Merdial + HubSpot. Synced Both Ways.

Approved leads, meetings, outcomes and scored calls flow into HubSpot, and HubSpot deal changes flow back.

By Samir El Barbary, Founder, MerdialUpdated

The short answer

Merdial’s HubSpot integration is a two-way sync. Approved leads become HubSpot contacts and deals with every lead-form field; meetings and won or lost outcomes update the deal; scored calls are logged as Calls with their score and summary. Every five minutes Merdial reads deal changes back, and a call started or ended in HubSpot can start and stop the desktop app.

What syncs

  • Leads become contacts and deals

    Every lead-form field is written; fields HubSpot does not have are created as merdial_* properties.

  • Calls logged with their score

    Scored calls appear in HubSpot as Calls with the score and a summary.

  • Outcomes move the deal

    Won or lost in Merdial moves the deal; a deal won or lost in HubSpot proposes the meeting outcome back.

  • Calling from HubSpot

    A call started in HubSpot starts the desktop app listening and names the contact.

Set it up

  • In Merdial, an owner opens Settings → Connectors and chooses HubSpot.

  • Sign in to HubSpot and approve the requested access.

  • Merdial starts syncing approved leads, meetings, outcomes and scored calls.

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Questions people ask

Do transcripts or recordings go to HubSpot?

No. Scores and summaries are written to HubSpot; transcripts and recordings stay in Merdial.

Who can connect HubSpot?

Workspace owners connect and disconnect it; everyone can see its status.

How often does it sync?

Changes in Merdial are queued and sent within about a minute; changes in HubSpot are read every five minutes.

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