Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
Access Type Shared Mesh Subscription - Foundation, Growth, or Command plans
Overview
1/4 - app client walkthrough and demo
Mesh is a client–advisor workspace for growing businesses. Clients connect their HubSpot account so contacts, companies, and deals appear inside Mesh. Assigned advisors and Mesh admins can review that live CRM data to coach pipeline, prioritize accounts, and shape sales strategy—without leaving Mesh or duplicating records in another CRM.
Key problems Mesh solves with HubSpot:
• Advisors lack a shared view of the client’s real pipeline and accounts
• Switching between HubSpot and advisory tools slows collaboration
• Teams need read-only CRM context for strategy, not another place to edit HubSpot
How it works: the client signs in to Mesh, opens Sales (or Settings → Integrations), clicks Connect HubSpot, and authorizes read access. Mesh syncs contacts, companies, and deals for that organization. Disconnect anytime from Mesh.
Features
HubSpot integration
Connect your HubSpot account with Mesh so that your major HubSpot KPIs like contacts, deals etc are viewable in Mesh. Connect HubSpot so contacts, companies, and deals are viewable in Mesh for clients and advisors. Sync is read-only; Mesh does not write back to HubSpot. Mesh at certain specified times, syncs data from HubSpot into Mesh Database.
AI insights on HubSpot KPIs
Ask Mesh AI questions about your connected HubSpot data such as pipeline value, open deals, and contact counts. Once user connects their HubSpot account with Mesh, the KPIs mentioned above are stored in Mesh database. The assistant reads HubSpot CRM metrics synced into Mesh and explains them; it does not create, update, or delete HubSpot records.
App Functionality
Shared Data
Contacts | ||
Deals | ||
Companies |
Mesh requests read-only HubSpot scopes for companies. Data syncs one way: HubSpot → Mesh. Mesh does not create, update, or delete HubSpot records.
Reviews
Pricing
Foundation
CA$999
/monthFoundation
CA$999
/month* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 11/11/2026
More info
Built by - Mesh Inc.
Installs - <10 installs
Categories Languages this app is available in English
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