Connect HubSpot and import deals

Connect

1. 1Go to Settings → Integrations and choose Connect HubSpot.
2. 2Sign in to HubSpot and approve the access. Veew reads deals, companies, contacts and line items; it never edits your pipeline.
3. 3You land back in Veew with HubSpot showing as connected. Any owner or admin can do this once for the whole workspace.

Import a deal

Importing copies the deal's details into Veew so a document can be written from them. Your HubSpot record is the source; the imported copy is what the document reads.

1. 1From Deals, choose Import from HubSpot and search for the deal by company or name.
2. 2Pick it. The company, contacts, amount and line items come across, along with mapped fields from Settings → Fields.
3. 3Later, use the deal's HubSpot action to pull the latest mapped fields again. Your local edits are kept.

What goes back to HubSpot

With write-back on, engagement is written to the deal: when a proposal is opened, how long each section was read, and when it is accepted. It lands on the deal's timeline so the rest of the team sees it without opening Veew.

You can also show the Veew card on HubSpot deal records; the setup guide for that is under Settings → Integrations once HubSpot is connected.