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CRM & customer-facing integration

Momentum + HubSpot

Bring HubSpot deal and contact context into activity views for revenue and CS teams.

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What you can do

Deal and contact context
Rep activity view
Pipeline alignment
// CRM & customer-facing

How Momentum reads crm & customer-facing time

HubSpot time is captured by the desktop agent like any other app — here's how it flows into classification, scores, and dashboards.

01
Deal and contact work, measured honestly

HubSpot shows up on the Timeline as active window time, classified per your Global App Rules, so revenue and customer-success teams get an honest read of how much of the day is spent in the CRM versus outreach, calls, and follow-up elsewhere.

02
One record for reps and managers

Because every rep sees their own Timeline and productivity score, HubSpot activity becomes part of a shared, self-visible record — the same one a manager reviews — instead of a number that only appears in someone else's dashboard.

// Classification guidance

Where HubSpot should land in your app rules

HubSpot is usually Productive for sales, marketing, and CS departments and Unmarked elsewhere. If HubSpot time climbs while pipeline activity doesn't, that's a signal to look at the expected-vs-actual trend, not a reason to change the classification.

PRODUCTIVENON-PRODUCTIVEUNMARKED
app rules — crm & customer-facingLIVE
HubSpotPRODUCTIVE
61% of dept time
GmailUNMARKED
26% of dept time
LinkedInNON-PRODUCTIVE
14% of dept time
global rule + department overrides · sample data
// FAQ

HubSpot + Momentum, answered

Does Momentum see deal or contact details in HubSpot?+

No. It logs that HubSpot was the active window and for how long — never the deals, contacts, or notes inside it.

Is this a replacement for HubSpot's own reporting?+

No. HubSpot stays the system of record for deals and marketing performance; Momentum adds the desk-level focus and time context around that work.

Can marketing and sales have different rules for HubSpot?+

Yes. Department overrides let marketing and sales each classify HubSpot — and every other tool — according to how their team actually works.

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