Your HubSpot contacts, deals and emails, on the screen where you read your marketing.
Connect HubSpot once and three views fill from it: new contacts arrive on the Leads tab with the source HubSpot recorded, your deals fill the Jobs tab with stage, amount and won or lost, and your marketing emails show their opens and clicks on the Email tab. The connection only reads; your portal stays yours to run.
What will I see from HubSpot?
Three things, each on its own tab. On Leads, every contact created in your portal in the window, newest first: the name, phone, email, company, city, any message on the record and the source HubSpot recorded for them, shown as HubSpot plus that source. On Jobs, your deals: the deal name, the company or contact it belongs to, the pipeline and stage by their names in HubSpot, the amount, and whether it is open, closed won or closed lost. On Email, the marketing emails you published in the last 90 days, each with its sends, opens, clicks and unsubscribes, and your contact count beside them.
Ask TruLata and your morning briefing read the same records, so a question about this month's deals is answered from your own portal. Test records are left out before anything is counted, and on Jobs so are deals filed against your own team's emails.
One HubSpot connection, three tabs
Leads
- New contacts, newest first
- Name, phone, email, company, city
- The source HubSpot recorded
Jobs
- Deals by pipeline and stage
- Amount
- Open, closed won or closed lost
- Marketing emails, last 90 days
- Sends, opens, clicks, unsubscribes
- Contacts in HubSpot
How do I connect HubSpot?
Press Connect HubSpot on the Integrations tab. It opens HubSpot so you can approve TruLata, read only, and there is nothing to copy. The account owner or an admin makes the connection. If you would rather paste a key, open Or paste a key on the same card and paste a private app access token from HubSpot's Settings, Integrations, Private Apps. Give it crm.objects.contacts.read for Leads, add crm.objects.deals.read for the Jobs tab, and add content and marketing-email for the email statistics.
Either way, TruLata checks the connection with one harmless read before it is saved, and a key that does not work is never stored. What is stored is encrypted and never sent back to a browser, yours included. The card then shows Connected, with the portal it reads and the date it was last checked. On a managed account our team connects HubSpot during setup with access you grant.
- Press Connect HubSpotOn the Integrations tab; the owner or an admin
- Approve in HubSpotRead only, nothing to copy; or paste a private app token
- Checked firstOne harmless read before anything is saved
- Stored encryptedNever sent back to a browser
How do my HubSpot deals show up?
As a pipeline on the Jobs tab. Four tiles sit across the top: open jobs with their open value, booked value from deals won in the last 12 months, deals won this month, and your win rate, won against lost over the last 12 months. Under them, a count per stage and the list of deals, filtered by pipeline, by outcome or by a search for a name, a customer, a stage or a source.
Won and lost come from HubSpot first. A deal HubSpot marks closed won reads won, a closed deal that did not win reads lost, and an open deal stays open. The source on each deal is the one HubSpot recorded, read as written. A deal moved this morning shows on the next open: the tab reads HubSpot live each time it is opened, and a read that fails says Could not read rather than counting zero.
Deals onto the Jobs tab
- Pipeline and stage, by name
- Amount
- Closed won or closed lost
- Source, as recorded
- Open jobs and open value
- Booked value and win rate, last 12 months
- A count per stage
Won and lost come from HubSpot first.
Can I see my HubSpot email results?
Yes, on the Email tab. It lists the marketing emails published in the last 90 days, each with its subject, the day it went out, the number sent, opens, clicks and unsubscribes, and totals for the window. Rates are weighted by recipients, so one small send does not swing the 90-day figure. Automated emails are left out for now, because HubSpot reports their counts for all time, which would read as a 90-day number.
If the token cannot read marketing emails, the tab says which scopes to add instead of showing no campaigns. The figures are held for up to 15 minutes between reads. The Email tab only reads: it sends, schedules and edits nothing in HubSpot.
On the Email tab
- EmailsMarketing emails published in the last 90 days
- Per emailSubject, day sent, sends, opens, clicks, unsubscribes
- AudienceContacts in HubSpot
- HeldUp to 15 minutes between reads
- Automated emailsLeft out for now
Can TruLata change anything in my HubSpot portal?
The connection is read only. Every call TruLata makes to HubSpot reads, and a contact, a deal, a stage or an email is changed in HubSpot itself, by you. Your stages stay yours to run, and the Jobs tab reflects them.
Disconnect on the Integrations card removes the saved connection, and you can also remove TruLata's access from HubSpot's own settings whenever you choose. We never ask for your HubSpot password. The Security page lists every write path on the screen, and HubSpot is on the read side of that list.
Changed in HubSpot itself, by you
- Contacts and deals
- Stages
- Marketing emails
Read by TruLata
- Every call is a read
- Disconnect removes the saved connection
- We never ask for your HubSpot password
What the HubSpot connection reads.
| What | Where it comes from | How fresh |
|---|---|---|
| New contacts | Created in the window, newest first, with the source HubSpot recorded | Live, on the Leads tab |
| Deals | Name, company or contact, pipeline and stage, amount | Live, on the Jobs tab |
| Won and lost | HubSpot's closed won and closed status first, then the stage | Live |
| Marketing emails | Published in the last 90 days: sends, opens, clicks, unsubscribes | Held up to 15 minutes |
| Audience | Contacts in HubSpot | Held up to 15 minutes |
| Automated emails | Left out for now: HubSpot reports them for all time | Not shown |
| Direction | Read only, HubSpot to the screen | Live |
Connect HubSpot once and new contacts land on Leads, deals fill Jobs and marketing emails show on Email, each read from your own portal and each changed only in HubSpot.
Questions, answered.
Does TruLata integrate with HubSpot?
Yes. Connect HubSpot on the Integrations tab and new contacts arrive on Leads with their source, deals fill the Jobs tab with stage, amount and won or lost, and marketing emails show their opens and clicks on the Email tab.
Do I need to paste an API key?
No. Press Connect HubSpot and approve TruLata inside HubSpot, with nothing to copy. A private app access token pasted under Or paste a key works too.
Can TruLata change my contacts or deals?
The connection is read only. Contacts, deals, stages and emails are changed in HubSpot itself, and the screen reflects them on the next read.
Which HubSpot scopes does a private app token need?
crm.objects.contacts.read for Leads, crm.objects.deals.read for the Jobs tab, and content and marketing-email for the email statistics. If a scope is missing, the tab that needs it says which one to add.
How fresh are the HubSpot numbers?
Leads and deals are read live each time the tab opens. Email statistics are held for up to 15 minutes between reads, and a read that fails says so instead of showing zero.
Which tier includes the HubSpot connection?
Your dashboard carries the views its connected sources feed, and each tab fills once HubSpot is connected on your account. The pricing page lists what each tier includes.
See how it would run
for your business.
15 minutes with TruLata. We show you what your marketing brings in, what each lead costs, and what we would change first.
Book a demo or start a 7-day free trial
No card. It ends on its own after 7 days unless you add one. See pricing.
New here? See what TruLata is. Prefer to write? Send us the one thing you want to know.
Start here: AI marketing platform · AI marketing software · all-in-one marketing platform · marketing automation software · marketing software for small business.
- Refreshed when you open itLive data on page load, never a monthly PDF
- Counted from your own formsLeads recorded server-side, compared daily with Ads and GA4
- Seen in AI answersHow often ChatGPT, Gemini, Claude, Grok, Manus, Google AI Overviews, Perplexity, Meta AI and DeepSeek name you, measured
- Every send loggedProspect emails leave from a review-first queue, and every send is logged.