> ## Documentation Index
> Fetch the complete documentation index at: https://www.caretta.so/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up Caretta for HubSpot

> Install, configure, use, disconnect, and uninstall the Caretta integration for HubSpot.

Connect Caretta to your HubSpot account to prepare for calls with CRM context, save meeting notes, and keep contact, company, and deal records current.

## Before you begin

You need:

* an active Caretta account and the latest Caretta app;
* a HubSpot account where you have Super Admin or App Marketplace access; and
* permission to access the CRM records you want Caretta to use.

## Install

The connection uses HubSpot's OAuth authorisation. You do not need to copy an API key into Caretta.

<Steps>
  <Step title="Open Caretta's Apps settings">
    Sign in to Caretta, open **Settings**, then choose **Apps**.
  </Step>

  <Step title="Start the connection">
    Find **HubSpot** in the CRM section, open it, and select **Integrate**. If another CRM is connected, disconnect it first.
  </Step>

  <Step title="Choose your HubSpot account">
    HubSpot opens in your browser. Sign in if asked, select the account you want to connect, and review the requested permissions. You need Super Admin or App Marketplace access in HubSpot to install an app.
  </Step>

  <Step title="Approve the connection">
    Select **Connect app**. HubSpot returns you to Caretta; the HubSpot row will show its connected date when setup is complete.
  </Step>
</Steps>

## Permissions

Caretta requests contact read access as required. The remaining permissions are requested as optional so Caretta can use the features you enable.

| HubSpot data               | How Caretta uses it                                                                            |
| -------------------------- | ---------------------------------------------------------------------------------------------- |
| Contacts · read            | Match call attendees to HubSpot contacts and load relevant CRM context.                        |
| Contacts · write           | Save notes and, when enabled, create or update contact records.                                |
| Companies · read and write | Match related companies and create or update them when post-call updates require it.           |
| Deals · read and write     | Find related deals and, when enabled, create a deal or update its stage from the call outcome. |

## Configure

In Caretta, return to **Settings → Apps** and open the connected HubSpot row. All post-call options are off until you enable them.

* **Auto-save meeting notes** — save Caretta's generated notes to matched HubSpot contacts after a call.
* **Save transcript to HubSpot** — add the call transcript as a separate HubSpot note when auto-save is enabled.
* **Confirm before HubSpot actions** — have Caretta propose post-call changes for your review instead of applying them automatically.
* **Post-call CRM updates** — let Caretta add a call note, match or create relevant records, and update a deal stage from the call outcome. Optional custom instructions can narrow this behaviour.

## Use HubSpot with Caretta

**Manual sharing.** Open a completed call in Caretta and choose **Share to HubSpot**. Confirm the matched contacts, search for another contact if needed, then save the meeting notes.

**Automated actions.** If you enabled auto-save or post-call CRM updates, Caretta processes the call when its notes are ready. You can view post-call runs in Caretta's Automations area. Enable confirmation if you want to review proposed HubSpot changes first.

## Disconnect and uninstall

### Disconnect in Caretta

<Steps>
  <Step title="Open Apps settings">
    Open **Settings → Apps**.
  </Step>

  <Step title="Disconnect HubSpot">
    Open HubSpot and select **Disconnect**.
  </Step>

  <Step title="Confirm">
    Confirm the disconnection.
  </Step>
</Steps>

### Uninstall in HubSpot

<Steps>
  <Step title="Open connected apps">
    In HubSpot, open **Settings → Integrations → Connected Apps**.
  </Step>

  <Step title="Uninstall Caretta">
    On Caretta, choose **Actions → Uninstall**.
  </Step>

  <Step title="Confirm">
    Type **uninstall** and confirm.
  </Step>
</Steps>

See [HubSpot's uninstall instructions](https://knowledge.hubspot.com/marketplace/install-apps-in-the-hubspot-marketplace#how-to-uninstall-an-app) for more detail.

<Info>
  **What happens to your data:** disconnecting or uninstalling stops new HubSpot reads and writes. Contacts, companies, deals, and notes already saved in HubSpot remain there. Your existing Caretta call data is not deleted automatically; it remains subject to Caretta's [Privacy Policy](https://www.caretta.so/privacy).
</Info>

## Need help?

Email [founders@caretta.so](mailto:founders@caretta.so) with your Caretta account email and the step where you got stuck. Do not send passwords, access tokens, or confidential CRM data.