HubSpot

HubSpot CRM integration with OAuth and bidirectional sync of companies, contacts, opportunities, and quotes.

Written By Victor Raessen

Last updated 10 days ago

HubSpot uses OAuth authentication (not an API key). Navigate to Admin > Integrations > HubSpot and click Connect to start the OAuth flow. Salesbuildr requests specific scopes to access your HubSpot data.

What syncs

Entity	Direction	Details
Companies	Bidirectional	Type mapping (HubSpot to SB and SB to HubSpot), default lifecycle stage
Contacts	Bidirectional	Synced alongside companies
Opportunities	SB → HubSpot	Pipeline selection, stage mapping, source mapping, category-to-deal-type mapping
Quotes	SB → HubSpot	Approved quote PDFs attached to HubSpot deals

What are the minimum requirements to sync an entity?

There’s a minimum amount of data that we need in order to successfully import

Companies: Name, website, owner, type (needs to be mapped in settings), Lifecycle stage needs to be opportunity.
Contact: Email, first name
Opportunity: company association, contact association

Mapping company types between HubSpot and Salesbuildr

Bidirectional sync

Bidirectional company and contact sync in action

Company and contact detail sync with HubSpot

Sync schedule

HubSpot runs three types of sync:

Entity sync — triggered by data changes (company/contact creation, opportunity updates, quote approval)
Regular sync — periodic synchronization of recent changes
Daily sync — full reconciliation of all mapped entities

Configuration sub-pages

Companies — set the default lifecycle stage for new contacts. Configure bidirectional company type mapping (HubSpot types to Salesbuildr types and vice versa).

Opportunities — select a HubSpot pipeline and map pipeline stages bidirectionally. Configure default deal properties (types, priorities), source mapping, and category-to-deal-type mapping.

HubSpot opportunity pipeline and stage mapping Feb 20, 2026

Opportunity sync between HubSpot and Salesbuildr Feb 20, 2026