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Comma Compliance Docs

Setting Up HubSpot CRM Push

Comma Compliance connects to HubSpot as a workspace integration. Once connected, Comma pushes a summary of each monitored business conversation to the matching contact’s HubSpot record, keeping a record of message interactions directly on the contact’s profile.

This connector is one-way. Comma writes to HubSpot. It doesn’t capture from HubSpot itself.

Prerequisites

Section titled “Prerequisites”
  • Comma team admin access (only a team admin can connect this integration)
  • A HubSpot account with permission to authorize new app connections
  • About 5 minutes

Connect HubSpot

Section titled “Connect HubSpot”

  1. Sign in to Comma Compliance

  2. Open Integrations in the top navigation

    Comma Integrations page in the top navigation

  3. Under Workspace Integrations, find the HubSpot card and click Connect

    HubSpot card under Workspace Integrations with a Connect button

  4. Sign in to your HubSpot account

    HubSpot account sign-in screen

  5. Select the HubSpot account you want to connect, then click Choose Account

    HubSpot account selection screen with a Choose Account button

  6. Click Connect App to authorize the integration

    HubSpot authorization screen with a Connect App button

  7. You’ll see a confirmation: “We’ve successfully added that HubSpot account to your team!”

    Confirmation notification reading "We've successfully added that HubSpot account to your team!"

After connecting

Section titled “After connecting”

Back on the Integrations page, the HubSpot card now shows a Manage button.

Integrations page showing the connected HubSpot card with a Manage button

From the connection detail page, you can:

  • Backfill past conversations - push summaries for conversations that happened before you connected
  • Monitor push status - see which conversations pushed successfully and which didn’t
  • Edit settings - choose what Comma writes to HubSpot and which contacts and channels are in scope
  • Re-check connection - confirm HubSpot permissions are still valid
  • Disconnect - stop future pushes and revoke Comma’s access to your HubSpot account

What’s next

Section titled “What’s next”