HubSpot

Connect HubSpot and TheirStack knows which companies are already in your CRM. Customers and open deals leave your Signals feed, a company you lost a deal with stays in it, and you can send the companies you find to HubSpot without creating duplicates.

This page covers what is specific to HubSpot. What works the same in every CRM is in the CRM integration guide: CRM statuses, sending companies and syncing and disconnecting.

Connect HubSpotCopy Anchor Link

To connect, you need to be:

• An owner of the workspace in TheirStack.
• A Super Admin in HubSpot, or a user with permission to view companies, company properties and owners. To let TheirStack send companies, that user also needs permission to edit companies and company properties.

A workspace connects one CRM at a time. If your workspace is connected to GoHighLevel, disconnect it first.

Then:

TheirStack reads your companies, every company property, custom ones included, and the owners. It never reads contacts, emails, notes or deals. It writes to HubSpot only if you gave it permission to.

Sending needs the permission to create and update companies. If you connected without it, a workspace owner clicks Reconnect HubSpot in Settings → Integrations → HubSpot and approves it. Your HubSpot list and CRM statuses stay as they are.

Once HubSpot is connected, an AI assistant can finish the setup.

Companies that are not matchedCopy Anchor Link

TheirStack matches each HubSpot company by its domain and its additional domains:

• When the domain does not tell which company it is, TheirStack uses the page in the company's LinkedIn Company Page property, as long as it is a LinkedIn company or school page.
• A company the domain already identified keeps that match whatever its LinkedIn page says.
• When HubSpot has the same company twice, both records count as one company, and they show once in the HubSpot list.

To see the companies TheirStack could not match, click See why in the Not added row of the settings, or add the TheirStack match filter to the HubSpot list and leave out Matched. The list gives the reason for each one.

The change shows after the next sync.

Default CRM statusesCopy Anchor Link

Every workspace connected to HubSpot starts with these CRM statuses:

A customer with an open deal is a Customer. A former customer with an open deal is an Open deal, because your team is already working on that deal. HubSpot has no standard property for customers who left, so Former customer marks no company until you give it a condition.

Example status rulesCopy Anchor Link

Say your HubSpot has two calculated properties, Active contracts and Closed contracts, and your team fills in a Lost Reason when a deal falls through. These rules split your CRM into the companies to leave alone and the ones to call again:

Why it is written this way:

• Former customer only needs evidence of a past purchase, because a current customer or a company with an open deal already took its status higher up.
• Former customer uses any of these holds because any one of the three proves the company bought from you.
• Lost deal needs both conditions. A company with an empty property meets is none of, so without has any value every company with no Lost Reason would be a Lost deal.
• Former customer and Lost deal stay in the feed because a new signal on one of those companies is a reason to call again.

What TheirStack writes by defaultCopy Anchor Link

When you send companies to HubSpot, TheirStack writes these properties:

TheirStack also adds a TheirStack company ID property, which it uses to find the companies it created. Right before creating a company, it checks HubSpot by domain. A value TheirStack does not have never clears a HubSpot property.

These fields are not sent until an owner chooses a property for them in the settings:

• Employees, industry, country, city, postal code, founded year and description.
• Technologies, publicly traded, total funding, funding stage and last funding round.
• Annual revenue, because HubSpot keeps it in your portal's currency and TheirStack's is in USD.

Industries are translated to the options of your HubSpot industry property, and an industry with no matching option is not sent.

The signals timeline is a rich text property. Settings saved before it existed leave it Not sent until you choose a property.

The owner of the companies TheirStack creates is the person who sends them, matched by email to a HubSpot user, or nobody. You can also give new companies fixed values, such as a lifecycle stage or a lead source.

Keep HubSpot up to date when a signal finds something newCopy Anchor Link

When a signal finds a new match on a company HubSpot already has, TheirStack updates that company's properties in the TheirStack group, with no one sending it:

TheirStack never creates a company on its own and never changes a property outside that group. You can use these properties in your HubSpot workflows, for example to create a task for the company's owner when TheirStack priority changes to High.

Known limitsCopy Anchor Link

On top of the limits every CRM shares:

• The accounts feed shows the CRM status and a link to the record. Owners are in the HubSpot list.
• A company that changed domain may not be matched until you add its old domain or its LinkedIn page in HubSpot.
• HubSpot duplicates show once in the list.