Solidroad + HubSpot Integration Guide

Last updated: July 17, 2026

Automatically evaluate your HubSpot conversations (chats, emails, and logged calls) using Solidroad's scorecards. This guide walks you through connecting HubSpot, then running quality assurance (QA) at scale.

Before you start: You'll need a HubSpot account with admin (or app install) permissions to authorise the connection, and a Solidroad user role with permission to manage integrations.

What the HubSpot integration does

The HubSpot integration pulls your CRM conversations (from the shared inbox, chats, emails, and logged calls) directly into Solidroad, where they can be scored automatically against your customised scorecards.

You can build scorecards to evaluate:

  • Soft skills, such as empathy, tone, and rapport

  • Technical accuracy

  • Process adherence

  • Any other team-specific criteria

Because you can run bulk evaluations, you can score hundreds or thousands of conversations in a single session - surfacing performance insights, coaching opportunities, and trends across your whole team.

Step 1: Turn on the HubSpot integration

Enable HubSpot from within Solidroad so it can request access to your conversation data.

What to do:

  1. Log in to Solidroad.

  2. Go to the Integrations tab in the bottom-left corner of the main navigation.

  3. Find HubSpot and toggle it on.

Step 2: Authorise the connection

Approve Solidroad's access to your HubSpot data.

What to do:

  1. When the access prompt appears, review the data being requested and continue.

  2. You'll be redirected to HubSpot — sign in, choose the correct account, and approve the integration.

  3. You'll return to Solidroad, where the toggle now shows as active, confirming the connection is complete.

Why it matters: Authorising with the right account gives Solidroad read access to the conversations you want to score. Without it, no conversations will be available in your evaluations.

How to run QA on HubSpot conversations

Solidroad can score chats, emails, and logged calls from HubSpot.

Step 3: Start a new bulk evaluation

Create the evaluation that will pull in and score your conversations.

What to do:

  1. Go to the Quality tab in Solidroad.

  2. Click Create Evaluation.

  3. Enter a name for your evaluation.

  4. Confirm that HubSpot is selected as the source — it may be preselected by default.

Step 4: Choose a scorecard

Decide which criteria the conversations will be measured against.

What to do:

  1. Select an existing scorecard, or create a new one.

Step 5: Filter your conversations

Narrow down which conversations are included in the evaluation.

What to do:

  1. Define your filter conditions — for example date range, channel, or inbox.

  2. Optionally, use custom attributes (such as pipeline, owner, or tag) to refine the set further.

Step 6: Select the agent and analyse

Tell Solidroad which agent to score, then run the evaluation.

What to do:

  1. On the final step, specify which agent (owner) should be scored when multiple people handled a single conversation.

  2. Click Analyze. Processing may take a few moments depending on the volume of conversations.

Reviewing evaluation results

Once the evaluation completes, you'll see a three-panel layout:

  • The left panel lists every conversation included in the evaluation.

  • The middle panel shows the full HubSpot conversation — messages, notes, and logged activity.

  • The right panel shows the auto QA results: the overall score, breakdowns by scorecard section, first response time, handling time, and suggested improvements with specific examples.

Troubleshooting

  • No HubSpot toggle in the Integrations tab? Confirm your Solidroad user role has integration permissions.

  • Authorisation failed? Make sure you're logged into the correct HubSpot account with permission to install apps.

  • No conversations appearing? Review your filters and conditions — widen the date range or check that the relevant inbox is included.

Now that HubSpot is connected, you can score conversations in bulk, track performance, and turn insights into coaching.

If you have any further questions or need assistance, please refer to our support resources or contact the Solidroad team via the Get Help tab within the platform.