SalesSavvy HubSpot Setup Guide

1. The Handshake (Connect & Login)

Click the Connect button on this page. Log in with your usual HubSpot account. If you have multiple HubSpot accounts, select the one you want to enable for SalesSavvy.

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2. Grant Permissions

Review and authorize the requested permissions. Your data remains your source of truth. SalesSavvy uses it only to help you get more value from HubSpot.

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3. Add the SalesSavvy Card to the Contact Page

  • After authorization, you can generate pre-meeting insights in SalesSavvy and sync selected data back to HubSpot.
  • We also provide HubSpot smart cards that can be added directly to the contact page, so you can view pre-meeting insights without leaving HubSpot.
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4. Create a Dedicated Tab

In the tab editor, click "Create new tab". Name it "SalesSavvy" or any label you prefer. This gives your insights a clean and dedicated space.

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5. Add the Intelligence Card

Open the new tab, choose "Add card", search for "SalesSavvy" in the card library, and select it. Then save and exit.

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6. You're All Set

Open any contact, switch to your new "SalesSavvy" tab, and review pre-meeting insights directly inside HubSpot.

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7. Uninstall SalesSavvy

  • Click the Marketplace icon at the top of HubSpot.
  • Open Connected Apps.
  • Find SalesSavvy, then click Actions > Uninstall.
  • Type "uninstall" to confirm and complete the removal.
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