YOUR CRM, YOUR CONNECTION

Prepare with your HubSpot context.

Connect your own account and choose a customer to use in your preparation. You can skip this and start manually.

HubSpot is optional

You can build your first call plan without connecting anything.

Get my first call plan · Continue without HubSpot

Your HubSpot connection

Each SalesPrep Pro user connects their own HubSpot account. Read permission covers companies, contacts and deals. Optional note permission lets you send only the reviewed text to a record you select. No recordings or full transcripts are sent automatically.

Connection tokens are encrypted and stored against your SalesPrep Pro sign-in. Disconnecting removes those tokens. Records are loaded on demand. Use in preparation opens a review before replacing your draft; it does not generate a brief or send context to AI until you choose to do so.