Benefits of Connecting HubSpot to Windmill
Connecting HubSpot to Windmill ensures customer-facing work — from pipeline progress to relationship-building — is reflected automatically in performance conversations.- Captures deal movement and account work without requiring reps to “self-report”
- Gives managers coaching context grounded in real customer activity
- Ensures employees get credit for behind-the-scenes relationship work
- Reduces time spent preparing for reviews, calibrations, and promotions
- Makes performance evaluations more objective and tied to measurable outcomes
Connected Data
When connected, Windmill securely reads high-signal activity from HubSpot:| Data Type | How Windmill Uses It |
|---|---|
| Deals, stages, and pipeline progression | Displays momentum and conversion patterns over time |
| Account and contact ownership | Attributes customer work to the correct employee |
| Meeting + call activity metadata | Shows engagement, responsiveness, and consistency |
| Notes and logged interactions | Adds qualitative coaching context to 1:1s and reviews |
| Emails (metadata only, not full content) | Surfaces follow-through and communication patterns |
Windmill only syncs the fields required to provide accurate performance context — not your full CRM export.
Permissions
Windmill requests read-only, scoped access via HubSpot OAuth.| Permission | Purpose |
|---|---|
| Read deal + pipeline metadata | To reflect progress, contribution, and momentum in performance discussions |
| Read account/contact ownership info | To map customer work to the correct employee profiles |
| Read activity/event metadata (meetings, calls, emails) | To show effort, engagement, and follow-through patterns |
| No write access | Windmill never modifies deals, notes, contacts, or records in HubSpot |
| Scoped to selected pipelines / objects | You maintain full control over what is shared and synced |
Windmill follows a least-privilege access model — request only what’s necessary for coaching & performance insight.
FAQs
Does Windmill sync full email content?No. Windmill only syncs metadata (e.g., that a follow-up occurred), not message bodies. Does Windmill write anything back into HubSpot?
No. The integration is strictly read-only. How often does Windmill sync data?
Continuously. Updates appear in Windmill shortly after they occur in HubSpot. Is this integration secure?
Yes. All data is encrypted in transit and at rest. Windmill meets SOC 2 security standards and tracks only necessary activity-level context. What if a rep changes roles or leaves?
Their historical contributions remain for context, but Windmill stops attributing new activity once they’re deactivated.