Setup guide for Cosella
Cosella is an AI sales copilot for live calls. Connected to HubSpot, it researches every booked lead before the call, coaches the rep during it, and writes the outcome back onto the contact afterwards. This guide covers installing, configuring, using, disconnecting and uninstalling the integration.
What the integration does
- Pre-call research. When a call is booked, Cosella reads the HubSpot contact, their open deals, their company and their recent notes, and builds a brief and a call plan for the rep.
- Upcoming calls. Meetings booked in HubSpot appear in Cosella as upcoming calls for the rep who owns them.
- New leads. Contacts created in HubSpot sync into Cosella, so research starts without anyone copying details across.
- Write-back. After a call, the outcome and any payment collected are added to the contact as a note. If the contact does not exist in HubSpot yet, Cosella creates it.
- Optional: consented pre-qualification. When a lead agrees to a soft credit check on your own form, Cosella runs it and shows the result to the rep. Cosella creates the two contact properties this needs.
Before you start
- A Cosella workspace with an admin login. Book a call if you do not have one yet.
- A HubSpot user who is a Super Admin, or has permission to install apps, on the account you want to connect.
- One connection covers the whole team. You connect once; every rep in the workspace benefits.
Install the app
- Sign in to Cosella at https://app.mycosella.com as a workspace admin.
- Open Settings, then Integrations.
- Find HubSpot under CRM and click Connect.
- HubSpot opens. Sign in if asked, and choose the account to connect when you have more than one.
- Review the access Cosella asks for and click Connect app. The list below explains each item.
- You return to Cosella. The HubSpot card now shows Connected with the name of the account.
Configure the app
The connection works as soon as it is made. The HubSpot page in Cosella shows the two syncs and holds two optional settings.
Booked calls
Meetings booked in HubSpot become upcoming calls in Cosella. Each meeting goes to the Cosella rep whose email matches the meeting owner in HubSpot, so make sure your reps use the same email in both tools. The Booked calls section shows whether the sync is healthy.
New leads
New HubSpot contacts sync into Cosella about once a minute, with the last 30 days imported on first connection. The New leads section shows the last sync.
Pre-qualification consent (optional)
If your workspace uses consented pre-qualification, Cosella creates two contact properties in HubSpot when you connect: Pre-qualification consent and the IP address the consent came from. Add the consent checkbox to your lead form with the wording Cosella shows you, and map the hidden IP field. Cosella then runs the check at the moment the lead books, and the rep sees the result on the lead's profile. No consent, no check.
Credit fields (optional)
If a credit-check provider already writes results onto your HubSpot contacts, map those properties under LeadFi fields so the rep sees them on the Financial card.
Use the app
- Book a meeting in HubSpot as usual. Within a few minutes it appears under Upcoming calls in Cosella for that rep.
- Open the call. Cosella shows the brief built from HubSpot and the rep's call plan.
- Run the call with Cosella's live copilot.
- When the call ends, Cosella writes a note on the HubSpot contact with the outcome and any payment collected. Open the contact in HubSpot to see it on the timeline.
What Cosella reads and writes in HubSpot
| HubSpot data | Direction | Why |
|---|---|---|
| Contacts | Read and write | Research the lead before the call; add a note after it; create the contact when it is missing. |
| Contact properties | Read and write | Offer your properties for mapping; create the two pre-qualification consent properties. |
| Deals | Read | Open deals and their stage in the pre-call brief. |
| Companies | Read | The company behind the contact, for the brief. |
| Meetings | Read | Booked meetings become upcoming calls. |
| Notes | Read and write | Recent notes feed the brief; the call outcome is written as a note. |
| Owners | Read | Route each meeting and lead to the right rep. |
Cosella never sends a lead's data to a third party for advertising, never reads your email, and stores only what the brief and the call record need. See the Privacy Policy.
Disconnect the app
- In Cosella, open Settings, then Integrations, then HubSpot.
- Click Disconnect.
Disconnecting deletes Cosella's access to your HubSpot account. Nothing in HubSpot is deleted: contacts, notes Cosella already wrote and the consent properties stay as they are. Leads and calls already in Cosella stay in Cosella. New meetings and contacts stop syncing, and nothing more is written back. Connecting again restores the sync.
Uninstall the app
To remove Cosella from the HubSpot side as well, go to your HubSpot account's Settings, then Integrations, then Connected apps, find Cosella and choose Uninstall. HubSpot's own guide: Connect and manage apps in HubSpot. Uninstalling revokes Cosella's access; it does not delete anything in HubSpot.
Support
Email [email protected]. Workspace admins can also open a request from Settings, then Support, inside Cosella.