HubSpot
CRM, marketing, and sales automation
Our HubSpot Connection connects your CRM, marketing, and sales data between HubSpot and Circle+ Plug & Play for a unified workflow.
Contact Sync
Bidirectional contact and company synchronization
Marketing Tools
Email campaigns, forms, and lead nurturing
Real-time Sync
Automatic synchronization of CRM data
Prerequisites
Before you begin integrating HubSpot, make sure you have:
- A HubSpot account (sign up at hubspot.com if you don't have one)
- Admin access to your Circle+ account
- Super admin or admin access to your HubSpot account
Installation
Step 1: Connect your HubSpot account
From your Circle+ account, navigate to Plug & Play > HubSpot and click "Connect with HubSpot".
Step 2: Authorize access
You'll be redirected to HubSpot to authorize the connection. Review the permissions and click "Connect app".
Step 3: Configure data mapping
After connecting, you'll be returned to Plug & Play where you can configure which data to sync and how it should be mapped between platforms.
Authentication
The HubSpot Connection uses OAuth 2.0 for secure authentication. This allows Circle+ to access your HubSpot data without storing your password.
OAuth Scopes
The Connection requests the following permissions:
- Contacts: Read and write access to contacts and companies
- CRM: Access to deals, tickets, and pipelines
- Marketing: Access to email campaigns, forms, and lists
- Content: Access to website pages and blog content
Token Management
Your OAuth tokens are securely stored and automatically refreshed when needed. You can revoke access at any time by disconnecting the Connection in the Plug & Play page or by removing the app from your HubSpot account settings.
If you suspect unauthorized access, immediately disconnect the Connection and contact our support team.
Data Mapping
Configure how data is mapped between HubSpot and Circle+.
Contact properties
Map standard and custom contact properties between platforms:
- Standard fields (name, email, phone, etc.)
- Custom properties
- Lifecycle stages
- Lead scoring
Company properties
Map company data between platforms:
- Company name and details
- Industry and size
- Custom company properties
- Parent/child relationships
Deal properties
Map deal and opportunity data:
- Deal stages and pipelines
- Deal amounts and currencies
- Close dates and probabilities
- Custom deal properties
Sync Settings
Configure how and when data is synchronized between HubSpot and Circle+.
Sync frequency
Configure how often your data syncs:
- Real-time (via webhooks)
- Every 5 minutes
- Every 30 minutes (default)
- Hourly
- Daily
- Manual sync only
Sync direction
Choose how changes are synchronized:
- Bidirectional (changes in either platform sync to the other)
- HubSpot to Circle+ only
- Circle+ to HubSpot only
Initial sync
When you first connect HubSpot, you can choose to import existing data or start with a clean slate. If you import existing data, you can specify filters to limit which records are imported.
Contact Management
Synchronize contacts and companies between HubSpot and Circle+ Plug & Play.
Manage contact records across platforms with bidirectional synchronization.
Contact synchronization features
- Create, update, and delete contacts in either platform
- Sync standard and custom contact properties
- Track contact activity and engagement
- Manage contact lifecycle stages
- Sync contact owner assignments
Deal Tracking
Synchronize deals, pipelines, and sales activities between HubSpot and Circle+ Plug & Play.
Deal synchronization
Key deal features that are synchronized:
- Deal creation and updates
- Deal stages and pipeline progression
- Deal amounts and currencies
- Close dates and probabilities
- Deal associations (contacts, companies)
- Custom deal properties
Pipeline management
View and manage HubSpot pipelines in Plug & Play, including custom pipelines and stages. Changes to pipeline structure in HubSpot will be reflected in Plug & Play during the next sync.
Sales activities
Track and manage sales activities:
- Calls, emails, and meetings
- Task creation and completion
- Notes and attachments
- Activity timelines
Marketing Automation
Integrate HubSpot's marketing tools with Plug & Play.
Forms and landing pages
Integrate HubSpot forms and landing pages:
- Embed HubSpot forms in Plug & Play pages
- Sync form submissions to both platforms
- Track conversion rates and performance
- Create and manage forms in either platform
Workflows and automation
Leverage HubSpot's automation capabilities:
- Trigger HubSpot workflows from Plug & Play
- Create automated sequences based on user behavior
- Set up lead nurturing campaigns
- Automate task creation and assignment
Common Issues
Sync delays
If changes aren't syncing as expected, check your sync frequency settings and verify that the connection has the necessary permissions. For large data sets, initial syncs may take longer to complete.
Authentication errors
If you're experiencing authentication errors, try disconnecting and reconnecting the connection. This will refresh your OAuth tokens and ensure that the connection has the necessary permissions.
Data mapping conflicts
If you encounter data mapping conflicts, review your field mappings in the connection settings. Ensure that field types are compatible and that required fields are properly mapped between platforms.
Error Messages
| Error Message | Description | Resolution |
|---|---|---|
| Authentication failed | The OAuth token is invalid or expired | Disconnect and reconnect the connection |
| Property not found | A mapped property no longer exists in HubSpot | Update your data mapping in the connection settings |
| Rate limit exceeded | Too many API requests in a short period | Reduce sync frequency or optimize API usage |
| Duplicate record | Attempting to create a record that already exists | Configure duplicate handling in the connection settings |
Support
Plug & Play Support
For issues related to the HubSpot connection with Plug & Play, contact our support team:
- Email: support@circleplus.io
- Support Portal: help.circleplus.io
HubSpot Support
For issues related to your HubSpot account or the HubSpot API, contact HubSpot support:
- HubSpot Help: help.hubspot.com
- HubSpot Developer Documentation: developers.hubspot.com