Create an Aligned Room from HubSpot to link the Room to a specific Deal, Company, or Contact and start with pre-filled company details. Pick a template (or start from scratch), then let Aligned create the Room and attach it to the HubSpot record. Open the Room from HubSpot anytime from the Aligned card. Keep one Room per record to avoid duplicates.
Prerequisites & Requirements
Plan:
All plans. Free, Basic, and Pro accounts are limited by the number of CRM-connected Rooms and cannot make CRM Room creation mandatory.
Enterprise accounts have full access.
Private accounts (personal email) cannot connect HubSpot.
Permissions:
Create a Room from HubSpot: the owner of the Deal, Company, or Contact in HubSpot
Set up the integration: Aligned account Admin
Technical Specs:
Connect HubSpot at the account level (workspace admin controls the integration settings).
One HubSpot object connects to one Aligned Room at a time.
How to create a Room from HubSpot
In HubSpot, open a Deal, Company, or Contact record.
In the Aligned card, click Create room.
In the new Aligned tab, select a template or choose to create from scratch.
Start working in the Room or return to HubSpot.
Aligned creates the Room, links it to the HubSpot record, and shows it in the Aligned card on that record.
How to connect an existing Room to a HubSpot object
In Aligned, open the Room and click the CRM icon in the top-right corner. The CRM drawer opens.
Select the object type: Deal, Company, or Contact.
Search for the specific HubSpot record.
Click Connect.
You can also open the same drawer from Room Settings → Integrations, and from any Analytics tab.
What the Buyer sees
Buyers do not see Room creation from HubSpot. Buyers who enter a connected Room are added to HubSpot as Contacts*.*
How to update Room name and logo after creation
Open the new Room in Aligned.
Edit the Room name and logo as needed.
Aligned pulls the name and logo from HubSpot by default, then lets you edit them in the Room.
Troubleshooting & Error States
Q: What happens if I am not logged into Aligned?
Q: What happens if I am not logged into Aligned?
Sign in in the new tab Aligned opens, then continue to the template selection screen.
Q: I clicked Create room but nothing happened.
Q: I clicked Create room but nothing happened.
Ask your Aligned admin to connect the HubSpot integration for your workspace in Settings → Integrations.
Q: My Aligned account is not linked to HubSpot.
Q: My Aligned account is not linked to HubSpot.
Ask your admin to enable CRM mapping for your account.
Q: I am not the owner of the Deal, Company, or Contact.
Q: I am not the owner of the Deal, Company, or Contact.
Create the Room from a record you own, or ask the record owner to click Create room. Only the object owner can connect a Room to that HubSpot object.
Q: "The Room is already connected to an object in HubSpot."
Q: "The Room is already connected to an object in HubSpot."
A new tab opens with a toast explaining that the Room is already connected to a CRM object.
Q: Can I connect one Room to a Deal and a Company at the same time?
Q: Can I connect one Room to a Deal and a Company at the same time?
No. One Aligned Room connects to one HubSpot object at a time. To change the object, disconnect the current object in the CRM drawer, then connect the new one.
Q: Can I create multiple Rooms for the same HubSpot record?
Q: Can I create multiple Rooms for the same HubSpot record?
No. Link one HubSpot record to one Aligned Room. A HubSpot object cannot connect to more than one Aligned Room.
Q: A CRM field is greyed out and I cannot edit it.
Q: A CRM field is greyed out and I cannot edit it.
Editing is available only for fields with Push enabled. Push cannot be enabled without Pull. Hover the field to see the tooltip, then ask your admin to enable Push for that field in Settings → Integrations → HubSpot → Mapping settings.
Q: The Amount field shows a dash.
Q: The Amount field shows a dash.
A dash means the mapped HubSpot field is empty. Fill the value in HubSpot, or ask your admin to map the field to a different HubSpot property.
Security & Operations
Control sync scope through Push/Pull mapping so you choose which fields Aligned reads and which fields Aligned writes back.
View buyer engagement in HubSpot after you connect a Room (Room visits and section comments) through the record timeline and the Aligned card.
Pro-Tips
Start from a template when your team repeats the same Room structure (sales, onboarding, procurement).
Connect a Room to a Company when the deal is not open yet, then reconnect it to the Deal once the opportunity exists in HubSpot.