Connect HubSpot to Save to Sell

Who it's for

• B2B sales reps who keep contacts in HubSpot. Each contact you bring in gets a follow up plan, with the people due today at the top.
• Reps whose company wants activity logged in HubSpot. You log a follow up once in Save to Sell, and it lands on the HubSpot contact.
• Sales managers who read activity in HubSpot. Each rep connects their own HubSpot user, and their notes and calls show on the contacts they work.

What you need

• A Save to Sell account on any plan. Free works. Start free if you don't have one.
• A HubSpot account on any plan. Free HubSpot CRM works.
• A HubSpot user who can install apps. HubSpot lets Super Admins and users with the App Marketplace access permission install an app. If you don't have it, ask your HubSpot admin.
• Contacts assigned to you. Save to Sell brings in the contacts where you are the Contact owner in HubSpot.
• A web browser on a computer or phone. On the iPhone app, connect once at app.savetosell.app in Safari, and it works in the app after that.

Connect HubSpot

It takes about two minutes. Save to Sell never sees your HubSpot password: you sign in on HubSpot's own page.

1. 1
   Sign in to Save to SellOpen app.savetosell.app in your browser and sign in.
2. 2
   Open IntegrationsOpen the menu and choose Integrations. On a computer it's in the left column, and it's also in Settings.
3. 3
   Click Connect HubSpotOn the HubSpot card, click Connect HubSpot.
4. 4
   Sign in to HubSpotHubSpot opens its own page. Sign in if it asks, and pick the HubSpot account to connect if you have more than one.
5. 5
   Allow the connectionCheck the four permissions Save to Sell asks for and click Connect app. If HubSpot asks you to confirm, check that the app name is Save to Sell and follow its prompt.
6. 6
   Back in Save to SellYou land back on Integrations, and the HubSpot card says Connected with the HubSpot user you connected.

Start each connection from Connect HubSpot in Save to Sell, and finish it in the same browser within 30 minutes.

The four permissions Save to Sell asks for

HubSpot lists these on its Connect app page. Each one has a single job.

Bring your HubSpot contacts in

1. On Integrations, click Bring in my HubSpot leads.
2. Save to Sell looks in HubSpot and lists up to 500 of your contacts, the most recently updated first. Anyone already in your Sales Tracker is marked.
3. Search by name, company or email, and tick the people you want. Select shown ticks everyone in the list.
4. Click the Bring in button. New people become leads, and anyone already in your Sales Tracker gets tied to their HubSpot contact with their details left as they are.

Your plan's lead limit still applies: 250 leads on Free and 1,000 on Pro. The preview tells you how many new leads fit before anything is saved.

What comes in from HubSpot

Each new lead starts as New, with a note that says the day it came from HubSpot. Contacts with no name and no company are skipped. People you add in HubSpot later come in the next time you click Bring in my HubSpot leads.

What goes back to HubSpot

Each time you log a follow up on a lead that came from HubSpot, Save to Sell adds it to that HubSpot contact right after you save it.

• A call step goes back as a logged call. Any step with call, phone, ring, dial or voicemail in its name becomes a completed, outbound call on the contact, titled with the step name. Save to Sell never places the call.
• Every other step goes back as a note. An email, a LinkedIn connect, a letter or a drop by becomes a note on the contact.

The note or call carries the time you logged it, the step and your note, like this:

From Save to Sell: Email 2. Sent the spring maintenance schedule and asked about a walk through on Tuesday.

If HubSpot turns a follow up away, Save to Sell tells you, and the follow up stays saved in your Sales Tracker.

What Save to Sell leaves alone in HubSpot

• It never edits or deletes a HubSpot contact.
• It never reads or changes deals, tickets, tasks or emails.
• It never sends an email or places a call for you.
• Edits you make in HubSpot to someone already in your Sales Tracker stay in HubSpot. The lead in Save to Sell keeps its own details.

Disconnect HubSpot

1. In Save to Sell, open Integrations.
2. On the HubSpot card, click Disconnect.
3. Click Tap again to disconnect to confirm.

What happens to your data

• Save to Sell deletes its saved HubSpot keys and the ties between your leads and HubSpot contacts, and asks HubSpot to cancel its access.
• Your leads, notes and follow ups stay in Save to Sell.
• Notes and calls already on your HubSpot contacts stay in HubSpot.
• New follow ups stop going to HubSpot. To start again, connect HubSpot and bring your contacts in. Leads already in your Sales Tracker get tied again without being copied twice.

Uninstall Save to Sell from HubSpot

A HubSpot admin can remove the app from the whole HubSpot account.

1. In HubSpot, click the settings icon in the top bar.
2. In the left menu, go to Integrations, then Connected Apps.
3. On Save to Sell, click Actions, then Uninstall.
4. Type uninstall in the box and click Uninstall.

HubSpot ends Save to Sell's access for that HubSpot account. The next time Save to Sell tries to reach HubSpot, it deletes its saved keys and asks you to connect again. Your leads stay in Save to Sell, and your notes and calls stay in HubSpot.

Your data

• Your HubSpot keys are stored encrypted, and only Save to Sell's server can read them.
• We never sell your leads, and we never use them to train AI.
• Deleting your Save to Sell account in Settings deletes your leads and the HubSpot keys Save to Sell kept.

The full details are in the Privacy Policy and the Terms of Service.

Troubleshooting