HubSpot

HubSpot Integration

Connect HubSpot CRM to sync companies, contacts, and deals.

Overview

Sync customer data from HubSpot to maintain a single source of truth.

What Syncs

Setup

Prerequisites

• HubSpot admin access
• Private App created

Step 1: Create Private App

1. In HubSpot, go to Settings → Integrations → Private Apps
2. Click Create a private app
3. Name: “Karolina”
4. Scopes needed:
   • crm.objects.companies.read
   • crm.objects.contacts.read
   • crm.objects.deals.read
   • crm.objects.owners.read
5. Save

Step 2: Get Token

1. Copy the Access Token
2. Note your HubSpot portal URL

Step 3: Connect in Karolina

1. Go to Settings → Integrations
2. Click Connect next to HubSpot
3. Enter:
   • Access Token
   • Portal URL
4. Click Connect

Configuration

Field Mapping

Sync Settings

Troubleshooting