HubSpot & Salesforce
Your CRM stays honest automatically: contacts sync from bookings, and action items from AI meeting analysis land on the record.
CRMs are only as good as what gets entered — and after a long call, nobody enters anything. PepoSmart connects to HubSpot and Salesforce so the pipeline maintains itself: people who book with you sync as contacts, and the action items extracted by AI meeting analysis sync to your CRM without a single manual field update.
That's the difference between a CRM that reflects reality and one that reflects your discipline on a busy Friday. The meeting happened, the AI heard the commitments, the CRM knows.
What you can do with hubspot & salesforce
Contact sync from bookings
New invitees flow into HubSpot or Salesforce as contacts — no exports or copy-paste.
AI action items on the record
Commitments detected in recorded meetings sync to your CRM, so promises made on calls become tracked tasks.
Secure OAuth for both
Standard HubSpot and Salesforce OAuth connections with encrypted tokens — revocable anytime.
How it works
- 1
Connect your CRM
Authorize HubSpot or Salesforce from the integrations page.
- 2
Bookings sync contacts
People who book with you appear in your CRM automatically.
- 3
Meetings feed the record
Action items from AI meeting analysis sync to the CRM — the record updates itself.
Everything included
- HubSpot OAuth integration with contact sync
- Salesforce connected-app integration
- AI-extracted action items sync to the CRM
- Recent CRM activity visible on the meeting page
- Encrypted, auto-refreshed tokens
- Pairs with AI follow-up emails for a closed loop
Frequently asked questions
Which CRMs are supported?+
HubSpot and Salesforce — both via their standard OAuth connections.
What exactly syncs?+
Contacts from your bookings, and action items extracted by AI analysis of recorded meetings — so commitments made on calls show up on the CRM record.
Do I need a paid CRM tier?+
You need a CRM account that allows connected apps — PepoSmart works with standard HubSpot and Salesforce connections.
Try hubspot & salesforce today
Free plan includes unlimited meetings and every core scheduling feature. Upgrade anytime.
Get started freeRelated features
AI Meeting Notes
An AI notetaker joins your Zoom, Google Meet, or Teams call, records it in HD, and delivers a transcript, summary, and action items minutes after you hang up.
AI Follow-up Emails
Minutes after a call ends, a follow-up email is drafted from the transcript — matched to what you actually promised. Review, edit, send.
Slack
Booking notifications where your team already lives — new meetings announced in Slack the moment they're booked.