HubSpot integration · app in review

Drafts that
already know the deal.

SMART Reply for HubSpot.

Every reply pulls the contact, company, active deals and recent correspondence straight out of HubSpot before the first word is drafted. Sent email logs itself against the right record. New contacts and deals get created from any inbox, fields extracted, you approve, done.

App in review OAuth · In your tenant Never silent-creates contacts 30-second connect
Outlook · SMART Reply
James Whitlock · Hartwell Group
Active deal: New office fit-out, Bristol
Proposal sent
Draft · in your voice
Hi James, good to hear from you. To pick up where we left off on the Bristol fit-out proposal we sent on the 12th, the costed schedule still stands and the lead time has not slipped. Happy to walk Sarah through the warranty section if it would help, I have Tuesday afternoon or Thursday morning free
01 / Context that arrives before the draft does

The draft already knows the deal, the company, the conversation.

The second SMART Reply opens an email from someone in your HubSpot, it pulls everything that matters about that contact, silently, in parallel, and feeds it into the model that writes your draft. So your reply reads like it came from the person who has been working the account for six months, because functionally it did.

  • Contact
    Name, role, last contacted date, lifecycle stage.
  • Primary company
    Industry, size, domain, address, fetched in parallel with the deal.
  • Active deals
    Stage, amount, close date, pipeline. Closed-won and closed-lost are filtered out so they don't add noise.
  • Recent notes
    Last few HubSpot notes against this contact, so the draft never contradicts what you wrote in there.
  • Recent emails
    What you and your colleagues actually said in the last few HubSpot-logged threads.

Quiet by design. If the contact isn't in HubSpot, or if HubSpot doesn't respond, the draft still happens. CRM context is an enhancement, never a blocker. And every lookup caches for sixty seconds so generate / regenerate / audit don't burn HubSpot rate limit.

What the model sees
ContactJames Whitlock · Procurement Director
CompanyHartwell Group · 320 employees · Bristol
Active dealNew office fit-out, Bristol
StageProposal sent
Amount£184,000
Last noteSarah to review warranty section before Tue
Last email"sending the costed schedule", 12 May
02 / In-context CRM actions

One button. The right action every time.

Read any email in Outlook and SMART Reply already knows what HubSpot should do about it. Existing contact with an active deal? You see Log to deal. New enquiry with no record? You see + Create opportunity in gold. Everything else? A neutral + HubSpot CRM. The button decides what is on offer; you decide whether to take it.

AI-extracted fields, review before saving
VerticalCommercial
Contact namePriya Nair
Job titleHead of People Ops
CompanyOrbital · orbital.io
Deal nameOrbital, Q3 HRIS rollout
Amount (suggested)£42,000
Close date30 September 2026
  • 1Sender recognised
    Auto-runs on every email open. Existing contact, new enquiry or neutral, the button label tells you which.
  • 2Fields extracted
    The full email, body, signature, From line, is read by a CRM extractor that knows whether to pull commercial fields (contact, deal, amount) or admissions fields (parent, child, school of interest).
  • 3You review
    Modal opens with every field pre-filled and editable. Confidence levels shown. Nothing leaves your Outlook until you press Save.
  • 4Created in HubSpot
    Contact, company and deal all created in the right places, linked to each other, with the source email attached.
03 / Stage suggestions, never silent moves

The pipeline reads the email, you decide where the deal goes.

When an inbound email arrives against an active deal, SMART Reply reads the email and the deal's pipeline, then asks a single question: is there a stage this might want to move to? Out comes one of three answers, a clear suggestion with citations, a "stay where you are", or nothing at all. Pure suggestion. Never an automatic move.

  • Reads your real pipeline
    Whatever your custom stage labels are. No assumptions, no generic stage enum.
  • Locked governance
    Closed Won only on unambiguous acceptance / sign-off / PO. Closed Lost only on plain rejection. Backward moves only on explicit regression ("we've paused"). Default is stay.
  • Cited reasoning
    Every suggestion comes with the exact line from the email that justifies it. No mystery moves.
  • Approve in one click
    Or dismiss. Stage updates are explicit, your name on the activity, your decision in the audit log.
Stage suggestion Orbital, Q3 HRIS rollout
Proposal sent Verbal commitment
"We've talked it through internally and we're good to proceed, can you send the contract over so we can get it signed this week?", from Priya, 13:42 today

The reasoning is cited verbatim from the email. SMART Reply never paraphrases the evidence it used.

04 / Activity that reflects what really happened

Every email you send logs itself.

The most boring part of using a CRM is the bit where you remember to log the email you just sent. SMART Reply does it for you. When you send an email from Outlook to anyone who is already in HubSpot, the email, subject, body, attachments, gets logged against their contact record automatically. The activity feed in HubSpot finally matches reality.

James Whitlock · Activity feed
Auto-logged by SMART Reply
Email sent · "Re: warranty section walkthrough" Auto-logged
Today, 14:18 · 2 attachments · You
Email received · "Final question on indemnity"
Today, 11:42 · From James Whitlock
Email sent · "Costed schedule attached" Auto-logged
12 May, 09:05 · 1 attachment · You
  • Never silent-creates contacts
    Auto-log only attaches to contacts that already exist in HubSpot. Unmatched recipients are simply ignored, no surprise records.
  • Attachments go with the email
    Proposals, schedules, contracts all upload to HubSpot alongside the logged email. The deal record has everything you sent.
  • Multi-recipient handled correctly
    An email to three matched contacts logs against all three. An email to one matched contact and one external recipient still logs against the matched one.
  • One toggle to turn off
    If you don't want this on a per-user basis, flip it off in settings. On by default for the use case that matters most.
05 / One integration, two go-to-markets

Works for commercial sales and school admissions.

