CRM Integration Technical Process - HubSpot

Overview

This article covers the technical setup and sync behaviour specific to HubSpot. For general CRM integration concepts — including field management, data matching, syncing rules, and troubleshooting — see CRM Integration.

CRED's HubSpot integration supports bidirectional sync of Accounts and Contacts, with more entities coming soon. All data is processed within CRED's secure, SOC II-compliant infrastructure. Data residency depends on your workspace configuration — contact your CRED representative to confirm your hosting region.

CRED supports compliance with major data protection frameworks including GDPR (EU), SOC II, and other applicable regulations.

Integration setup time depends on data volume — for example, ingesting 1M entries may take around 5 hours.

Supported Entities

The following entities are supported by the HubSpot integration. Import (HubSpot → CRED) and Export (CRED → HubSpot) availability varies by entity type.

Note: Some entity types require the relevant OAuth scopes to be granted during setup. Pipelines, Stages, and Users are read-only (import only). Custom Entity Records map dynamically to your HubSpot custom object schemas.

How to Connect HubSpot

Step 1: Access Workspace Integrations

Navigate to My Account → Workspace Integrations or go directly to:
https://commercial.credplatform.com/my-account/workspace-integrations

Find HubSpot under the CRM category and click Connect.

Step 2: Accept Scopes and Authenticate

A modal will display the OAuth scopes CRED requires:

• Required scopes — shown as checked and disabled. These cannot be removed and are the minimum for the integration to function.

• Optional scopes — shown as toggleable checkboxes (e.g., read/write contacts, read/write companies). You control which additional permissions to grant.

• Read HubSpot Users — enable this scope if you want user-to-user mapping between CRED and HubSpot (e.g., for activity attribution and owner mapping).

Click Continue to be redirected to HubSpot's login page. Authenticate with the HubSpot user account that should authorize the connection.

Tip: Use a shared service account rather than an individual user account so the connection isn't tied to a single team member.

Step 3: Initial Data Sync

After authenticating, you'll be returned to CRED. The initial sync begins automatically.

• A progress indicator appears in the sidebar showing read status and percentage complete

• Click Start Configuring to open the Integration Wizard, or access it later via Settings on the HubSpot tile

Step 4: Configure with the Integration Wizard

The wizard walks through each imported object:

1. Field Mapping (Step 1/3) — Map HubSpot fields to CRED fields. Use + Custom to create new CRED fields. Use Ignore to skip a field.

2. Enrichment Settings (Step 2/3) — Set per-field update mode (see table below).

3. Create Rule & Credits (Step 3/3) — Set entity-level create rules and review credit estimates.

Sync Behaviour

Sync Schedule

Note: Sync timings are subject to change. This page will always reflect current values. For custom schedule configurations, contact your CRED representative.

How Data Flows

Key Entity Relationships

• Each HubSpot Company syncs 1:1 to a CRED Account (stores the HubSpot ID and sync state)

• CRED matches the Account to a CRED Company — the enriched entity with financials, sponsorship deals, and audience data

• Every synced record carries an Account ID; a Company ID is only present once CRED has matched the account to a known company. Not every account will have a company match.

• Each HubSpot Contact syncs 1:1 to a CRED Contact, which CRED then matches to a CRED Person — similar to the Account → Company relationship

Where Synced Data Appears in CRED

• Synced contacts appear under People → My Contacts

• Synced accounts appear under Company → My Accounts

• Previous activity history for matched contacts will be visible in the contact timeline

• Last activity timestamps are displayed within both CRED and HubSpot

Manual Sync

Trigger syncs manually via:

• Per record: 3-dot menu on a company/contact row or sidebar

• In bulk: Select records → "Export" action bar button, or sync an entire list via the "Export" button (top right)

Field Settings

For full field management documentation, see CRM Integration — Field Management.

Per-Field Update Modes

Per-Entity Create Rules

Required Fields

There are two levels of field requirements:

1. Required in CRM — the field is mandatory in HubSpot. If it's empty, HubSpot will reject the record on write.

2. Required in CRED — the field is marked as required within CRED's sync settings. The record will not sync until that field is populated, and the sync button will be disabled with a message indicating which fields are missing.

Is Exportable?

An admin-level toggle per field that controls whether the field data can be included in CSV exports. Use this to comply with internal data handling policies — fields marked as non-exportable will not appear in any exported file.

Read & Write Controls

Each mapped field has configurable read, update, and delete settings. To remove a field from syncing, unmap it in the Integration Wizard.

Sync Limits

Sync limits vary based on your selected CRED plan. Contact your CRED representative to understand the limits applicable to your workspace.

Matching & Deduplication

• CRED automatically matches HubSpot companies to CRED companies based on domain and other identifiers

• Matching statistics (matched vs total) are visible in the Integration Wizard and under My Account → Settings → Matching

• Click on a row to adjust which CRED Company an imported account is matched to

• Monitor remaining (unmatched) accounts and manually find matching entries

• HubSpot deduplication is domain-based — HubSpot uses the company domain as its primary deduplication key

• CRED flags potential duplicates for review rather than auto-merging

Go-Live Checklist

Before rolling the integration out to your team:

• ☐ Verify the HubSpot authorizing user has the correct permissions and privacy settings

• ☐ Ensure all essential fields are mapped and update modes are set correctly

• ☐ Confirm required fields are populated for records you intend to sync

• ☐ Test sync functionality with a sample set of records in both directions

• ☐ Validate that reporting data is accurate post-sync

• ☐ Train sales and support teams on the new integration workflow (manual sync, matching, troubleshooting)

• ☐ Review "Is Exportable?" settings for sensitive fields

Disconnecting HubSpot

To disable or disconnect the integration:

1. Go to My Account → Workspace Integrations

2. Find the HubSpot tile and click Settings

3. Click Disconnect to revoke the connection

Disconnecting stops all syncing. Existing records in both systems are retained but will no longer update. Re-connecting will require a new OAuth flow and a fresh initial sync.

Troubleshooting

Sync errors

Check the sync issues sidebar on the account record for field-level error codes and messages. Common issues:

1. Record not syncing — Check if required fields are populated. Verify the HubSpot connection is active under Workspace Integrations.

2. Duplicate records — Use the Matching tab to reconcile. Set create rules to Manual or Off to prevent automatic creation.

3. Permission errors — Confirm the authorizing HubSpot user has the necessary access. Re-authenticate if scopes were changed.

Filing a support ticket

When reporting a sync issue, include:

• Screenshot of the affected record (both CRED and HubSpot)

• Which fields are mapped and their update modes

• Expected vs actual behaviour

• Steps to reproduce

• Error details from the sync issues sidebar

Related Articles

• CRM Integration — General setup, field management, data matching, syncing rules

• CRM Integration Technical Process - Salesforce — Salesforce-specific technical process

• Sector, Industry, and Sub-Industry Taxonomy

• Integrations and Import — Full integrations collection