Settings
Manage integrations and account settings.
Connect the CRM accounts used for timeline notes, customer handoffs, and team workflows.
CRM connections
Connect the CRM workspace where deal notes should be written.
HubSpot: Not connected
HubSpot
Authorize dealbrief in HubSpot so notes can be pushed to the records your team already manages.
Private app token
Use a HubSpot private app token for controlled workspaces that already manage private app access.
Connect HubSpot to write deal briefs to authorized CRM records.