HubSpot Integration & Automation
Connect your HubSpot CRM to any other SaaS application or database using the Flows360 platform. Our HubSpot integration provides a robust, real-time, bidirectional sync for core objects like Contacts, Companies, Deals, and Tickets, including all standard and custom fields. Move beyond manual data entry and CSV imports by automating lead hand-offs, synchronizing customer records with support and finance systems, and enriching HubSpot data with insights from across your business. Configure complex, multi-step workflows to trigger actions in other applications based on changes in HubSpot, or update HubSpot records based on external events. Build a unified customer view and streamline your marketing, sales, and service operations.
Common use cases
- Unified Customer View
- Sales & Marketing Alignment
- Automated Lead Handoff
- Data Enrichment
- Migration & Consolidation
Sync scenarios
- Sync new marketing qualified leads from Marketo to HubSpot
- Create a new deal in HubSpot when a customer signs a contract in DocuSign
- Update a contact record in HubSpot when a support ticket is created in Zendesk
- Sync company and deal information from Salesforce to HubSpot during a migration
- Add new HubSpot contacts to a Mailchimp audience
Objects supported
- Contact
- Lead
- Account
- Opportunity
Actions
- create_record
- update_record
- search_records
- list_records
- lead_created
- deal_won
Frequently asked questions
What HubSpot objects can I sync?
You can read and write to all standard HubSpot objects, including Contacts, Companies, Deals, Tickets, and Products. The connector also supports custom objects and all associated standard and custom fields.
How does the integration handle API rate limits?
The Flows360 platform includes built-in rate limit handling and intelligent retry logic. Our system manages API call volume to operate efficiently within HubSpot's specified limits, ensuring reliable data transfer without service interruptions.
Can I use this integration to migrate data into HubSpot?
Yes. The HubSpot connector is frequently used for data migration projects, enabling you to map and sync data from other CRMs like Salesforce or from spreadsheets and databases directly into your HubSpot instance.
Is real-time, bidirectional sync supported?
Yes. You can configure flows to run in real-time and perform bidirectional synchronization. This ensures that a change in either HubSpot or a connected application is reflected in the other system near-instantaneously.
- Auth method: OAuth 2.0
- Required scopes: 12
- Supported objects: 4
- Supported actions: 6
Overview
The HubSpot connector provides real-time, bidirectional synchronization for core CRM objects, including all standard and custom fields. It is designed to replace manual data entry and CSV-based workflows.
Key capabilities include:
* Object Sync: Maintain data consistency for Contacts, Companies, Deals, and Tickets between HubSpot and other systems.
* Workflow Automation: Configure automated workflows to trigger actions in external applications based on HubSpot events (e.g., deal stage changes). Conversely, update HubSpot records based on events from other connected systems.
* Data Enrichment: Augment HubSpot records with data from other sources, such as financial systems or product analytics platforms, to create a unified customer profile.
Setup steps
1. Navigate to the Connected Apps section in Flows360.
2. Click Add Connection and select HubSpot from the list.
3. You will be redirected to the HubSpot login page. Authenticate using your HubSpot credentials.
4. Review the requested permissions required by Flows360 to access your data.
5. Click Grant Access to authorize the connection.
6. The connection will be tested and confirmed, after which you can begin building workflows.
Required scopes
crm.objects.contacts.readcrm.objects.contacts.writecrm.objects.companies.readcrm.objects.companies.writecrm.objects.deals.readcrm.objects.deals.writecrm.objects.tickets.readcrm.objects.tickets.writecrm.schemas.contacts.readcrm.schemas.companies.readcrm.schemas.deals.readcrm.schemas.tickets.read
Supported objects
- Contact
- Company
- Deal
- Ticket
Supported actions
- Create Record — Create a new record for a supported object (e.g., Contact, Company, Deal).
- Update Record — Update an existing record in HubSpot by its unique ID.
- Search Records — Search for records based on specified criteria and filter conditions.
- List Records — Retrieve a list of all records for a given object, often with filtering capabilities.
- New Contact Created — Triggers a workflow when a new contact is created in HubSpot.
- Deal Won — Triggers a workflow when a deal's stage is updated to 'Closed Won'.
Use cases
- Customer 360
- Marketing Automation
- Revenue Operations
- Lead Enrichment
- CRM to ERP Sync
Limitations
* API Rate Limiting: This connector is subject to HubSpot's API rate limits, which may vary based on your HubSpot subscription tier. High-volume workflows may require optimization to stay within these limits.
* Object Scope: This connector primarily supports standard HubSpot objects (Contacts, Companies, Deals, Tickets). Support for certain custom objects may be limited.
* Trigger Latency: Webhook-based triggers may experience a minor delay (typically under 30 seconds) between an event occurring in HubSpot and the workflow execution.