Documentation

    Connect HubSpot

    CRM and marketing. Read-only connection.

    Outcome: HubSpot connected with read-only access, first sync complete, and the entities matched to the rest of your graph.

    Steps

    1. 1

      Open Connections and choose HubSpot

      In your workspace, go to Connections, then Add connection, then search for HubSpot.

    2. 2

      Authenticate with read-only access

      OAuth, read scopes only. SIGNLD never requests write scopes.

    3. 3

      Select what to read

      SIGNLD reads: Companies, contacts, deals, pipelines, lifecycle stages, activity.

    4. 4

      Confirm the first sync and entity matches

      Review the proposed entities once the first sync completes. Deal amount currency should be confirmed if you sell in more than one currency.

    Notes

    • The connection is read-only. SIGNLD does not write, update, or delete records in HubSpot.
    • Refresh cadence follows your plan. See refresh cadence for details.
    • A sync consumes 1 credit per source per run.

    Further reading

    Was this helpful?

    Contact support