HubSpot as an idea source

Every week (Monday), the HubSpot connection looks at the last two weeks' won and new deals, stage changes and completed meetings, and turns them into 0–3 topic ideas – for example the lesson from a finished project, without names.

Before you start

You need the owner or editor role in Sayweek and a HubSpot account that can authorise an app.

Connect

1. 1Open Settings → All integrations and click the HubSpot card (the same panel is also on Mail and calendar).
2. 2Click + Connect HubSpot.
3. 3In HubSpot, choose the account and allow access.
4. 4Back in Sayweek, if you have several brands, choose under Brand which one the ideas are for – or keep Any brand (Claude picks).

What Sayweek reads

• Read-only – nothing is written back to HubSpot.
• Before anything goes to the AI, company and person names, email addresses, amounts and anything price- or contract-related are masked; only industry, company size band, stage and a few topic words are sent.
• Your client names are masked too.
• No CRM data is stored, only a short-lived fingerprint so the same event doesn't come twice.

Run now gets ideas straight away; the account row shows the result of the last run. Ideas appear under Ideas → From mail & calendar.

Disconnect

1. 1Open the HubSpot panel (Settings → All integrations → HubSpot).
2. 2In the account row, click Disconnect and confirm. Ideas already created stay.