HUBSPOT
Keep selling.
HubSpot keeps up.
Every call with AI notes becomes a proposed HubSpot update: note, stage, properties and tasks. You review it, Sonic writes it to the deal.
Built-in CRM on Free. HubSpot sync from Max. Write-back to the deal on Team (Beta).
- Deals & contacts
- Briefing
- Update preview
- Your review
- Write-backBeta
Portal 24318811 · Last sync just now
Permissions granted
- DealsRead · stage, notes and tasks written after approval
- ContactsRead · notes and tasks written after approval
- CompaniesRead
- OwnersRead · attributes writes to the right rep
- Deal schemaRead · pipelines and stages
Credentials encrypted at rest · deleted when you disconnect
How sync works
- 1HubSpot → Sonic
Deals, contacts, companies and owners, on every change.
- 2After a call
A proposed update for your review.
- 3Sonic → HubSpot
Notes, tasks, stage and properties, after your approval.
- Today
- Records
- Pipeline
- Review
- Activity
Open deals by stage, with owner, value and expected close.
Discovery2
- Nordline · Quote workflowHubSpot€24,000SLCloses 14 Nov
- Kessler · Line upgradeHubSpot€18,500SLCloses 2 Dec
Proposal1
- Harbor Tooling · RenewalHubSpot€9,800MRCloses 30 Oct
Negotiation1
- Brightline · PilotHubSpot€41,000SLCloses 21 Nov
Kept in step with HubSpot · last change just now
- Nordline · Quote workflowHubSpot · Discovery · €24,000 · Closes 14 Nov
- Nordline · Service contractHubSpot · Negotiation · €12,000 · Closes 9 Dec
Deal stage, value and company facts. Never names from the deal.
Prepare briefingDiscovery · €24,000 · expected close 14 Nov · Industrial manufacturing · 50 to 200 employees
Find the gaps in quote follow-up.
- 01Current quote follow-up workflow
- 02Sales and operations ownership
- 03What a two-site rollout needs
- Overview
- Transcript
- Next steps
- CRM update
Proposed · review before sending
Discovery call · quote workflow for two sites
Lukas owns quotes for both sites; follow-up today relies on individual reminders. He asked for a quote covering both sites and wants operations in the next conversation.
DiscoveryProposal
Lukas asked for a quote covering both sites.
- Next step
emptySend the two-site quote
- Close date
14 Nov 202628 Nov 2026
Send the two-site quoteDue in 2d
- Today
- Records
- Pipeline
- Review
- Activity
- Activity note14:36
Discovery call · quote workflow for two sites
DeliveredVerifiedNordline · Quote workflow · HubSpot - Stage change14:36
Discovery → Proposal
DeliveredVerifiedNordline · Quote workflow · HubSpot - Properties (2)14:36
Next step · Close date
DeliveredVerifiedNordline · Quote workflow · HubSpot - Task14:36
Send the two-site quote
DeliveredVerifiedNordline · Quote workflow · HubSpot
- Stage
- Proposal
- Amount
- €24,000
- Close date
- 28 Nov 2026
- NoteDiscovery call · quote workflow for two sitesSonicR1 · today 14:36
- TaskSend the two-site quoteDue 4 Oct · assigned to you
- StageDiscovery → ProposalSonicR1 · today 14:36
Connect HubSpot in a minute.
Sign in to HubSpot from Settings and see what Sonic may read and write. Credentials are encrypted at rest; disconnecting deletes them from Sonic.
HubSpot connection, rebuilt in HTML for this page. Fictional account.
HOW IT WORKS
Connect. Review. Write.
Sonic reads HubSpot on every change and writes only what you approve.
- 01
Connect HubSpot
Sign in from Settings. Deals, contacts and companies come in.
- 02
Sonic proposes the update
After a call with AI notes: note, stage, properties, tasks.
- 03
You approve, Sonic writes
On the deal in HubSpot, delivery verified in Activity. Team, in Beta.
Nothing reaches HubSpot without your approval. Stage changes only move forward; Sonic never deletes a deal. How we handle your data
BEFORE, DURING, AFTER
HubSpot runs through the whole call.
The briefing starts from the deal, live coaching carries the call, the update goes back to the deal. One workspace carries all three.
Good questions.
Straight answers.
A few things you might be wondering before you connect.
Ask us anythingConnecting HubSpot and syncing deals, contacts and companies into Sonic is on Max and up. Sending approved notes, tasks and stage changes back to HubSpot is on Team, in Beta. Free and Solo use Sonic’s built-in CRM.
Try live coaching
on your next call.
Get suggested questions and responses while you talk. You choose what to use.
Free is a plan, not a trial: built-in CRM and calendar, 3 live calls, 5 briefings and 5 role-plays a month. No credit card.