Log to HubSpot

ClearFeed allows you to selectively log important Slack conversations as notes to HubSpot Companies or Deals. This is useful when teams need a manual, selective way to log only high-value or sensitive threads to HubSpot.

Note:

• HubSpot integration must be connected to use this feature. Learn how to connect HubSpot here.

How to Log a Note

Step 1: Open the Log to HubSpot Action

From the Triage Channel, open a thread and click More Actions → select Log to HubSpot → click Next.

This action is also available in the Request Channel: click the three-dot menu → Connect to Apps → ClearFeed Actions → Log to HubSpot.

Opening the Log to HubSpot action from the Triage Channel

Step 2: Select Messages

A modal displays all messages in the thread. All messages are selected by default. You can:

• Use Select All or Deselect All to toggle all messages.

• Select or deselect individual messages using checkboxes.

Click Next to proceed.

Selecting messages to include in the note

Step 3: Review and Log the Note

After selecting messages, a single modal is displayed where you can:

1. Choose where to log: Select whether to log the note to a Company or a Deal using the radio buttons.

   • If you select Deal, both a Company and Deal dropdown are shown. A company must be selected before choosing a deal.

2. Company and Deal: These fields may be pre-filled based on existing CRM data. You can search and select any company or its corresponding deals.

3. Note: An AI-generated summary of the selected messages is automatically populated in the note editor. The note is fully editable — you can modify the summary or write your own content before logging.

4. Override customer linkage (optional): An optional checkbox at the bottom of the modal.

   • Checked (default): The associated customer's HubSpot company and deal linkages are updated to the values selected in this modal. This is useful when you want to correct or set the CRM linkage for the customer at the same time as logging the note. See CRM Sync for more details on customer linkages.

   • Unchecked: The note is logged to the selected company/deal, but the customer's existing CRM linkage is left unchanged.

The Override customer linkage checkbox updates the customer's company & deal linkages with the selected values

Click Log Note to create the note in HubSpot.

Reviewing the AI summary, selecting Company/Deal, and logging the note

Step 4: Confirmation

On success:

• A success modal is displayed with a direct link to the note in HubSpot. Click View note to open it.

• A private comment is posted in the Slack thread indicating that a note was logged, along with a link to the note.

Success confirmation with note link and private comment in the thread

Supported HubSpot Objects

Object	Description
Company	Log a note against a HubSpot Company record
Deal	Log a note against a Deal under a Company

When logging to a Deal, the note is created against the deal. When logging to a Company only, the note is created against the company.

FAQs

1. Do I need CRM Sync set up to use Log to HubSpot? Answer: No. CRM Sync is not a precondition. You can log notes to any company or deal in your connected HubSpot account.

2. Can I edit the AI-generated summary before logging? Answer: Yes. The note editor is fully editable. You can modify the AI summary or replace it with your own content.

3. Where can I find the logged note in HubSpot? Answer: The note appears under the Activities tab of the selected Company or Deal in HubSpot. A direct link is also provided in the success confirmation and the private comment posted in the Slack thread.

4. Why can't I see the Log to HubSpot action? Answer: The action is only visible when the HubSpot integration is connected. Ensure your HubSpot integration is set up under Integrations.

5. What does the "Override customer linkage" checkbox do? Answer: When checked (the default), logging a note will also update the associated customer's HubSpot company and deal linkages to match the company and deal selected in the modal. When unchecked, the note is logged without changing the customer's existing CRM linkage. See CRM Sync for more details on how customer-company linkages work.