A HubSpot shared inbox integration with contacts and deals beside each thread
Sektra connects to HubSpot so that a team working a shared inbox can see the CRM record for whoever wrote in. The matching contact, its company and its deals open on the thread, and a new contact or deal can be created from the same card. It suits sales and account teams that keep their pipeline in HubSpot and answer clients from Gmail, Outlook or another mailbox.
What Sektra does with HubSpot
What the HubSpot card shows on a conversation
The Apps button on a conversation opens a HubSpot card for the person who wrote in, matched on their email address. It lists the contact's job title, phone, lifecycle stage and lead status, then the company and its industry. Up to five deals follow with stage, amount and close date, open deals first, and each record links to HubSpot.
When the sender is not yet a HubSpot contact
If HubSpot has no contact with the sender's address, Sektra shows the company whose domain matches the email domain instead. Addresses on free mail services such as Gmail are left out of that step. The card still offers Create contact, so the person can be added without opening HubSpot.
Create a HubSpot contact or deal from the thread
Create contact takes the email, name, company and phone from the conversation unless you type different values. When HubSpot already holds a contact with that email, Sektra keeps the existing one and links to it. Create deal opens a deal at the first stage of your default pipeline, linked to the matching contact and named after the conversation subject unless you type a name.
A rule can add new senders to HubSpot
Create contact in HubSpot is also a step in Sektra's rules, so the sender of a matching conversation is added to the CRM without anyone clicking. The step keeps an existing contact with the same email, which lets a rule run on every new conversation without creating duplicates. Creating a deal is not a rule step, so deals are opened by a person.
The assistant can answer from HubSpot records
The assistant, Sektra's built-in AI for questions and drafts, reads the same HubSpot records for the open conversation or for any email address you give it. Asked which deals a client has open, it looks them up and says the answer came from HubSpot. It can also search HubSpot by name, and it only reads, so it never creates or edits a record.
How to connect HubSpot
- 1
Open Integrations in Settings
As the workspace owner or an admin, open Settings, then Integrations, and find HubSpot under CRM in the list of tools.
- 2
Sign in to HubSpot and approve
Connect HubSpot takes you to HubSpot, where you sign in, pick the account and approve Sektra reading contacts, companies and deals and creating contacts and deals.
- 3
Open Apps on a conversation
HubSpot now shows as Working on the Integrations page, and the Apps button on any conversation opens the HubSpot card.
Common questions
Setup, permissions and what Sektra reads from HubSpot, with a contact link for anything not covered here.
Is Sektra the same as the HubSpot shared inbox?
No. HubSpot has a conversations inbox of its own inside the CRM, and Sektra is a separate shared inbox that syncs with Gmail, Outlook and other mailboxes. Sektra reads HubSpot so that a team can keep its pipeline there and still see the contact, company and deals beside each thread.
Does Sektra log emails to HubSpot?
No. Sektra reads HubSpot records when a card opens and creates contacts and deals on request, and it does not write emails, notes or activities onto a HubSpot record. Nothing is imported or synced on a schedule, and a card is held for two minutes before it is read again.
Who can connect HubSpot and who can see the card?
The workspace owner and admins connect or disconnect HubSpot, and one connection covers every inbox. Anyone with access to an inbox can open the card on its conversations and create a contact or a deal. The card shows what the HubSpot user who made the connection is allowed to see.
Connect HubSpot and see it work
Connect a mailbox first, then add HubSpot from Settings. Both steps take a few minutes, and the team can work from the inbox the same day.