HubSpot integration

Connect HubSpot and Swoop asks your sales team why deals, pipeline or win rate moved — the context a CRM field was never going to hold.

Why a human answer beats another chart

A CRM records what happened to a deal, in the categories someone chose in advance. It cannot record that procurement got stricter this quarter, or that a competitor changed its pricing — which is usually the actual reason the number moved.

What Swoop watches

Read-only, and only what you point it at.

  • Deals created by day
  • Deals won by day
  • Deal value
  • Deals lost

History arrives on connect. HubSpot can hand over past values, so signals can appear on the first sync rather than after a wait.

Goals you can track from this

Swoop reads what HubSpot already reports and proposes a goal with your own numbers in it — a baseline, a target you can change, and who to ask about it each week. Nothing is asked of anyone until you accept one.

Deals wonAverage deal valueDeals lost

What it asks, and who it asks

Questions are phrased from the change, never from a theory about the cause — a leading question gets you agreement instead of information.

The signal

Deals won fall while deals created hold steady

It asks

What are you running into late in these deals?

Routed to: Account executives with deals in that stage

The signal

Average deal value drops over a month

It asks

What are buyers pushing back on when it comes to scope or price?

Routed to: Sales, plus anyone in pricing conversations

The signal

Deals lost cluster in one segment

It asks

What do these accounts have in common that the CRM doesn't capture?

Routed to: The reps who worked them, and their manager

Usually answered by: Account executives, sales engineering and revenue leadership. Answering is free and unlimited on every plan — you are never billed for the people who reply.

Connecting it

A couple of minutes. A private app token with a single read scope.

  1. 01Private app token

    HubSpot: Settings → Integrations → Private apps → Create. Tick the crm.objects.deals.read scope.

  2. 02Choose what it may watch

    Every source states what it is allowed to look at. Ingesting everything available is how this becomes another dashboard nobody opens.

Credentials are stored in your own infrastructure and used read-only. Nothing is ever written back to HubSpot, and answers are synthesized by an open-source model on Amazon Bedrock inside your own AWS account — no foundational-model vendor sees your data.

Connect HubSpot and ask your first question

Free to start, and you only pay for panels that answer. A question nobody responds to, one that duplicates a live one, or one answered from what your people already told us costs nothing.

Start free

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