# Connect HubSpot, Attio or Pipedrive won deals

Connect a CRM when you want won-deal value to update without uploading another file. Attriboo reads supported deals into a separate booked ledger. It does not edit your CRM or add booked amounts to collected payment revenue.

Canonical page: https://www.attriboo.com/docs/crm-connections

Instructions reviewed: 2026-11-13

## Prepare the token

Use the least access the provider supports. A Pipedrive token may allow more than reads; Attriboo sends read requests only. No contact names or emails are needed for the saved booked-deal ledger.

| CRM | Required setup | Won date |
| --- | --- | --- |
| HubSpot | Private-app access token with crm.objects.deals.read. Confirm the default currency for deals without a currency field. | closedate, for a pipeline stage that is closed with probability 100%. |
| Attio | Enable Deals. Token with record_permission:read and object_configuration:read. Check the token and choose the exact won stage. | Activation of the current selected won stage, not record creation or an expected close date. |
| Pipedrive | User API token from Personal preferences → API, plus the company subdomain from your Pipedrive address. | won_time for currently won, non-archived deals visible to that user. |

- [HubSpot deal API and scopes](https://developers.hubspot.com/docs/api-reference/crm-deals-v3/guide)
- [Attio deal records and stages](https://docs.attio.com/docs/standard-objects/standard-objects-deals)
- [Find the Pipedrive API token](https://pipedrive.readme.io/docs/how-to-find-the-api-token)

## Connect in Setup

1. **Open Setup → Step 6 → Connect your CRM.** Choose the provider and paste its API token. Only this website's owners and admins can connect, sync or disconnect it.

2. **Supply the provider settings.** For HubSpot, confirm the website currency for deals with no currency field. For Attio, check the token and select the won stage. For Pipedrive, enter only the company subdomain, without .pipedrive.com.

3. **Choose Connect and sync won deals.** The complete supported result is read before saving. Replacing a connection replaces that provider's snapshot for this website. Other-currency deals are excluded and counted; no currencies are converted.

## Read and refresh the ledger

Synced booked deals has its own Won from and Won through dates. The newest 100 rows are shown, while counts and totals include all matching saved records. Records from a disconnected connection stay as a dated snapshot. They remain separate from manually imported CSV deals and collected payment revenue.

Connected providers are due for a refresh once a day; the scheduled worker picks up due connections every 15 minutes. Sync now requests an immediate refresh. A successful complete snapshot replaces older records, including removing deals that are no longer won, archived or visible under that provider's rules. A failed or incomplete response keeps the earlier snapshot and shows an error.

The importer supports up to 10,000 matching won deals per provider. HubSpot scans up to 50,000 visible deals. Missing amounts or won dates, malformed responses, repeated pagination or larger reports stop the sync. Use a scoped CSV export when the native result exceeds these limits. Amounts must have no more than two nonzero decimal places.

## Reconnect older connections

Connections created before the required currency, stage and company settings were saved need an explicit reconnect. Existing encrypted tokens are preserved until you replace or disconnect them. Legacy connector-created booked rows move into the native ledger once; manually imported CSV rows stay in their original ledger.

Disconnecting deletes the stored token and prevents an in-flight sync from restoring the connection. It does not delete CRM source records, collected payments or the last booked snapshot. Revoke the token in the provider too if you no longer want that credential to work anywhere.

## You are done when

The connection shows its last successful sync and your won-deal snapshot appears in Synced booked deals.

## Related guides

- [Import ad costs, booked deals and LinkedIn companies from CSV](https://www.attriboo.com/docs/markdown/csv-imports.md)
- [Connect your payment provider](https://www.attriboo.com/docs/markdown/payment-connections.md)
- [Understand recorded revenue](https://www.attriboo.com/docs/markdown/revenue.md)