Setting Up Your HubSpot Integration
Thursday, October 1, 2026 at 5:52 PM
Here's a full guide on how to connect HubSpot and how the integration works.
So you're gonna go to your settings on the bottom left, go to the integrations page, and then you'll find the HubSpot integration down below, and you'll wanna click connect.
Once you click connect, it's gonna ask you to log in, and it's gonna have you verify as well. So I'll skip ahead.
Once you finish logging in, you'll be able to select your account here. When you click choose account, it's gonna load up your account.
Make sure you gotta grant it all the permissions, and then it'll take you right back to the integrations page, and you can see here that you're connected.
Then once you're connected, now you can sync two different things, meeting notes and action items. So we're gonna go to an example meeting here to test it out.
And if we click on one of our meetings, you'll see in the center, you have your meeting notes, and on the right side, you have your action items.
If you click the sync to HubSpot button here, it's gonna sync your meeting notes. It's gonna search by the participants. So as you can see here, it's automatically pulling, and that's from this email here because they're added as a participant. You can add more participants as well if you wanna link to different meetings here. But I'll click sync to HubSpot, and I'll click sync one,
And then it synced over. Same thing with meeting
action items. You can go over here, and you can bulk sync if you'd like. So you can do them all at once, or you can sync one at a time. So then when I go down, you can see I can do one at a time as well. So you have two options there. Once I click sync to HubSpot, it's gonna do the same thing, find the client, and then sync to that client as well.
Now we'll go over to HubSpot.
In HubSpot, you'll be able to click on the client, and then inside the activity section, you'll be able to see tasks and your meeting notes. Meeting notes are under the notes if you just want that, and tasks are under the task section as well. So this is gonna help you centralize all this information into HubSpot.
And that way, you can have all the info in one spot, and you don't have to switch between applications.
So, hopefully, enjoy this integration,
and happy using Ping.
Summary
The clip walks staff through connecting Ping to HubSpot and syncing meeting information so it can be accessed from a client’s HubSpot record. Once authorized, meeting notes and action items can be synced individually or in bulk.
- Connect via Settings → Integrations → HubSpot, sign in, choose an account, and grant the requested permissions.
- Sync meeting notes and action items from a meeting; HubSpot matches the client using meeting participants’ email addresses. Additional participants can be added to link other contacts.
- Find synced notes and tasks in the client’s HubSpot activity section, under Notes and Tasks, respectively.