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How to connect HubSpot to Triple Session's AI Coach

Bring your HubSpot meetings into the platform for AI-powered insights.

Marina Leite avatar
Written by Marina Leite
Updated over a week ago

Connecting HubSpot to AI Coach

Integrate HubSpot with Triple Session's AI Coach to get AI-powered insights on your meetings. Follow these steps:

Step 1: Go to AI Coach's settings

  1. Log into your Triple Session account.

  2. Click the Settings tab from the sidebar menu (1).

  3. Alternatively, you can access Settings from within any AI Coach page—Analytics, Meetings, or Moments (2).

Step 2: Connect HubSpot under "Call Integrations"

  1. In the Settings page, navigate to the AI Coach section.

  2. Click on Call Integrations.

  3. Find HubSpot among the listed call recording tools, then click Connect.

Step 3: Authorize HubSpot access

  1. Sign in to your HubSpot account.

  2. Choose the account you want to connect.

  3. Grant permission for AI Coach to access your HubSpot recordings and meeting data.

Step 4: Automated Reviews

Once HubSpot is connected, AI Coach will automatically begin analyzing your meetings through Automated Reviews.

✅ Automated Reviews are enabled by default

This means AI Coach will automatically review and summarize your HubSpot calls shortly after they end—no manual action needed.

💡 Prefer manual reviews?

If you'd rather review meetings on your own time, you can disable Automated Reviews at any point. In this case, you have two options to review meetings:

  • Import from HubSpot: Use the integration to select and import past meetings.

  • Upload a file: Upload a HubSpot meeting file directly (audio or transcript).

Learn more:

Want to connect more tools?

You can also integrate additional call recording platforms like Google Meet, Zoom, Aircall, Fireflies, and Microsoft Teams to get even more coverage across your meetings.

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