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Roadmappy
CRM

Turn HubSpot notes into a clear picture of what customers need

Roadmappy reads the calls, emails, meeting notes and tickets your team logs in HubSpot and lets you ask questions across all of it, with a link back to every record.

Connect HubSpot
Live · included in Intelligence+
HubSpot
Roadmappy
What it reads

What Roadmappy reads from HubSpot

  • Calls, emails, meetings and notes
  • Tickets with subject, content, priority and stage
  • Contacts and companies, for context
  • Deals with stage, pipeline and close date
  • The owner behind each record
What you get
Every engagement, searchableEach call, email, meeting and note is read daily, so you can ask how often rota planning or payslips come up and see the records behind the answer.
Answers with the record attachedAsk Chat what prospects pushed back on this month. Every point links to the HubSpot engagement it came from.
Sales reports on a scheduleGet objections and lost-deal reasons from HubSpot and your other sources e-mailed every Monday, or on any cadence you choose.
See Chat
Examples

From a HubSpot record to an insight

Two records as they appear in the tool, and what Roadmappy takes from each. The original stays one click away.
HubSpot
In HubSpot

Call note, discovery call with a hotel group: “They plan rotas for three hotels in one spreadsheet. Asked twice whether managers can copy last week’s shifts into next week. Deal on hold until they know.”

What Roadmappy takes from itCited in Chat answers about shift planning
HubSpot
In HubSpot

Email from a bakery chain’s operations lead: “Our staff keep asking where their payslips are. They expect them in the app, not by email. Can you confirm this is coming?”

What Roadmappy takes from itShows up in the Monday report on payslips
Setup

Set up HubSpot in minutes

  1. 01Open Settings → Integrations and choose HubSpot.
  2. 02Click Connect to HubSpot and sign in to your account.
  3. 03Approve the read-only access Roadmappy asks for.
  4. 04Your CRM history starts loading in the background.
PlanIntelligence+HubSpot is included in Intelligence+. Pricing is flat per workspace, with unlimited users and no per-seat fees.Compare plans
Security
  • Built in Switzerland, hosted in the EU
  • Your data is processed in line with GDPR
  • Pause or remove the connection in Settings at any time
FAQ

Questions, answered.

Does Roadmappy write anything to HubSpot?

No. Roadmappy asks for read-only scopes. It never edits records, logs activity or sends anything from your HubSpot account.

How much history does Roadmappy read?

All contacts, companies, deals and owners, the latest 2,500 calls, emails, meetings and notes of each type, and the latest 5,000 tickets. After that, new and updated records are read every day.

Does everyone need a HubSpot seat?

No. An admin connects HubSpot once for the workspace. Everyone in Roadmappy can then use the data in Chat and Reports.

Can I pause the sync or remove the data?

Yes. Switch the integration off to pause reading and keep everything already there. A workspace admin can also delete the integration together with every record Roadmappy holds from it.

More integrations

Works well alongside

Let your customers drive the roadmap.

Connect a tool or two and your first prioritised feedback is ready the same day. Free to start, unlimited users on every plan.
Try Roadmappy free
Free to start · Unlimited users on every plan · No credit card