Skip to main content
The HubSpot connector links a HubSpot portal to Syntaxia. Use it to bring CRM, marketing, and deal data into your unified ontology. The connector authenticates with HubSpot via OAuth, so you do not need to create or manage an API key yourself.

​
Before you start

  • You are signed in to Syntaxia under the Data Ops function.
  • You have Super Admin access to the HubSpot portal you want to connect, or a user with permission to install OAuth apps.
  • The portal is on a HubSpot tier that exposes the objects you care about. Free portals expose Companies, Contacts, and Deals. Marketing Hub and Sales Hub Pro or higher expose additional fields and pipelines.
HubSpot portals are unlimited per Syntaxia organization. Connect as many as you need, for example one per business unit or per acquired company.

​
What syncs

ObjectNotes
CompanyCompanies in your CRM
ContactPeople associated with companies and deals
DealOpportunities in your sales pipeline
Deal pipelinePipeline definitions
Deal stageStage definitions per pipeline
OwnerHubSpot users who own records
Custom properties on Companies, Contacts, and Deals are synced. Custom objects are not yet supported.

​
Connect HubSpot

1

Add the source

From your Data Ops command center, click Add Source, expand the HubSpot card, and enter a connection label like HubSpot - Marketing or HubSpot - Acme.
2

Authorize Syntaxia

Click Connect. You will be redirected to HubSpot. If you belong to multiple portals, HubSpot asks which one to install the integration on. Select the correct portal, review the requested scopes, then click Connect app.
3

Return to Syntaxia

HubSpot redirects you back to your command center. The new source card shows status syncing.
4

Wait for the initial sync

The first sync usually takes 5 to 30 minutes depending on portal size. The card turns green and switches to active once complete.

​
Required HubSpot scopes

The OAuth consent screen lists every scope Syntaxia requests. The minimum set covers read access to:
  • crm.objects.companies.read
  • crm.objects.contacts.read
  • crm.objects.deals.read
  • crm.objects.owners.read
  • crm.schemas.companies.read
  • crm.schemas.contacts.read
  • crm.schemas.deals.read
If your portal admin restricts OAuth installs, ask them to approve the Syntaxia app once. After that, any Data Ops user can reconnect without further admin intervention.

​
After the first sync

Once your HubSpot source is active, you can:
  • Resync at any time to pull the latest changes.
  • Run ontology discovery to analyze the portal and produce an L2 ontology. See Ontology discovery.
  • Compose the HubSpot ontology with other source ontologies. See Ontology composition.

​
Troubleshooting

Ask a Super Admin on your HubSpot portal to install the integration once. After the first install, normal users can re-authorize without admin help.
Disconnect the source from your Syntaxia command center, then add a new HubSpot source and pick the correct portal during the OAuth flow.
HubSpot reported a broken connection. The OAuth grant may have been revoked, or the portal may have been deleted. Click Reconnect to start a fresh authorization.
Custom properties on standard objects sync automatically. If a property is missing, confirm that it is enabled on the object in HubSpot and that your authorizing user has read access to it. Then click Resync on the source card.