HubSpot integration

Keep your HubSpot won-deal ledger up to date.

Connect HubSpot with an API token, import its visible closed-won deals and refresh the snapshot daily. Review booked value in Setup while your payment connection continues to report money collected. Attriboo reads the CRM; it does not edit deals, contacts or pipeline stages.

What you get

  • Refresh won deals without another CSV

    The connector reads the complete supported result before saving. Successful syncs replace that provider's snapshot, so updated values appear and deals no longer won or visible leave the snapshot. A failed fetch keeps your previous records.

  • Keep the outcome clear

    Booked amounts remain in a separate CRM ledger. They do not increase dashboard payment revenue, create website visits or assign a marketing source credit. Use supported payment connections for collected sales and refunds.

  • Choose when to check again

    Each connected provider is due for a refresh daily. Sync now requests an immediate update. Setup shows the last successful sync, included deal count, excluded other-currency count and any connection error.

  1. Prepare your HubSpot access

    Create a private-app access token with crm.objects.deals.read. Attriboo reads pipeline definitions to identify closed-won stages. Confirm the default currency for any deals without a currency field.

  2. Connect and review the snapshot

    In Setup → Step 6 → Connect your CRM, choose HubSpot, paste the token and supply its required settings. Connect and sync won deals checks the source before replacing the snapshot. Replacing a connection replaces this website's snapshot for that provider.

  3. Inspect booked value in the right dates

    Use Won from and Won through beneath Synced booked deals. The newest 100 rows are displayed while totals include the complete matching snapshot. Use the same currency and won dates when reconciling with your CRM.

  • Won-date definition

    HubSpot's closedate for a deal whose pipeline stage is closed with probability 100%.

  • Currency and record limits

    Only deals in the website's currency are included; other currencies are counted as excluded, without conversion. Up to 10,000 matching won deals are supported per provider. Invalid amounts or missing won dates stop the import, preserving the previous snapshot.

A snapshot is not a payment ledger. CRM visibility and stage changes can change which deals are included. Avoid adding this native snapshot and a CSV copy of the same deals when reconciling totals. Read how payment matching works for the separate visit-to-payment workflow.

Common questions

Does Attriboo change anything in HubSpot?

No. The connector sends read requests only. Use the least access your provider supports. The token is stored encrypted in Vault and is not returned to the browser with connection status.

What happens if a report fails or hits a provider limit?

Your previous snapshot remains. Setup reports the error instead of showing a successful empty import. Correct the permissions or source records, wait if rate limited, then choose Sync now. A successful complete empty report can remove deals that are no longer won or visible.

Why are some won deals excluded?

Their currency may differ from the website, or the connected user may not be able to see them. Attio includes only the explicitly selected won stage; Pipedrive excludes archived deals. Missing amounts and won dates cause an error rather than silently becoming zero or today's date.

What does disconnecting remove?

It stops future syncs and removes the stored token. Previously imported booked deals stay as a dated snapshot. The provider's original records and your collected payments are not changed. Reconnecting requires the provider's currency, stage or company settings again.

Connect HubSpot and see what pays.

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