HubSpot
Two-way sync between TrailerCast and your HubSpot portal. Deal status flows in. Trailer activity flows out. Auto-linked on the prospect's email, with zero manual matching.
How data flows
Three TrailerCast events push to your deal timeline. One pull keeps deal status in sync the other direction.
- Trailer sentshare URL · seller note · timestamp
- Prospect viewedview %, watch time, viewed_at
- Prospect replymessage body · sender · timestamp
- Deal status syncstage · value · won/lost/pending
- Deal timelineEngagements (Notes) on the Deal
- Deal pipelineDeal stage + pipeline status
- Contact lookupEmail match → linked deal
What TrailerCast reads from HubSpot
Pulled on every new share + every 30 min for already-linked deals. Read-only: TrailerCast never modifies your deal stage, value, or pipeline.
| TrailerCast surface | HubSpot field |
|---|---|
| Deal status pill (won / lost / pending) | deal.dealstage → pipeline.stages[].metadata.isClosed + probability |
| Deal value on the demo card | deal.amount |
| Linked deal name | deal.dealname |
| Stage label | pipeline.stages[].label |
| Linked contact identity | contact.email + firstname + lastname |
What TrailerCast writes to HubSpot
Three event types append a Note (Engagement) to the linked deal. Notes are visible on the deal's Activity timeline for the rep + their team.
| Event | What gets written | Where |
|---|---|---|
| Trailer sent | Recipient name + share URL + seller note (if any) | Engagement (Note) attached to the linked Deal |
| Prospect first view | Recipient name + completion % + watch time + share URL | Engagement (Note) attached to the linked Deal |
| Prospect reply | Sender name + first 280 chars of the message + share URL | Engagement (Note) attached to the linked Deal |
Each note is timestamped to when the event happened and includes a deep-link back to the share page in TrailerCast. One click takes the rep from the HubSpot timeline to the trailer the prospect actually watched.
Setup takes 60 seconds
Click Connect HubSpot in Settings → Integrations
Admin-only. Takes you to HubSpot's standard OAuth consent screen.
Sign in with your HubSpot credentials, pick the portal
TrailerCast never sees your password. HubSpot returns a scoped token; we encrypt it before storage.
Land back in TrailerCast, you're done
The Settings tile flips to 'Connected' with your portal id. The next trailer you share to a prospect whose email is in HubSpot auto-links to that deal.
Background sync runs every 30 minutes
Deal status updates flow back automatically. When a prospect's deal moves pending → won in HubSpot, the demo card updates within the next sync cycle.
Security & permissions
How we store your token
- OAuth 2.0. TrailerCast never sees your HubSpot password.
- Access + refresh tokens encrypted at rest with AES-256-GCM.
- Disconnect any time. Your admin clicks Disconnect, the row is revoked, and no further calls happen.
- Every connect / disconnect logged to your TrailerCast audit log.
Requested OAuth scopes
Minimal. We don't ask for write scopes on deals, contacts, or companies. Only Engagements (Notes).
oauthRequired to refresh access tokens. No data access in itself.crm.objects.deals.readRead deal status + value + stage to render the deal pillcrm.objects.contacts.readLook up the contact by email when a trailer is sharedcrm.objects.companies.readResolve the deal's associated company for richer attribution
Connect HubSpot in your Integrations tab.
One click for admins. The next trailer you share to a known prospect lights up the deal pill with real data.