> ## Documentation Index
> Fetch the complete documentation index at: https://docs.quivly.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# HubSpot

> Connect HubSpot to sync customers, contacts, and deals

<Info>
  **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.
</Info>

***

## 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

***

## 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

***

## Step-by-Step Setup

<Steps>
  <Step title="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**
  </Step>

  <Step title="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**

    <Check>
      Quivly only requests **read permissions**. We never write data back to HubSpot.
    </Check>
  </Step>

  <Step title="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.
  </Step>

  <Step title="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
  </Step>
</Steps>

***

## 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   |

***

## 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 `billing@acme.com`
* Result: Matched as the same customer

<Warning>
  Ensure HubSpot companies have valid domains populated. Companies without domains won't match with other integrations.
</Warning>