Get started with Mili + 
Hubspot

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How it works

Settings → Integrations → Click "Connect HubSpot" → Authorize.
Choose record type to sync notes and action items to.
Review notes post meetings & choose record type to sync instantly.
Approve tasks with title, assignee, priority & due date. Sync instantly.

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Frequently Asked Questions

01
What meeting data flows to Hubspot?

Meeting summaries capture key discussions, decisions, and next steps. Tasks sync with complete details including title, description, due date, and assigned owner. You choose which Hubspot object to attach each note or task to.

02
Where in Hubspot can Mili sync data?

You can push to Contacts, Companies, Deals, Leads, and Events. When you sync, Mili shows exactly which destinations are available so you can select the right object for each note or task.

03
Will Mili automatically update Hubspot?

Every sync requires your explicit approval. You review all notes and tasks before they enter Hubspot. That means your CRM stays accurate and up to date.

04
Does Mili continuously access our Hubspot data?

No. The Hubspot integration is push-only - Mili sends notes and action items to Hubspot but does not pull meeting prep or client profile data. Mili only accesses Hubspot to identify sync destinations when you initiate a sync.

05
What determines Mili's access in Hubspot?

The integration matches your exact Hubspot user permissions. If you can see it in Hubspot, you can access it through Mili. Your existing security model stays intact.

06
Can we customize the Hubspot integration?

Yes, your dedicated CSM will help configure which data types push to which objects, custom object mappings, and naming conventions for tasks. Email support@getmili.ai to discuss your specific Hubspot workflow requirements.

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Ready to connect Mili with 
Hubspot
?

Prepare with CRM context, capture meeting insights automatically, and query client data instantly.

Let Mili handle the busy work while you focus on clients.

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