HubSpot
Connect HubSpot to pull deals, line items, and attached contracts, and reconcile them against billing and the ledger.
Integration Summary
Meshly connects to HubSpot to read your deals, their line items, and the contracts attached to them, so Meshly can check that what was sold matches what was signed and billed.
What this integration enables
Deals and attached contracts flow into Meshly's reconciliation, where they are matched against your other connected systems. Meshly's weekly report includes a deal-movement view.
Prerequisites
- Access requirements: a HubSpot user who can install apps in your portal
- Grant read access to Files when prompted, so Meshly can read contracts attached to deals
How to Connect
Steps at a high level:
- Go to Settings and open the Integrations tab.
- Click Connect HubSpot.
- Sign in to HubSpot, choose your portal, and approve access.
What happens immediately after connection
- Meshly runs a first sync across your whole portal.
- After that, Meshly checks for new and updated deals on a schedule.
Data Meshly Ingests
Objects
- Deals
- Companies
- Line items and products
- Contract files attached to deals
Access
- Read-only. Meshly never writes to HubSpot.
Troubleshooting
- Contracts missing from deals: confirm Files access was granted, then reconnect.
- Token expired: reconnect HubSpot in Integrations.
Support
Email hello@meshly.ai with the deal ID and a short description of the issue.
Need help? Email hello@meshly.ai