This article explains how to connect HubSpot as an app in MeetGeek’s AI Chat and Meeting Skills, so you can update your CRM just by asking. Tell MeetGeek what you need, and it picks the right record and fields to update based on what was said in the call and what’s already on the deal.
In this guide:
The app works alongside the automatic HubSpot sync and doesn’t replace it. The sync still logs every call the same way, and the app lets you make targeted updates on top of that.
What you can do
Log what was discussed. Ask AI Chat to add a note to the right contact, company or deal with a call’s key points. For example: “Log a note on the Acme deal with what we agreed today.”
Keep deals up to date. Update the deal stage, next step or qualification fields based on what was agreed in the call, for example “budget approved”, “contract sent” or “demo scheduled”.
Look things up before or after a call. Search contacts, companies and deals, and check deal details, owners and properties without leaving MeetGeek.
Make it automatic with Meeting Skills. Add HubSpot to a Meeting Skill, such as “After every discovery call, update the deal stage, next step and qualification fields.” The Skill then runs after every matching call.
Connect the HubSpot app
Open the AI chat: https://app.meetgeek.ai/chat
Click on connect your apps to MeetGeek
Select HubSpot. Grant access. You’ll be redirected back to MeetGeek.
Permissions
On HubSpot’s connection screen, select All under optional permissions. Otherwise, the agent can’t read or write CRM data and will ask the user to reconnect.
Note: If some permissions are locked on HubSpot's connection screen, your HubSpot admin has turned them off for MeetGeek, or your HubSpot plan doesn't include them. Ask your admin to enable them in HubSpot's settings, then reconnect
Non-admins can connect only after an admin grants access: Settings → Integrations → Connected Apps → Approved apps → MeetGeek → Manage access → Install Permissions → Everyone (or approve requests individually).
Non-admins who see “You don’t have install access” can click Request approval. If the admin doesn’t receive the notification, they can grant access directly under Install Permissions → Specific users and teams or Everyone.
Note: MeetGeek inherits your HubSpot permissions and can only perform actions your role allows. It cannot delete or archive records, and some features depend on your HubSpot plan. If Sensitive Data is enabled (Enterprise), MeetGeek cannot read or write notes, tasks, calls, meetings or conversations. Contacts, companies and deals remain supported.
HubSpot in AI chat
Once HubSpot is connected, open AI Chat and ask, in your own words, for what you need. MeetGeek reads the meeting, finds the matching contact, company or deal in HubSpot and makes the change. It then confirms what it updated so you can check it.
Try asking:
“Update the Acme deal based on today’s call: move it to Closed Won.”
“Log a note on the Acme deal with next steps from this meeting.”
“Create a task for me to send the proposal to Sarah by Friday.”
HubSpot in Skills
To update HubSpot after every call without asking each time, add HubSpot to a Meeting Skill. The Skill runs automatically after each matching meeting and makes the same HubSpot updates every time.
Go to AI Studio → Meeting Skills and create a new Skill, or open an existing one.
Describe what should happen in HubSpot after the call. For example: “After every discovery call, update the deal stage, next step and qualification fields, and log a note with the key points.”
Tips for writing a good Skill
Be specific about fields. “Update the deal stage and next step” works better than “update HubSpot.”
Name the record type. Say whether the update goes on the contact, company or deal.
Say what to skip. For example: “Don’t change the deal amount unless a price was agreed in the call.”