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Integration · CRM and sales

HubSpot integration

Build a flow from the activity on a HubSpot deal, then put the diagram back on the deal, next to the rest of the deal history.

Connect HubSpot See it in the live demo

Every plan, including Free. The free plan needs no card.

What you can do

Build a flow from a deal

Pick a deal. Wavelength reads its notes, calls, meetings, and emails, puts them in the transcript, and builds the flow.

Log discovery on the deal

After the call, attach the flow to the deal. The note holds the diagram, so the next rep sees the process and not only text.

Prep the technical handoff

The note lists the questions to confirm. The solution team knows what to ask on the next call.

Cover a CRM without a connector

Not on HubSpot? Copy for CRM note gives the same summary as text to paste into any CRM.

See it in action

The video shows a flow attached from Wavelength to a deal in a real HubSpot portal. The screenshots come from a real Wavelength account and the same portal.

Open a flow, click Share, then Attach to HubSpot deal. Pick the deal and click Attach. The note on the deal has the steps, a link back to the flow, and the diagram.
Open Share, then More formats, then Attach to HubSpot deal. Pick the deal.
Open Share, then More formats, then Attach to HubSpot deal. Pick the deal.
Wavelength adds the note to the deal and links to it.
Wavelength adds the note to the deal and links to it.
The note on the HubSpot deal: the flow name, the step summary, a link to the live flow, and the diagram.
The note on the deal shows the flow name, a step summary, a link to the live flow, and the diagram.

How it works

  1. In Wavelength, open Settings, then Connected apps, and click Connect next to HubSpot.
  2. Approve access in HubSpot.
  3. Open a flow, click Share, then More formats, then Attach to HubSpot deal.
  4. Search by deal name. Up to 10 deals show, most recently changed first. Pick one.

Build a flow from a deal

  1. Open the Transcript panel and click HubSpot deal.
  2. Click Connect HubSpot. This is a separate sign-in from Attach to HubSpot deal. On the HubSpot screen, allow read access to notes, calls, meetings, and emails.
  3. Search for the deal and pick it. Wavelength puts the deal activity in the transcript, oldest first.
  4. Click Generate Flow. Then attach the flow back to the same deal.

Worked example

A prospect's AP manager walks through invoice entry on a discovery call:

"Every PO lands in the AP inbox. The clerk keys it into NetSuite. Anything over ten thousand dollars needs the controller."

What lands on the HubSpot deal

  • A note on the deal timeline that starts with "From Wavelength".
  • The flow title and summary lines, such as "Clerk enters PO in NetSuite".
  • The questions to confirm, such as "What happens when the answer to 'Over $10,000?' is no?"
  • The diagram as an image. The file is stored in a Wavelength folder in HubSpot Files.
  • On Pro and higher plans, a link that lets teammates open the flow. On Free, the link is left out.

Who uses this

  • Sales engineers: Attach the current-state map to the deal before the solution design call.
  • RevOps teams: Keep discovery output on the deal record, where forecasting and handoffs already happen.

Security and permissions

Attach to HubSpot deal asks HubSpot for four scopes: oauth, crm.objects.deals.read, crm.objects.deals.write, and files.write. It reads deals to find the one you pick, writes the note, and uploads the diagram image. It does not request access to contacts, companies, or emails.

Build a flow from a deal uses the HubSpot MCP connector with read access only. It reads the deal you pick and the notes, calls, meetings, and emails linked to it. It writes nothing to HubSpot. Wavelength skips its own notes and removes meeting join links from the text.

Until Wavelength is listed in the HubSpot App Marketplace, HubSpot shows a "Connecting an unverified app" screen. Type I accept the risk to continue. The developer domain wavelengthflow.com is verified.

HubSpot stores the image as a file that is not indexed by search engines but can be opened by anyone with its URL. Tokens are stored encrypted. Disconnect in Settings, then Connected apps.

Read the Trust Center and the subprocessor list for how Wavelength handles your data.

Common questions

Does Wavelength integrate with HubSpot?

Yes. Open a flow, click Share, then More formats, then Attach to HubSpot deal. Search your deals by name and pick one. Wavelength adds a note with the diagram and a summary. On Pro and higher plans, the note also links to the flow.

Can Wavelength build a flow from a HubSpot deal?

Yes. In the Transcript panel, click HubSpot deal, connect HubSpot, and pick the deal. Wavelength reads the notes, calls, meetings, and emails on the deal and builds the flow from them.

What access does it ask for?

Attach to HubSpot deal asks for read and write access to deals, file upload, and basic OAuth. Build a flow from a deal asks for read access only, to deals and their notes, calls, meetings, and emails.

Who can see the diagram image?

The image is a HubSpot file that search engines do not index. Anyone who has the file URL can open it.

Can my AI assistant attach flows to HubSpot?

Yes. The Wavelength connector has an attach_flow_to_crm tool that adds a flow to a HubSpot deal as a note.

Which plans include HubSpot?

Every plan, including Free. The link to the flow in the note needs Pro or higher.