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HubSpot Deal Analysis reviews each of your HubSpot deals together with the actual conversations tied to it, then writes what it finds onto the deal record. It runs in the background on its own schedule. Every deal you open already carries an up-to-date read on where it really stands — no dashboard to check, nothing to trigger.

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Before You Start

1

Connect HubSpot to Eazybe

Deal Analysis runs on your HubSpot deals. Once your HubSpot account is connected, deals are picked up automatically — there’s nothing to switch on.
2

Make sure your deals have contacts attached

The analysis reads conversations belonging to the contacts associated with each deal. A deal with no contacts attached can only be analysed from its HubSpot data.
3

Confirm the sales-email-read scope is granted

Email activity on your deals can only be read if your HubSpot connection includes the sales-email-read scope. The latest version of the integration requests it automatically.To check, go to Integration page → HubSpot settings → Scopes and permissions. If the scope isn’t listed, reconnect your HubSpot account — reintegrating grants it.
4

That's it — there is no per-deal setup

You don’t enable anything on individual deals, and you don’t configure fields. Analysis begins automatically and keeps itself current.

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How It Works

The analysis reads two sources and compares them. Reading both is the point. HubSpot records what your team entered; the conversation records what actually happened. When those two disagree, that gap is usually the thing nobody noticed.
Results are written into their own separate fields on the deal. Your stage, amount, close date, and every other field your team maintains are never edited or overwritten.

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Where to Find It

Open any deal in HubSpot. The analysis sits alongside your existing deal properties on the record — there is nothing separate to open. Each deal also records when it was last analysed, so you can always tell how current the information is.

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What the Analysis Tells You

For every deal in your pipeline, you’ll know:

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Using It Day to Day

Filter your deals for those waiting on a reply from your team.This is the highest-value list you’ll build. Every deal on it has a customer who has already engaged and is now waiting — no prospecting required, just a reply. Clearing this list daily is usually the single fastest revenue action available to a rep.
Filter for deals whose momentum is fading.This fires while a deal still looks healthy in your pipeline — the stage hasn’t slipped, the close date hasn’t moved, and nothing looks wrong on the board. Fading momentum is the earliest warning you’ll get, which makes it the cheapest point to intervene.Pair it with the blocker and objection information to decide how to re-engage rather than simply following up again.
Filter for deals where the conversation and the pipeline stage disagree.Deals running ahead of their stage mean HubSpot hasn’t been updated and your forecast is understated. Deals running behind mean someone advanced them optimistically and your forecast is overstated — usually the more expensive error of the two.This is a useful weekly review for managers and a good pipeline-hygiene pass before any forecast call.
Open the deal and read the summary.It covers who’s involved, what they need, what’s been discussed, and what happened most recently — so you can walk into a call, or pick up a colleague’s pipeline, without scrolling months of history.
Look for deals showing strong buying readiness that are still sitting in an early pipeline stage.These are customers moving faster than your process is. They’re usually the most winnable deals in the pipeline and the easiest to lose to a competitor who replies sooner.
Everything lands as standard HubSpot deal properties, so you can filter on it, save list views, and build dashboards and reports exactly as you would with any other field in your portal.Common saved views: waiting on us, momentum fading, stage mismatch, and closing this month.

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Good to Know

Nothing is guessed. If the evidence for something isn’t in HubSpot or your conversations, the field is left empty rather than filled with an assumption.That makes blanks useful in their own right. Filtering for deals with no stated closing timeline, for example, gives you every deal where the customer has never actually committed to a date.
A deal isn’t marked as gone quiet the moment a response is late. The customer has to have been sitting on your last message for a couple of days first.If you message in the morning and the analysis runs that evening, they may simply not have opened it yet. The delay means that when the flag does appear, the list it produces is worth working.
Parts of the analysis measure time and silence rather than message content.A deal can tip into “gone quiet” purely because enough days have passed. And because momentum is measured against how the conversation used to run, a deal that looked steady last week can drift to fading and then to silent without anything new being said. The absence is itself the signal.
Customers say things like “give us a few weeks” or “after the security review”. These are converted into a consistent set of timeframes, calculated against today’s date rather than taken literally.Because every phrasing ends up in the same vocabulary, a filter like closing this month works across your entire pipeline. Only genuine closing signals are counted — “we’ll sign next month” qualifies, “let’s do the demo Friday” doesn’t.
You can type over an analysis field in HubSpot, but the next scheduled run will overwrite it. To record your own judgement permanently, use one of your own fields or add a note to the deal.
Each deal shows how many conversations were read for it. A confident-looking result built on two messages deserves less weight than one built on sixty, and the supporting evidence shows exactly which messages or activities produced each conclusion.

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FAQ

No. Everything is written into its own dedicated fields. Your deal stage, amount, close date, and all other fields your team maintains are never edited or overwritten. Where the analysis disagrees with HubSpot, it records that in its own field and leaves yours untouched — you decide what to do about the difference.
It runs automatically on a regular schedule, refreshing deals that have had new activity since they were last analysed. Active deals stay current without any action from you, and each deal shows when it was last reviewed.
Yes, but with less to go on. The analysis reflects only what genuinely happened in the available data — where there’s no evidence, nothing is written. Each deal reports how many conversations were read, so you always know how much material is behind a conclusion.
Every conclusion is tied to the specific message or activity it came from, so nothing is asserted that can’t be traced back to something real in the conversation or in HubSpot. If you’re unsure about a result, check the supporting evidence on the deal.
Yes. It’s stored as standard HubSpot deal properties, so filters, saved list views, dashboards, and reports all work exactly as they do for any other field in your portal.
No. Once HubSpot is connected, deals are analysed automatically. There’s nothing to enable, configure, or maintain per deal.
Reading email activity requires the sales-email-read scope on your HubSpot connection. Integrations set up before this scope was added won’t have it.Check under Integration page → HubSpot settings → Scopes and permissions. If it’s missing, reconnect your HubSpot account — the latest integration includes the scope, and email activity will be picked up from the next analysis run onwards.

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