HubSpot integration guide

Connect HubSpot to Unify.

Overview

Unify connects to HubSpot to bring CRM data into your outreach workflows and keep HubSpot updated with your team’s activity:

• Keep HubSpot up to date: Sync companies, contacts, emails, and tasks from Unify to HubSpot.
• Respect rules of engagement: Use HubSpot data in exclusions to avoid contacting current customers or companies with open deals.
• Automate outreach: Use HubSpot properties to select the people and companies that enter your plays and sequences.
• Work with your CRM in chat: Find and review HubSpot records or create and update them when your workspace allows chat writes.

How to connect

Method	Use it for
Workspace connection	A shared connection for the team. Supports bidirectional syncs, CRM-based exclusions and automations, and HubSpot access in chat.
User connection	Each user connects their own HubSpot account. Chat and automatic sync rules can use that connection.

Use both when your team needs shared CRM data and wants chat or automatic updates to use each person’s connection.

HubSpot app permissions can give Unify access beyond the connected user’s record permissions. See When to require user connections for details.

Prerequisites

To authorize Unify, you need Super Admin or HubSpot Marketplace Access in HubSpot.

Setup

Workspace connection

You need permission to manage the HubSpot integration in Unify to set up the workspace connection and change its settings.

1. Connect HubSpot

   Open Settings → HubSpot and click Set up HubSpot. If a personal connection already exists, open the connection selector and choose Add workspace connection.

   Sign in to HubSpot, select the account your team uses, and authorize Unify. When you return, the page shows an active Workspace connection. Open its three-dot menu and select Details to check the connected email and HubSpot account ID.

2. Review field mappings

   Field mappings pair Unify attributes with HubSpot properties and control how values are read and written. Mappings are shared by connections to the same HubSpot account within your Unify workspace.

   Under Field mappings, click Edit mapping for the records you want to sync. Review the mapped properties and choose how Unify should handle existing values, then click Save. For example, Fill if empty preserves an existing HubSpot value, while Overwrite always replaces it with the available Unify value.

   See Field mappings for the available options and Default values to populate empty properties during sync.

3. Review sync rules

   Open Sync rules. Choose which actions in Unify should update HubSpot, such as prospecting a person, sending an email, or creating a task.

   For prospecting, Sync if already exists allows updates to matching HubSpot records, while Sync also allows new records. Choose Do nothing for events you want to leave disabled, then click Save.

4. Enable syncs

   Turn on Bidirectional syncs once your mappings and sync rules are ready. Unify starts an initial sync of HubSpot data and synchronizes changes according to your configuration.

   See Bidirectional syncs for sync behavior and timing.

User connection

Your workspace must allow personal HubSpot connections. To use your connection for workspace sync rules, choose the same HubSpot account as the workspace connection.

1. Connect your account

   Open Settings → HubSpot and click Connect HubSpot. If a connection is already shown, open the connection selector and choose Add personal connection.

   Sign in with your own HubSpot login and authorize Unify. Choose the HubSpot account you want to use and approve the requested app access.

2. Confirm your connection

   Confirm that the connection is labeled User connection. Open its three-dot menu and select Details to check the connected email and HubSpot account ID.

   Your workspace’s connection preferences determine when chat and automatic sync rules use your personal connection. Ask your administrator if you need those preferences changed.

To require each user’s HubSpot authorization, see When to require user connections.

Troubleshooting

Why can't I add a personal connection?

Ask someone who manages the integration to check Allow users to set up personal HubSpot connections in Workspace settings. Each user can have one personal CRM connection at a time; check whether you already have one.

How do I reauthorize or change the connected account?

If the connection shows Needs reauthorization or Missing permissions, click Reauthorize and complete HubSpot authorization again. To use a different login, open the connection’s three-dot menu and choose Change user. Review Details afterward.

Why did a sync fail?

Open the failed attempt in Sync log and review the error and selected connection. Correct the connection, property, or record issue, then choose Retry sync if available. Retrying requires permission to manage the HubSpot integration.

What happens when I disconnect a connection?

Disconnecting a workspace connection stops automated actions that require it and can disable dependent engagement policies. Disconnecting a personal connection removes that user’s authorization. Review the consequences shown in the confirmation dialog before choosing Disconnect.

Additional HubSpot resources

Field mappings

Choose which HubSpot properties Unify reads and writes.

Default values

Populate empty HubSpot properties during sync.

Bidirectional syncs

Understand sync timing, supported records, and matching behavior.