Integrations

Connect HubSpot

OAuth into HubSpot, mirror companies into customers, sync nightly plus on changes.
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HubSpot is the source of truth for who your customers are. Pivotal pulls HubSpot companies into Pivotal customers, and HubSpot contacts into Pivotal contacts, on a one-way sync. Changes in HubSpot show up in Pivotal. Changes in Pivotal stay in Pivotal.

You need to be a Pivotal admin and have a HubSpot account with Sales Hub Professional or above to authorize the OAuth scopes.

Wire it up

1

Open the integration

Go to Admin > Integrations > HubSpot and click Connect HubSpot.

2

Authorize the OAuth scopes

HubSpot opens its consent screen. Pivotal asks for read access on crm.objects.companies, crm.objects.contacts, crm.schemas.companies, and crm.schemas.contacts. Pick the HubSpot account you want to connect and click Connect app.

3

Pick the company filter

Back in Pivotal, pick which HubSpot companies to mirror. You can scope by HubSpot list (recommended), lifecycle stage, or pipeline. Most teams pick a list called Customers / Active to keep prospects and churned accounts out.

4

Map your fields

Pivotal shows the default field map: HubSpot Company name to Pivotal name, Domain to domain, Hubspot Owner to owner, Annual Revenue to arr. Add custom fields here or open the full field mapping doc for the reference table.

5

Confirm sync direction

Sync runs one-way, HubSpot to Pivotal. There is no toggle to flip it. If you need a field to flow the other way, use a webhook to write back to HubSpot from your own code.

6

Run the first sync

Click Run initial sync. The first pull takes 30 seconds for a few hundred companies, longer for thousands. Watch the count tick up on the integration page. When it finishes, every mirrored company shows up in your Customers list.

How updates flow after the initial sync

Two paths keep Pivotal in step with HubSpot:

  • Real-time: HubSpot fires a webhook to Pivotal when a company or contact changes. Most updates land within ten seconds.
  • Nightly reconciliation: Pivotal runs a full diff against HubSpot at 02:00 UTC to catch anything the webhook missed (HubSpot webhooks have a small drop rate). Deletions also surface in the nightly pass.

Gotcha: HubSpot deletes do not delete in Pivotal

If you delete a company in HubSpot, the matching Pivotal customer archives. It does not hard-delete. The onboarding, tasks, and history stay intact so you can resurrect the customer if the deletion was a mistake. To purge for real, open the archived customer and click Delete permanently.

Email help@pivotal.app with a screenshot of where you got stuck and the customer or onboarding id from the URL.