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HubSpot does double duty in Yuzu: it’s both a notetaker source (call recordings and meeting transcripts logged on contacts) and a CRM destination (videos can be attached to deals and contacts as engagements). This page covers the connection itself. Auth method: OAuth 2.0.

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Prerequisites

  • A HubSpot account on a plan that exposes the API (Starter, Professional, or Enterprise).
  • Permission to install third-party apps on your HubSpot portal.
  • HubSpot Sales or HubSpot Service with call recording / meeting transcripts enabled if you want those imported.

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OAuth scopes

Yuzu requests these scopes during the OAuth flow:
  • oauth — required for all OAuth flows.
  • crm.objects.contacts.read — to look up contacts associated with calls.
  • crm.objects.owners.read — to map HubSpot owners to Yuzu users.
Workspace admins can override this scope list via the HUBSPOT_SCOPES environment variable on the Yuzu deployment, but the defaults cover the standard sales recap workflow.

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Setup

1

Open Yuzu Settings → Integrations

Go to Settings → Integrations, click Connect Notetaker, and choose HubSpot.
2

Authorize Yuzu in HubSpot

HubSpot redirects you to a consent screen listing the scopes above. Pick the HubSpot account/portal you want to connect and click Connect app.
3

Land back on Yuzu

HubSpot redirects you back to Yuzu’s settings page. The HubSpot row now shows your Hub ID and a Connected badge.
4

Optionally sync recent meetings

Click Sync Meetings and pick Last 7 days, Last 2 weeks, or Last 4 weeks to backfill HubSpot calls and meetings into Yuzu. A 7-day sync also kicks off automatically right after you connect.

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What gets pulled

For each HubSpot call/meeting Yuzu has access to:
  • The transcript (if HubSpot transcribed the call).
  • The recording URL.
  • Title, date, duration, organizer, and attendee emails.
  • The associated HubSpot contacts and owner.
Sales calls are eligible to trigger a recap video based on your automation rules.

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Disconnecting

There are two layers to disconnect:
  1. In Yuzu — click Disconnect HubSpot in the integrations row. This revokes the refresh token on HubSpot’s side and stops Yuzu from pulling new data.
  2. In HubSpot — to fully remove the Yuzu app, go to HubSpot Settings → Integrations → Connected Apps and uninstall it. This is a HubSpot limitation: revoking the refresh token does not uninstall the app.
Until you uninstall the app in HubSpot, the Yuzu listing remains visible under Connected Apps even after you disconnect inside Yuzu.

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Token refresh

HubSpot access tokens expire every 30 minutes. Yuzu automatically refreshes them using the stored refresh token before each API call, so you should never need to re-authorize unless you explicitly disconnect.

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Troubleshooting

The most common cause is your HubSpot user not having permission to install third-party apps. Ask a HubSpot super admin to install Yuzu, or have them grant you the Account Access > Edit account integrations permission.
Open Settings → Integrations → HubSpot and click Sync Meetings → Last 7 days. If the sync completes with zero imports, your HubSpot account may not have any transcribed calls or logged meetings in that window.
HubSpot only generates transcripts for calls placed through HubSpot’s calling system on supported plans. External calls logged manually won’t have transcripts. Check the call record in HubSpot — if no transcript shows there, none will reach Yuzu.
The Yuzu UI status reflects the local integration record. If you reconnect, Yuzu reuses the same notetaker_integrations row. To wipe the connection completely, disconnect in Yuzu and uninstall the app in HubSpot under Settings → Integrations → Connected Apps.