Who can use this
- Admins and RevOps teams validating HubSpot activity behavior.
- Operators investigating why a meeting, note, or recording link did not appear on the expected HubSpot record.
Before you start
- Connect HubSpot first.
- Confirm the meeting is visible in Ergo and has a recording link before expecting a HubSpot link.
- Confirm the HubSpot record match and the configured activity destination.
Steps
- Open the meeting in Ergo and confirm the meeting is processed.
- Check the matched HubSpot deal, company, or contact.
- Review the HubSpot activity/link workflow with your admin.
- If the link is missing, check record matching before assuming HubSpot sync failed.
What to expect
- HubSpot activity output depends on the connected HubSpot account, record matching, and the configured CRM write path.
- Ergo should not promise a recording link on every HubSpot record. Meetings without a recording, unmatched records, or blocked HubSpot permissions can prevent the link from appearing.
- If your team uses custom HubSpot properties or activities, validate the exact destination during setup.
Common issues
- The meeting did not process or does not have a recording link.
- The HubSpot record was not matched to the meeting.
- HubSpot permissions or activity configuration block the write.