HubSpot

What Sales Ask uses in HubSpot

Object	How Sales Ask uses it
Deals	Reads Deals to match calls and sync value and stage
Contacts	Reads Contacts to match calls; creates Contacts when a rep adds a new client
Meetings	Reads upcoming Meetings on Deals and Contacts to show the rep’s appointments
Notes	Adds a Note with the summary and recording link to the Deal, or the Contact if there’s no Deal
Owners	Matches reps to HubSpot users by email
Deal pipelines	Reads deal stages so you can map them to open, won, or lost
Properties	Checks for the optional Home Inspection Date property

Creating a private app requires Super Admin access in HubSpot.

Get your token

In HubSpot, go to Development → Legacy apps → Create legacy app → Private.

Name the app Sales Ask.

On the Scopes tab, click Add new scope and select these scopes:

Scope	What Sales Ask uses it for
`crm.objects.contacts.read`	Read Contacts and Meetings
`crm.objects.contacts.write`	Create Notes and new Contacts
`crm.objects.deals.read`	Read Deals and deal pipelines
`crm.objects.owners.read`	Match reps to HubSpot users
`crm.schemas.contacts.read`	Read the Home Inspection Date property on Contacts (optional)
`crm.schemas.deals.read`	Read the Home Inspection Date property on Deals (optional)

HubSpot covers Notes and Meetings with the Contacts scopes, so they have no separate scopes.

Click Create app, then on the Auth tab, reveal and copy the access token.

What Sales Ask uses in HubSpot