Palmspire Voice

Setting up Palmspire Voice

Ten minutes, done by a HubSpot Super Admin once, then about a minute per user. This guide is specific to the Palmspire Voice integration and is open to everyone. No login is needed to read it.

Before you start

Step 1. Install the app

Open Palmspire Voice in the HubSpot App Marketplace and choose Install. HubSpot shows you the account you are installing into and the exact scopes the app asks for. You can also start at Palmspire Voice and choose Connect HubSpot. Both entry points authorize the same Palmspire Voice app. No separate password or AI account is required.

Step 2. Approve the permission screen

Palmspire Voice is a user-level app: each person who wants to talk to Palmer approves it for themselves on HubSpot's own permission screen, and Palmer can only ever see and change what that person could see and change in HubSpot.

These are the scopes requested and why each one is there:

ScopeWhy Palmspire Voice needs it
Contacts, read and writeAnswer questions about people and, with your approval, update their properties
Companies, read and writeAnswer questions about accounts and, with your approval, update them
Deals, read and writeAnswer questions about your pipeline and, with your approval, update deals
Tasks, read and writeRead your open tasks and create the ones you dictate
Notes, read and writeWrite the audit note that records every change the app makes
Owners, readTurn a spoken name into the right HubSpot owner
Schemas, readKnow which properties exist so Palmer proposes real ones
Query CRM dataAnswer counting and grouping questions without loading every record

The app never asks for a scope to send email, to read your inbox, to manage users, or for any property HubSpot marks as sensitive.

Step 3. Assign seats

Open your Palmspire account and connect your own HubSpot user. The first connected user is the Palmspire administrator and receives the trial seat when available. In Seats, each person who has connected their HubSpot user appears in the list. Assign a seat to each person who should be able to talk to Palmer. A user without a seat sees a message telling them to ask an admin.

Step 4. Set the account preferences

In your Palmspire account, the Palmspire administrator sets the assistant's name and colour, the default voice, the daily voice minute limit per user, how long a quiet session stays open, and whether the microphone stays open between turns. Every CRM change always requires approval. Contact support if you need all writing paused.

Step 5. Use Palmspire Voice

  1. Open Palmspire Voice, choose Connect HubSpot and finish authorization in the same tab. You can also reach this page through the Marketplace icon in HubSpot.
  2. Allow the microphone when the browser asks.
  3. Try "what deals close this month?" or "show me my open tasks".
  4. Now try a change: "set the Acme deal amount to nine thousand". Palmer shows a card with the record and the exact value.
  5. Read the card and choose Approve. The change is written and a note is added to the record.

Step 6. If something goes wrong

Open Palmspire Voice and look at Recent changes at the bottom of the window. For seven days after a change, property values can be restored with one click. The restore goes through the same approval card, and it tells you if a colleague has changed the same property since. Records that Palmer created cannot be deleted by the app, because HubSpot's tools for AI assistants do not delete anything; Mark void renames the record and leaves it for you to delete in HubSpot.

Disconnecting one user

  1. Open your Palmspire account.
  2. Under Your connection, choose Disconnect HubSpot.
  3. Confirm that you want to disconnect your own user.

This revokes Palmer's HubSpot authorization for that user and deletes their stored tokens immediately, so Palmer can no longer act as them. Other users keep their connections. Their voice minutes and the notes already written to records stay where they are, because they are part of your CRM history. HubSpot can still list the app against that user in Connected Apps. A Super Admin can remove it there under Approved apps, then Manage access.

Uninstalling the app for the whole account

  1. In HubSpot go to Settings (the gear icon), then Integrations, then Connected Apps.
  2. Choose Palmspire Voice, open its Actions menu, and choose Uninstall.
  3. Confirm. HubSpot revokes every scope for every user in the account at once.

Signing in again

Browser sessions expire after two hours and are kept only in this tab’s session storage. Refreshing the page keeps the session; closing the tab normally clears it. Use Sign out for immediate server-side revocation. If a sign-in link expires, you cancel consent, or browser storage is blocked, reconnect in the same tab. If a HubSpot window embeds this page, use the offered new-tab link. Account management remains available without a seat or an active trial so you can resolve access problems.

What happens to your data

On disconnect or uninstall, we delete: the affected user's stored HubSpot tokens, that user's seat assignment, and the recent-changes journal entries tied to their approvals. What remains, because it is your CRM history and not ours: the notes Palmer wrote onto your records, and the property values already written by an approved change.