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Documentation Index

Fetch the complete documentation index at: https://docs.triplesession.com/llms.txt

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April 14, 2026New
A new OAuth connection for HubSpot, native cards inside HubSpot records, and self-service Aircall call filters.

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New HubSpot connection (OAuth)

The legacy token-based HubSpot connection is being replaced with OAuth — the same standard used by our Salesforce integration. An admin clicks to connect, approves in HubSpot, and returns to Triple Session. No more copying and pasting tokens. Benefits of the new connection:
  • Supports HubSpot App Cards (see below)
  • Removes rate limiting
  • Unlocks newer HubSpot API features
  • Enables automatic task creation (see below)

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HubSpot App Cards

Once connected via OAuth, Triple Session surfaces directly inside HubSpot:
  • Deal, Company, and Contact pages — see call scores, deal insights, and a direct link to the Triple Session report without leaving HubSpot
  • Ask AI Coach button — opens the AI Coach chat pre-loaded with context from that call or deal
  • Playbook score — shows the rep’s score for the associated call at a glance

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HubSpot Meeting control

Admins now control how Triple Session creates HubSpot Meeting records. Three options:
  • Always create — create a HubSpot Meeting for every pushed report
  • Update if exists, else create — update a matching meeting by URL; create one if no match found (previous default)
  • Update only, never create — update a matching meeting if one exists; skip entirely if not
Triple Session also now infers the meeting outcome automatically: Completed, No-show, or Rescheduled — based on what was said on the call.

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HubSpot Tasks

Triple Session can now automatically create tasks in HubSpot and assign them to the sales rep who did the call. The AI picks the task date and priority based on the call context. This is opt-in and off by default.

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Aircall call filters

Aircall customers can now self-serve their call filtering — no more contacting support to set up filters. Configure rules to skip or process calls based on:
  • Call direction (inbound/outbound)
  • Call duration
  • Contact domain or other call metadata
Filters are managed in Settings → Aircall.