Can Memtro change anything in HubSpot or Gmail?

Only when you ask, and only where an administrator has granted it: HubSpot can create a contact, company, deal or ticket, linked to existing records, change properties on an existing record, including moving a deal or ticket to another pipeline stage, link two existing records to each other, or take a link apart, write a note onto records, log a call, a meeting or an email that happened, onto the records it concerns, create a task on records, with an owner and a due date; Gmail can send an email from the connected mailbox, reply in an existing thread, or save either as a draft, triage mail: archive it, mark it read or unread, star it, and add or remove labels, on a message or a whole conversation, move a message or a whole conversation to the Bin, or restore one from it, create a label in the mailbox. Every other tool reads, searches or lists.

Do I need both to be useful?

No, but the questions on this page need both. Connect one and it answers what that system knows; connect the second and the agent cross-references them by default, because it anchors records from both into the same memory.

How does Memtro know a record in HubSpot is the same customer as one in Gmail?

By resolving them to one entity in your organisation's graph — matched on email, domain, name and the identifiers each system exposes. That is what makes a question about a company reach both systems rather than searching twice.

How long does connecting take?

Minutes each. Private app token or OAuth for HubSpot, Google sign-in for Gmail, pasted on the Connections page. Each connection is personal or shared, and a shared one is granted to teams tool by tool.

Read what was actually said, not what was logged

Connect HubSpot and Gmail to one company memory, and a single question reads both.

CRM notes are a summary written by someone in a hurry. The thread is what was promised. Pre-call prep means reading both, in two places, and the thread is usually the one that gets skipped.

Connect both, free for 7 days Open Connections

Questions that need both

Each of these is unanswerable inside either product on its own. Agent mode reads both, resolves the customer to one entity, and ends with a line per system it consulted.

›Brief me on BigCo before the 3pm call, including the last email thread
›What did we promise Acme in writing, and is it in the CRM?
›Which open deals have had no email in three weeks?

What each side brings

HubSpot

Contacts, companies, deals and tickets, with the rest of the company's memory attached.

Search contacts, companies, deals and tickets with free text and property filters
Get a record with its associated companies, contacts and deals
Read notes attached to a record, newest first
Pipelines, stages and owners for translating ids

All of HubSpot →

Gmail

Search and read mail so the last thread with a customer is one question away, and send the reply when you ask.

Hourly sync: new threads become events, and senders and recipients join the graph as people at their companies
Search mail with Gmail query syntax
Read a message or thread as text
Personal connection: only your requests use it

All of Gmail →

Who this is for

Other seams worth closing

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