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Provider-specific CRM connection

Connect HubSpot. Let Twentto decide what deserves attention.

This page describes Twentto's current HubSpot connection. Connect it once and Twentto reads the account, deal and sales activity available through that connection to decide which actions genuinely deserve attention today.

HubSpot remains your CRM.

Twentto is not a CRM and is not trying to become one. Your pipeline, records, reporting and process stay in HubSpot, where your team already works.

Twentto works alongside it and answers a question your CRM was never designed to answer: of everything open right now, what deserves today?

What Twentto uses from HubSpot.

Companies
The accounts your team is responsible for, and how they are owned.
Contacts
The people involved, so a recommendation names someone rather than a record.
Deals
Open opportunities, their stage, value and movement over time.
Ownership
Who is accountable for what, which decides whose day an action belongs in.
Supported CRM activity
The sales activity HubSpot makes available through the connection: the work already happening around a deal.

From CRM information to an action.

Most CRM intelligence stops at an observation. An observation still leaves the seller to work out what to do, with whom, and whether it is worth doing now.

Observation

This deal has had no activity for 21 days.

Action

Call Sarah today. She asked you to reconnect this week, there is no future meeting scheduled and the opportunity is still active.

Illustrative example, not a customer record.

A HubSpot task is not the same as commercial priority.

A task is a record of a past intention. It goes overdue on schedule regardless of what the buyer has said since.

If a customer asked to be contacted at the end of August, an overdue task from July should not push a seller to act early. Twentto weighs the task against the timing the buyer actually gave, and can decide the action does not deserve today.

More on this in why an overdue CRM task does not always mean follow up now.

Stays up to date automatically

An administrator authorizes the connection once. After that, Twentto keeps its picture of your accounts, deals and available sales activity current in the background.

Read-only by design

Twentto reads your sales information and does not change your CRM records.

Access stays limited

Data stays inside your organization and people see only what they are authorized to see. More detail on security.

A complement, not a replacement.

HubSpot does a great deal that Twentto has no intention of doing. Twentto is useful in the specific gap between everything that is open and the handful of things worth doing today.

  • Teams that run HubSpot as their CRM and want help deciding what to do next.
  • Reps who still check several systems each morning before deciding where to start.
  • Teams where CRM tasks and guided actions are useful, but not treated as the definitive answer.
  • Teams where buyer timing and information from several tools are still weighed manually, one deal at a time.

Questions

Does Twentto replace HubSpot?
No. HubSpot remains the place where your team keeps its CRM records. Twentto works alongside it and helps decide which actions deserve attention today.
Does Twentto write back to HubSpot?
The current HubSpot connection is read-only. Twentto reads the sales information you authorize and does not change records in your CRM.
How does Twentto stay up to date?
Once the connection is authorized, synchronization runs automatically in the background. You do not need to trigger imports by hand.
Can Twentto see all HubSpot emails?
Visibility depends on what HubSpot makes available through the connection and what your organization authorizes. Twentto uses the sales activity available through the connection and does not assume access to everything in a mailbox.
Who should consider this?
Teams that use HubSpot as their CRM and still spend the first part of the day deciding, across several systems, which work actually matters.

Read next

See it against your own HubSpot pipeline.

We’ll show the actions Twentto prepares for a seller and where the sales leader’s judgment is needed.