HubSpot

HubSpot CRM integration with OAuth and bidirectional sync of companies, contacts, opportunities, and quotes.

Written By Victor Raessen

Last updated 4 days ago

HubSpot uses OAuth authentication (not an API key). Navigate to Admin > Integrations > HubSpot and click Connect to start the OAuth flow. Salesbuildr requests specific scopes to access your HubSpot data.

Connecting HubSpot via OAuth flow Feb 20, 2026

What syncs

Entity	Direction	Details
Companies	Bidirectional	Type mapping (HubSpot to SB and SB to HubSpot), default lifecycle stage
Contacts	Bidirectional	Synced alongside companies
Opportunities	SB → HubSpot	Pipeline selection, stage mapping, source mapping, category-to-deal-type mapping
Quotes	SB → HubSpot	Approved quote PDFs attached to HubSpot deals

Mapping company types between HubSpot and Salesbuildr Feb 20, 2026

Creating or linking companies to HubSpot Feb 20, 2026

Contacts sync between HubSpot and Salesbuildr Feb 20, 2026

Bidirectional company and contact sync in action Feb 20, 2026

Company and contact detail sync with HubSpot Feb 20, 2026

Sync schedule

HubSpot runs three types of sync:

Entity sync — triggered by data changes (company/contact creation, opportunity updates, quote approval)
Regular sync — periodic synchronization of recent changes
Daily sync — full reconciliation of all mapped entities

Configuration sub-pages

Companies — set the default lifecycle stage for new contacts. Configure bidirectional company type mapping (HubSpot types to Salesbuildr types and vice versa).

Opportunities — select a HubSpot pipeline and map pipeline stages bidirectionally. Configure default deal properties (types, priorities), source mapping, and category-to-deal-type mapping.

HubSpot opportunity pipeline and stage mapping Feb 20, 2026

Opportunity sync between HubSpot and Salesbuildr Feb 20, 2026