What Firstweek reads from HubSpot
- Deal records - amounts, stages, outcomes
- Pipeline stage definitions
- Engagement note and call summaries (no email bodies)
- Contact titles and departments, company industry and size
What's explicitly excluded
- Marketing contact lists
- Email bodies
- Revenue forecast data
What shows up in the briefing
Win/loss patterns, deal-stage norms, and pipeline structure become part of the "institutional knowledge" section of the briefing - the objection-handling and territory context a new AE would otherwise only learn by shadowing calls for a month.
Read-only, and nothing raw is ever stored
Every integration - HubSpot included - connects read-only. Firstweek can never write to, modify, or delete anything in your tools. HubSpot content is processed in memory and never persisted; only AI-generated summaries, and opt-in source snippets up to 200 characters, are saved.
Full detail: read the trust & security page for the complete data-handling policy, or the subprocessors list for exactly what HubSpot data category is disclosed.
See what a real briefing built from sources like HubSpot actually looks like.
See a sample briefing →