HubSpot

What this connects

Lead and customer data to HubSpot CRM.

Supported workflows

• Contact and company sync
• Deal stage updates
• Passing won deals to billing

Data exchanged

• Contact and company records
• Deal stage, value and owner
• Activity history

Setup requirements

• A HubSpot account
• A private app token or OAuth
• Property mapping agreed

Permissions required

• Read and write access to contacts, companies and deals

Security and privacy

• Data is transmitted over encrypted connections (TLS).
• Credentials and tokens are stored server-side and never exposed to the browser.
• Access can be revoked at any time from the provider's own account settings.

Known limitations

Stated plainly, because finding these out during implementation is worse than knowing them now.

• Available objects and properties depend on your HubSpot tier.