# 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.

{% hint style="info" %}
**Note:**

* HubSpot integration must be connected to use this feature. Learn how to connect HubSpot [here](https://docs.clearfeed.ai/clearfeed-help-center/integrations/hubspot#integrate-hubspot).
  {% endhint %}

## 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`.

{% hint style="info" %}
This action is also available in the **Request Channel**: click the three-dot menu → `Connect to Apps` → `ClearFeed Actions` → `Log to HubSpot`.
{% endhint %}

<figure><img src="https://3455705434-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FE2O2wTaNovd6fXpEuLKz%2Fuploads%2Fgit-blob-6a03520c1ccfb0e9a79f986462ea095519cf190a%2Flog-to-hubspot-open-action.gif?alt=media" alt="" width="563"><figcaption><p>Opening the Log to HubSpot action from the Triage Channel</p></figcaption></figure>

### 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.

<figure><img src="https://3455705434-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FE2O2wTaNovd6fXpEuLKz%2Fuploads%2Fgit-blob-cdd26c759a8e3a414b2db2891997e4c7253bad9d%2Flog-to-hubspot-select-messages.gif?alt=media" alt="" width="563"><figcaption><p>Selecting messages to include in the note</p></figcaption></figure>

### 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](https://docs.clearfeed.ai/clearfeed-help-center/clearfeed-helpdesk/customers/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.

<figure><img src="https://3455705434-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FE2O2wTaNovd6fXpEuLKz%2Fuploads%2Fgit-blob-4965adb2464bb91ce9156c64453a578d9976e6b1%2Flog-to-hubspot-override-customer-linkage.png?alt=media" alt="" width="563"><figcaption><p>The Override customer linkage checkbox updates the customer's company &#x26; deal linkages with the selected values</p></figcaption></figure>

Click `Log Note` to create the note in HubSpot.

<figure><img src="https://3455705434-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FE2O2wTaNovd6fXpEuLKz%2Fuploads%2Fgit-blob-f79c5315fba81d697b61144e8c9780964800435c%2Flog-to-hubspot-note-editor.gif?alt=media" alt="" width="563"><figcaption><p>Reviewing the AI summary, selecting Company/Deal, and logging the note</p></figcaption></figure>

### 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.

<figure><img src="https://3455705434-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FE2O2wTaNovd6fXpEuLKz%2Fuploads%2Fgit-blob-ca55e4ea4eb724ae17bc87203e6fa4c00e50038b%2Flog-to-hubspot-success.gif?alt=media" alt="" width="563"><figcaption><p>Success confirmation with note link and private comment in the thread</p></figcaption></figure>

## Supported HubSpot Objects

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

{% hint style="info" %}
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.
{% endhint %}

## 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](https://web.clearfeed.app/settings/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](https://docs.clearfeed.ai/clearfeed-help-center/clearfeed-helpdesk/customers/crm-sync) for more details on how customer-company linkages work.