HubSpot
Two-way sync of companies, contacts, deals, tasks and notes, with pipelines and owners.
How it connects
- Connected once for the workspace, by an owner.
- You sign in to HubSpot and approve the permissions it asks for (listed below). We never see your password, and the access it grants is stored encrypted.
- Changes arrive as they happen, and it also checks on a schedule.
Keep your current CRM. Closefinch syncs two ways, or writes through, and shows conflicts for a person to settle. Moving over instead? The migration tool imports from a connected CRM or files.
Connect it
- In Closefinch, open Settings → Integrations and find HubSpot under its category.
- Choose HubSpot and sign in to it, then approve the permissions it asks for.
- Changes arrive as they happen, and it also checks on a schedule. You can pause it or disconnect at any time.
Permissions it asks for
oauthcrm.objects.companies.readcrm.objects.companies.writecrm.objects.contacts.readcrm.objects.contacts.writecrm.objects.deals.readcrm.objects.deals.writecrm.schemas.companies.readcrm.schemas.contacts.readcrm.schemas.deals.readcrm.objects.owners.readfiles
More in CRMs
Connect HubSpot
Sign up, then open Settings → Integrations in the app. Free for up to 3 seats, no card.