This article explains how the Jiminny HubSpot integration works: which HubSpot plans are supported, how Jiminny connects, what it logs, and how it decides which Contact, Company or Deal a call is logged against. It is for HubSpot admins and Jiminny admins setting up or reviewing the integration.

Jiminny uses the HubSpot REST API and the Jiminny Chrome Extension. There is nothing to install in HubSpot. If you want to see Jiminny data inside HubSpot, see User Guide for Jiminny HubSpot App.

All HubSpot plans are supported: Free, Starter, Professional and Enterprise. For high-volume teams, or if you run several HubSpot integrations, we recommend Professional or Enterprise (or the API add-on) because they come with higher API limits.

HubSpot applies per-account API limits. Jiminny uses caching and a shadow copy of some data to keep its footprint small. Expect around 500 API calls per user per day, depending on how much activity goes through Jiminny.

Jiminny matches users to HubSpot by email address, so each user's Jiminny email must match their HubSpot email. Activities logged by a user show the integration owner as the record creator in HubSpot, but the user themselves as the owner.

The integration owner is the Jiminny user whose HubSpot connection is used for metadata and object sync. This must be a HubSpot admin with full permissions, because reading metadata requires permissions that regular users do not have. The first user to connect authenticates with OAuth 2 during onboarding and becomes the owner.

To see whether HubSpot is connected and who owns the connection, go to Settings > Integrations. You can change the owner from the same page.

Note: After you change the owner, the new owner has to log in to Jiminny. They are redirected to a page where they connect their HubSpot account. Sync does not resume until they have done this.

Jiminny logs video calls to HubSpot as engagements. The engagement type depends on the activity. To set up automatic or manual logging, see Setting up CRM Activity Logging. To log a call by hand, see Logging a call.

Logged activities appear on the timeline of the matching Contact, Company or Deal.

On Sales Hub Professional or Enterprise, you can add your HubSpot call and meeting types to the activities Jiminny logs, so they feed into your HubSpot reporting. First set up the types in HubSpot using HubSpot's guide, then map them to Jiminny activity types as described in Setting up Playbooks and Activity type.

Jiminny identifies who is on a call and looks them up in HubSpot by email address. How this happens depends on the type of activity.

Once Jiminny knows who was on the call, it decides which record to log the activity against. The same matching is used to associate emails with HubSpot records in Jiminny, but only video calls are logged to HubSpot.

Jiminny runs the following checks in order and stops at the first match.

Jiminny looks for a Contact whose email address exactly matches the customer participant's email address.

If it finds a Contact, Jiminny uses the Company the Contact is associated with. If there is no Contact, Jiminny looks for a Company whose Company domain name property exactly matches the participant's email domain and logs the call against that Company.

Jiminny looks at the Company's Deals. The list is filtered and sorted by your Opportunity matching setting first, then Jiminny takes the first Deal that fits:

If the Contact is not associated with any Company, Jiminny anchors on the Contact instead and looks at the Deals associated directly with the Contact, using the same filtering, sorting and order as in step 3.

This setting controls which Deals Jiminny considers and how they are ordered before the checks in steps 3 and 4 run. You will find it under Settings > CRM Activity Logging > Company-wide.