Setup guide

Set up Caretta for HubSpot

Connect Caretta to your HubSpot account to prepare for calls with CRM context, save meeting notes, and keep contact, company, and deal records current.

Open HubSpot setup Read the steps

Before you begin

An active Caretta account and the latest Caretta app.
A HubSpot account where you have Super Admin or App Marketplace access.
Permission to access the CRM records you want Caretta to use.

Last updated 9 August 2026

01 · Install

Connect your account

The connection uses HubSpot’s OAuth authorisation. You do not need to copy an API key into Caretta.

Open Caretta’s Apps settings
Sign in to Caretta, open Settings, then choose Apps.
Start the connection
Find HubSpot in the CRM section, open it, and select Integrate. If another CRM is connected, disconnect it first.
Choose your HubSpot account
HubSpot opens in your browser. Sign in if asked, select the account you want to connect, and review the requested permissions. You need Super Admin or App Marketplace access in HubSpot to install an app.
Approve the connection
Select Connect app. HubSpot returns you to Caretta; the HubSpot row will show its connected date when setup is complete.

02 · Permissions

What Caretta requests

Caretta requests contact read access as required. The remaining permissions are requested as optional so Caretta can use the features you enable.

HubSpot dataHow Caretta uses it

Contacts · readMatch call attendees to HubSpot contacts and load relevant CRM context.

Contacts · writeSave notes and, when enabled, create or update contact records.

Companies · read and writeMatch related companies and create or update them when post-call updates require it.

Deals · read and writeFind related deals and, when enabled, create a deal or update its stage from the call outcome.

03 · Configure

Choose what happens after a call

In Caretta, return to Settings → Apps and open the connected HubSpot row. All post-call options are off until you enable them.

Auto-save meeting notes

Save Caretta’s generated notes to matched HubSpot contacts after a call.

Save transcript to HubSpot

Add the call transcript as a separate HubSpot note when auto-save is enabled.

Confirm before HubSpot actions

Have Caretta propose post-call changes for your review instead of applying them automatically.

Post-call CRM updates

Let Caretta add a call note, match or create relevant records, and update a deal stage from the call outcome. Optional custom instructions can narrow this behaviour.

04 · Use

Use HubSpot with Caretta

Manual sharing

Open a completed call in Caretta and choose Share to HubSpot. Confirm the matched contacts, search for another contact if needed, then save the meeting notes.

Automated actions

If you enabled auto-save or post-call CRM updates, Caretta processes the call when its notes are ready. You can view post-call runs in Caretta’s Automations area. Enable confirmation if you want to review proposed HubSpot changes first.

05 · Disconnect and uninstall

Remove the connection

Disconnect in Caretta

Open Settings → Apps.
Open HubSpot and select Disconnect.
Confirm the disconnection.

Uninstall in HubSpot

In HubSpot, open Settings → Integrations → Connected Apps.
On Caretta, choose Actions → Uninstall.
Type uninstall and confirm.

HubSpot’s uninstall instructions

What happens to your data: disconnecting or uninstalling stops new HubSpot reads and writes. Contacts, companies, deals, and notes already saved in HubSpot remain there. Your existing Caretta call data is not deleted automatically; it remains subject to Caretta’s Privacy Policy.

Need help?

Email founders@caretta.so with your Caretta account email and the step where you got stuck. Do not send passwords, access tokens, or confidential CRM data.