# Hubspot

## Setup <a href="#activity-sync" id="activity-sync"></a>

Click into the App Directory from your Pylon dashboard and then click on the Hubspot integration to view setup instructions.

## Usage <a href="#activity-sync" id="activity-sync"></a>

### Activity Sync <a href="#activity-sync" id="activity-sync"></a>

Every day, Pylon scans your customer channels for conversations that were had. For every conversation, we use AI to summarize the details, and sync the summary to the relevant `Account` in Hubspot.

<figure><img src="https://mintlify.s3-us-west-1.amazonaws.com/pylon/images/hubspot-activity.png" alt=""><figcaption></figcaption></figure>

### Field Sync <a href="#contact-sync" id="contact-sync"></a>

Either sync fields from Pylon or to Pylon from Hubspot. Fields synced into Pylon are available to use in all Pylon feature, like as filters in views, triggers, macros, etc.

<figure><img src="https://982123570-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9hXBoCTTNw5flARlUVJf%2Fuploads%2Fp77wMTF1DddwXGIfxxqO%2FCleanShot%202025-04-07%20at%2014.15.59.png?alt=media&#x26;token=1469f220-c299-4b97-9191-94c970b239e8" alt=""><figcaption></figcaption></figure>

### [​](https://docs.usepylon.com/crm/hubspot/features#contact-sync)Contact Sync <a href="#contact-sync" id="contact-sync"></a>

When someone new joins a prospect or customer channel, we add that contact to Hubspot and link it to the relevant `Account`.

<figure><img src="https://mintlify.s3-us-west-1.amazonaws.com/pylon/images/hubspot-contact.png" alt=""><figcaption></figcaption></figure>

### [​](https://docs.usepylon.com/crm/hubspot/features#account-cards)Account Cards <a href="#account-cards" id="account-cards"></a>

See Pylon account cards directly on Hubspot accounts. View information from Pylon like which Slack channel is connected to this account and a direct link to it.

<figure><img src="https://mintlify.s3-us-west-1.amazonaws.com/pylon/images/hubspot-company-card.png" alt=""><figcaption></figcaption></figure>

### [​](https://docs.usepylon.com/crm/hubspot/features#channel-creation-from-hubspot)Channel Creation from Hubspot <a href="#channel-creation-from-hubspot" id="channel-creation-from-hubspot"></a>

{% hint style="info" %}
See our [setup guide](https://support.usepylon.com/articles/9994690734-how-do-i-setup-slack-channel-creation-from-hubspot) for configuring this feature. This requires creating a custom property on the Deal or Company object and adding it to your layout.
{% endhint %}

You can greatly simplify Slack channel creation using our Hubspot widget. Fill out the desired channel name on the deal or company page and click `Create Channel` from the sidebar the following will automatically happen:

1. Channel will be created and named
2. You will be invited to the channel
3. All contacts tied to the deal/company will be sent an invite to join the channel
4. Pylon will be enabled within the channel

<figure><img src="https://mintlify.s3-us-west-1.amazonaws.com/pylon/images/hubspot-channel-creation.png" alt=""><figcaption></figcaption></figure>

### [​](https://docs.usepylon.com/crm/hubspot/features#broadcast-filtering)Broadcast Filtering <a href="#broadcast-filtering" id="broadcast-filtering"></a>

You may want to send a Broadcast to a set of customers based on data stored in Hubspot.

<figure><img src="https://mintlify.s3-us-west-1.amazonaws.com/pylon/images/sfdc-broadcast.png" alt=""><figcaption></figcaption></figure>

### Issues <a href="#ticketing" id="ticketing"></a>

View and filter `Issues` by Hubspot tags.

### [​](https://docs.usepylon.com/crm/hubspot/features#account-details-on-issue)Account Details on Issue <a href="#account-details-on-issue" id="account-details-on-issue"></a>

See account level details while working on an individual issue in the Issue sidebar.[<br>](https://docs.usepylon.com/crm/hubspot/channel-create-setup)

<figure><img src="https://mintlify.s3-us-west-1.amazonaws.com/pylon/images/hubspot-account-details.png" alt=""><figcaption></figcaption></figure>