The HubSpot data model for an independent school is different from a SaaS company, parent records are contacts, children are deals, schools of interest sit on each child. The SMART Reply extractor recognises which shape an email is and pulls the right fields. Same OAuth, same context engine, same auto-log. Two industries served by one piece of code.

Shape A · Commercial B2B

Contact + Deal

ContactDecision-maker · job title · company
CompanyDomain · size · industry
DealName · stage · amount · close date
SourceThe original email, attached
Shape B · Schools admissions

Parent + Child + School interest

ParentContact · relationship to child
ChildName · year of entry · DOB if given
School interestProgramme · intake · campus
SourceParent's enquiry email, attached

Why this matters. If you run a HubSpot group across multiple schools, Cognita, Globeducate, Inspired, Nord Anglia, SMART Reply already speaks the data model your provider built. No "we'd need to retrain it for schools" conversation. It works on day one.

Connect in thirty seconds. Disconnect in one click.

SMART Reply uses HubSpot's official OAuth flow. You click Connect, approve the scopes on HubSpot's screen, you're back. Disconnect is a single button, tokens revoked immediately, your HubSpot data left exactly where it was.

  • OAuth 2.0 with refresh, tokens auto-rotate before they expire.
  • Scope set is locked at install time and visible on the HubSpot consent screen, no quiet expansion.
  • Read scopes: contacts, companies, deals, deal pipelines, notes. Write scopes: contacts, deals, notes. No engagements, no broader access than the integration needs.
  • Tokens stored in your dedicated Supabase row with row-level security, only you can read them.
  • Disconnect is a soft-delete on our side and a token revocation on HubSpot's, clean off-boarding, audit trail preserved.
1
Click Connect HubSpot
In SMART Reply settings, inside Outlook or the web portal.
2
Approve the scopes on HubSpot
HubSpot's own consent screen lists every permission, in plain English.
3
Bounced back to Outlook
Status pill turns green. Sender recognition starts on the next email you open.
4
Disconnect any time
One click in settings. Tokens revoked, integration paused, HubSpot data untouched.

Your CRM. Your call.

HubSpot is our first CRM integration. It is fully built and currently in review with HubSpot, at £20/mo on top of SMART Reply. If your CRM is something else, Salesforce, Dynamics, Pipedrive, Zoho or anything else with an API, talk to us as an Enterprise customer. We will discuss your needs and, if integration is technically possible, build it as part of your plan.

HubSpot
OAuth, sender recognition, drafting context, auto-log, deal stage suggestions, in-Outlook create. Self-serve, start the trial.
In review · £20/mo
Salesforce
Sales Cloud and Service Cloud both in scope. Enterprise conversation.
Enterprise
Microsoft Dynamics 365
Sales, Customer Service and Marketing modules in scope. Enterprise conversation.
Enterprise
Pipedrive
Enterprise conversation.
Enterprise
Zoho CRM
Enterprise conversation.
Enterprise
Anything else
If your CRM has a modern API and integration is technically possible, the answer is yes, let's talk.
Enterprise

Common questions

Does it write to HubSpot without my permission?

No. Auto-logging of sent email is on by default and can be turned off in settings. Anything that creates or changes a record, new contact, new deal, deal stage move, requires you to review and approve first. Deal stage suggestions are surfaced as suggestions; SMART Reply never moves a deal silently.

Will it create duplicate contacts?

No. Auto-log only ever attaches to contacts that already exist in HubSpot. Unmatched recipients are ignored, not silently created. New contacts and deals only get created when you use the + HubSpot CRM button and approve the extracted fields.

Where is the HubSpot data stored?

Nowhere. SMART Reply queries HubSpot live each time, caches the response in memory for sixty seconds against your user ID, then forgets it. There is no shadow copy of your HubSpot pipeline on our infrastructure. The tokens that authorise the connection are stored encrypted in your row of our Supabase database under row-level security.

What HubSpot scopes does it ask for?

Read: contacts, companies, deals, deal schemas, notes. Write: contacts, deals, notes. It does not request the broader engagements scope because email logging uses HubSpot's typed email object endpoint, narrower, more auditable. The exact list shows on HubSpot's consent screen at install time.

Does this work for school admissions as well as commercial sales?

Yes. The same integration handles both shapes. For commercial it pulls contact + deal. For admissions it pulls parent + child + school of interest. The extractor recognises which shape the email is and pre-fills the right fields. Identical OAuth, identical context engine, two go-to-markets, same code.

My CRM is not HubSpot. Can I still use SMART Reply?

Yes, every other surface (Outlook, Microsoft 365, LinkedIn) is on the base SMART Reply plan and works regardless of CRM. For your specific CRM, Salesforce, Dynamics, Pipedrive, Zoho or anything else with an API, get in touch as an Enterprise customer. We discuss your setup, scope the integration, and if it is technically possible we build it as part of the Enterprise plan.

Does this need anything beyond a HubSpot account?

A SMART Reply subscription, an Outlook mailbox (Microsoft 365 or Exchange-backed), and a HubSpot account where you have permission to install integrations. That's it. No HubSpot Enterprise required.

Is there a HubSpot Marketplace listing?

In review. The integration is fully built and in production use today through the private-app route inside SMART Reply. The public Marketplace listing, for one-click discovery from inside HubSpot, is being prepared. We will update this page when it is live.

Replies that already know the deal.

Connect HubSpot to SMART Reply in thirty seconds. Free for fourteen days. No card. SMART Reply + CRM is £55/mo, £35 SMART Reply plus the £20 HubSpot add-on.