The HubSpot Companies Tab
Browse synced HubSpot companies in Steve, upload company resources, and read the insights extracted from them
Overview
Alongside deals, Steve imports your HubSpot companies. The Companies tab is a searchable view of them, with the same resource-upload and insight-extraction tools the deals table has — so account research lives next to the account itself.
Who it's for: 🎯 Sales Rep and 📣 PMM.
Where: the Companies tab on app.hiresteve.ai/hubspot, next to Deals.
What's in the table
The card is titled HubSpot Companies — View and manage your synced HubSpot companies, with a badge showing the total.
| Column | Notes |
|---|---|
| Company Name | Sortable. Falls back to Unnamed Company. |
| Domain | A clickable link to the company's site, opened in a new tab. |
| Industry | Truncated with the full value on hover. |
| Location | City, state, and country, combined. |
| Employees | From the HubSpot employee count property. |
| Annual Revenue | Formatted as currency. |
| Lifecycle Stage | The HubSpot lifecycle stage. |
| Updated at | The HubSpot last-modified timestamp; the exact time is on hover. |
| Actions | The three buttons below. |
Search by name or domain… filters the list, and Refresh re-reads Steve's copy. Paging sits at the bottom.
The actions
| Button | What it does |
|---|---|
| Open in HubSpot | Opens the company record in HubSpot, in a new tab. |
| Upload Resources | Opens the company resource sheet — attach URLs, files, or pasted text to this company. |
| View Insights | Opens the company insights sheet — the AI-extracted insights from those resources. |
Company resources
The resource sheet works exactly like the deal one:
| Tab | What you can add |
|---|---|
| URL | One or more links. Steve validates the format and rejects duplicates. |
| File | PDF, TXT, or MD files. Anything else is rejected with a message naming the file. |
| Text | A name plus pasted or typed content — meeting notes, an email thread, a summary. |
Uploaded resources are processed in the background. Once processing completes, the extracted insights appear under View Insights, grouped per resource with an expandable section per insight, and a Regenerate control if you want to re-run extraction with a different prompt.
The mechanics — how uploads work, how regeneration and custom prompts behave — are the same as for deals and are documented in full on Deal Resources and Insights.
Where company data is used elsewhere
| Feature | How companies are involved |
|---|---|
| Playbook CRM field extraction | Fields with a company or company call log destination write to the HubSpot company matched to a call's participants — see CRM Field Extraction. |
| Call annotation | When a Sales OS call is annotated, Steve resolves the company from the call's contacts so company-scoped fields and call logs land on the right record. |
If the table shows an error
Error loading companies — Failed to load companies means Steve couldn't read its copy of the company list. Click Refresh; if it persists, see Troubleshooting.
An empty tab usually means the company sync hasn't run yet. Companies sync on connect, on saving field mapping, and on the daily run — but not from the deals table's Sync HubSpot Data button, which is deals-only. See How Deals and Companies Sync.
Next Steps
- Deal Resources and Insights — how uploads and insight extraction work in detail.
- CRM Field Extraction — writing AI-extracted values back to companies.
- How Deals and Companies Sync — when the company list refreshes.