HubSpot

Connect HubSpot to sync customers, contacts, and deals

Who is this guide for? This guide is for administrators setting up the HubSpot integration. You’ll need HubSpot admin access to authorize the OAuth connection.

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What Data Syncs from HubSpot?

HubSpot Object	Maps to Quivly Object	What Syncs
Companies	Customers	Company name, domain, industry, create date, custom properties
Contacts	Contacts	Name, email, job title, phone, associated company
Deals	Opportunities	Deal name, amount, stage, close date, owner
Owners	Users	Owner name, email (for assigning accounts)

Sync frequency: Every 15 minutes

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Prerequisites

• Active HubSpot account (Free tier works, but Professional/Enterprise recommended)
• Admin or Super Admin role in HubSpot
• Permission to install integrations and approve OAuth apps

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Step-by-Step Setup

1. Navigate to Integrations in Quivly

   1. Log in to Quivly
   2. Click Settings in the left sidebar
   3. Navigate to the Integrations tab
   4. In the CRM section, find HubSpot CRM
   5. Click Set Up Integration
2. Authorize HubSpot Connection

   1. Click Connect to HubSpot
   2. You’ll be redirected to HubSpot’s authorization page
   3. Log in to HubSpot if prompted
   4. Select the HubSpot account you want to connect
   5. Review the permissions and click Connect app

   Quivly only requests read permissions. We never write data back to HubSpot.

3. Wait for Initial Sync

   Once connected, Quivly will begin syncing your HubSpot data.

   Estimated time:

   • Small accounts (< 100 companies): 5-10 minutes
   • Medium accounts (100-1,000 companies): 10-30 minutes
   • Large accounts (1,000+ companies): 30-60 minutes

   Check the Logs tab to monitor progress.

4. Verify Sync Completion

   1. Check the integration status shows 🟢 Healthy
   2. Navigate to Customers in the sidebar
   3. Verify your HubSpot companies appear in the customer list

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Configuring Field Mappings

After the initial sync, you can customize how HubSpot properties map to Quivly fields.

1. Go to Settings → Objects → Customers
2. Navigate to the Configuration tab
3. Select HubSpot CRM as the integration source
4. Review and modify mappings as needed
5. Click Save Mappings

Default mappings:

HubSpot Property	Quivly Field
name	customer_name
domain	domain
industry	industry
createdate	created_at
hs_object_id	external_id

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Customer Matching

Quivly uses domain-based matching to link HubSpot companies to customers from other integrations (like Stripe).

Example:

• HubSpot company with domain acme.com
• Stripe customer with email [e-mail]
• Result: Matched as the same customer

Ensure HubSpot companies have valid domains populated. Companies without domains won’t match with other integrations.