Connect HubSpot

Before you start

You need:

• A HubSpot account that can install apps (a Super Admin, or a user an admin has given app-install access).
• The Chirp app on your iPhone, signed in with Google or Apple.

Connect

1. 1

   Open Connectors

   On Home, tap Connect tools, or go to Settings → Manage connectors. You can also connect during your first conversation with Birdie.

2. 2

   Tap Connect on HubSpot

   A HubSpot sign-in opens inside the app. Sign in and choose the portal you want to connect.

3. 3

   Review and approve access

   HubSpot lists what Chirp is asking for. In plain terms, Chirp needs to:

   • read and update contacts, companies and deals, so Birdie can answer questions and push your changes,
   • read owners and pipelines, so it knows your stages and which records are yours,
   • read sales email activity, so it can tell you when you last spoke to someone.

   Approve to continue. You can revoke this any time in HubSpot under Connected apps.

4. 4

   Let Chirp import your CRM

   Home shows Importing your CRM while every company, contact and deal loads, with a running count. You can start sessions straight away; Birdie gets faster once the import finishes.

   When it is done you see All 1,240 records are in (with your own count).

5. 5

   Start talking

   No fields to map, no templates to set up. Tap Start session and talk.

:::tip Example You say: "Just got off the phone with Acme. They confirmed budget, pushing close to end of month, next step is a contract review Thursday."

Birdie does: updates the Acme deal's close date, adds a note about budget, and creates a task for Thursday's contract review. You review and push from Home. If you said yes to sending tasks to HubSpot, the task goes across on its own when the session ends. :::

What Chirp writes to HubSpot

Only what you push, plus tasks if you said yes to sending them automatically:

• field updates on contacts, companies and deals,
• new contacts, companies and deals,
• notes and tasks,
• links between contacts, companies and deals.

Chirp cannot set a company's domain, and it never deletes anything in HubSpot.

Common questions