Connect your HubSpot account

Connect your HubSpot account

TL;DR: Connect your HubSpot account to HubSpot Integration Plus via OAuth. This is a one-time step — once done, you won't need to re-authenticate unless your token expires or is revoked.

Before you start

  • The app is installed and added to your board — see  Installation & Set up⁠  if you haven't done this yet
  • You have a HubSpot account with the appropriate permissions

Start authentication

When you first open the HubSpot 2-way Sync view on your board, it shows  monday.com  as Connected and HubSpot as Not Connected.
    Click Connect to HubSpot.
    A HubSpot tab opens. If you aren't logged in to HubSpot, sign in first.

Choose your HubSpot account

    Under Choose an account, select the HubSpot account you want to sync with.
    Click Choose Account. The HubSpot tab closes and you're back in  monday.com .

Authorize permissions

The first time you connect a HubSpot account, HubSpot asks you to approve the app's permissions. Review them and approve to continue.
The app requests access to:
  • CRM objects — Contacts, Companies, Deals, Tickets and Tasks (read & write)
  • CRM properties — to map HubSpot fields to  monday.com  columns
We only access CRM data that's needed for the sync. We do not access your emails, marketing tools, or any other HubSpot data. See  Privacy & Security⁠  for details.

Connection confirmed

Back in  monday.com , HubSpot shows Connected. Click Continue to setup. Under Choose a HubSpot portal, select your portal and click Next. You're now ready to set up your first sync.
To use a different HubSpot account, click Add another portal and follow the same steps.

Multiple HubSpot accounts

You can connect multiple HubSpot portals to the same  monday.com  account. Each sync configuration can use a different HubSpot connection — useful if you manage multiple HubSpot instances.

Common gotchas

  • Can't see the Connect button? Open the HubSpot 2-way Sync view on your board. If your board doesn't have it, add the app to the board first. See  Installation & Set up⁠ .
  • Authentication failed? Check that your HubSpot user has the right permissions in HubSpot (Super Admin or appropriate CRM access).
  • Token expired? See  Re-authenticate with HubSpot⁠ .

Next up

Your account is connected — now configure your first sync.

Related

  •  Installation & Set up⁠ 
  •  Set up your first sync⁠ 
  •  Re-authenticate with HubSpot⁠ 
  •  Understanding permissions⁠ 

Still stuck?

Contact us anytime at  hello@fantasymedia.io  — we're happy to help.