Hubspot

Last updated: June 8, 2026

The Iris–HubSpot integration creates a live connection between your CRM and the Iris proposal generation tool. Once connected, Iris can read your HubSpot deal and contact data to generate proposals, account research, and competitive briefs. Next time you craft a proposal for a business case, SOW, or implementation plan, pull in all Deal notes, Contacts, and Company information to generate something tailored and customer-specific.

Select Proposals, and search for a HubSpot Deal to get started:

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Don't see Proposals? Contact your Iris CSM to get it turned on.

How to Set it up

  1. In your Iris sidebar, go to Settings → Integrations. Scroll to the HubSpot card.

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  1. Select Connect on the HubSpot card. You'll be redirected to the HubSpot OAuth authorization page.

  2. Log in to HubSpot if prompted, then select the HubSpot portal you want to connect to Iris.

  3. Select "Choose Account"

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  1. You'll be redirected back to Iris. The HubSpot card will show a Connected status badge. The integration is now active.

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To disconnect HubSpot, go to Settings → Integrations, locate the HubSpot card, and click Disconnect.

Note: Disconnecting HubSpot will immediately stop all data syncing between Iris and HubSpot. Existing proposals and records already generated in Iris will not be deleted, but Iris will no longer be able to pull live CRM data or write back to HubSpot until the integration is reconnected.

Need Help?

If you encounter issues setting up this integration please reach out to your Iris CSM or contact Iris support at support@heyiris.ai