crm

HubSpot integration

HubSpot is the record of who your customers are and how far along they got. Syncline feeds it from the places leads actually arrive, and pushes deal changes back out to the team.

Connect HubSpot

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3940flows running

12 mintypical setup

970000events a month

What Syncline does with HubSpot

<p>HubSpot is a CRM built around contacts, companies and deals moving through stages. It is only as good as what reaches it, and the gap between a lead appearing somewhere and a lead existing in the CRM is where most pipelines quietly leak.</p><p>Leads arrive from a form on the site, an email to the sales address, a spreadsheet a colleague keeps, or a first payment. Each one is a person who is interested right now and less interested in an hour. Syncline moves them into HubSpot within minutes of the event, with the fields your team filters on already filled in.</p><p>The reverse direction matters just as much. When a deal moves stage, the people who need to act are usually not in the CRM at all: the delivery lead lives in a task board, the founder lives in chat, and the finance sheet lives somewhere else entirely. A flow tells each of them in the format they read.</p><p>Deduplication is handled on the way in. Point a flow at the email property and Syncline updates the existing contact rather than creating a second one, so your list stays countable and your reporting keeps meaning something.</p>

Triggers and actions

A trigger starts a flow. An action is what Syncline does next.

Triggers in HubSpot

<dl class="sy-deflist"><dt>New contact created</dt><dd>Fires when a contact is added by anyone or anything, including imports and forms.</dd><dt>Deal stage changed</dt><dd>Fires when a deal moves, with both the old and the new stage available for filtering.</dd><dt>New form submission</dt><dd>Fires on a submission to a form you select, carrying every field the visitor filled in.</dd><dt>Contact property updated</dt><dd>Fires when a property you are watching changes, such as lifecycle stage or owner.</dd><dt>New note on a company</dt><dd>Fires when someone logs a note, which is often where the real detail of a call ends up.</dd></dl>

Actions in HubSpot

<dl class="sy-deflist"><dt>Create or update a contact</dt><dd>Matches on email and updates the existing record, or creates one when there is no match.</dd><dt>Create a deal</dt><dd>Opens a deal in the pipeline and stage you choose, linked to a contact and a company.</dd><dt>Log an activity</dt><dd>Writes a note, call or email record onto the timeline so the history stays complete.</dd><dt>Add a contact to a list</dt><dd>Puts a person into a static list, the usual way to hand a batch over to marketing.</dd><dt>Update a deal stage</dt><dd>Moves a deal forward when the signal comes from another system, such as a first payment.</dd></dl>

Fields you can map

<div class="sy-table-wrap"><table><thead><tr><th>Field</th><th>Type</th><th>What it holds</th></tr></thead><tbody><tr><td>Email</td><td>email</td><td>The primary identity of a contact and the field most flows deduplicate on.</td></tr><tr><td>First name</td><td>text</td><td>Given name, often split by Syncline from a single full name in the source app.</td></tr><tr><td>Company</td><td>text</td><td>The associated company. We can create it when it does not exist yet.</td></tr><tr><td>Lifecycle stage</td><td>select</td><td>Where the contact sits in your funnel, from subscriber through to customer.</td></tr><tr><td>Deal amount</td><td>currency</td><td>The value of a deal, converted from minor units when the source is a payments app.</td></tr><tr><td>Owner</td><td>user</td><td>The assigned rep, matched by email address when the source app knows only that.</td></tr></tbody></table></div>

Popular HubSpot automations

<ul><li>Create a contact from every Gmail message to the sales address</li><li>Announce deal stage changes in a Slack channel</li><li>Turn a won deal into a Trello onboarding card</li><li>Sync a HubSpot list into an Airtable base for planning</li><li>Update lifecycle stage when a Stripe payment succeeds</li></ul>

Connecting your HubSpot account

Authentication OAuth 2.0

What we ask for You install Syncline into one HubSpot account and approve scopes for contacts, deals and forms. Access is per portal, so a sandbox and a production portal are two separate connections and cannot be mixed up.

Rate limits HubSpot typically allows around one hundred requests every ten seconds per portal, and Syncline batches writes so a large import stays inside that budget.

Questions about HubSpot

<div class="sy-faq"><details><summary>Will this create duplicate contacts?</summary><div>Not when you map the email property. Syncline looks for a match first and updates that record, and the run history shows which contact it hit.</div></details><details><summary>Can it write to custom properties?</summary><div>Yes. Custom properties appear in the field list beside the standard ones, using the internal names from your portal.</div></details><details><summary>Which HubSpot plan do I need?</summary><div>The API works on the free CRM for contacts and deals. Forms and workflow-related triggers depend on the features your own plan includes.</div></details><details><summary>How fast does a lead arrive?</summary><div>Form and contact triggers usually reach the destination in under a minute. Property polling runs every three minutes on paid Syncline plans.</div></details><details><summary>Can I move deals between pipelines?</summary><div>Yes, as long as the target stage exists in the pipeline you name. If a stage is renamed later, the flow reports the mismatch instead of guessing.</div></details></div>

Other integrations

Stripe

Stripe knows the moment money arrives, fails or goes back out. Syncline turns each of those events into something your team can see and act on within a couple of minutes.

Trello

Trello is the task board people actually keep updated, because moving a card takes one second. Syncline creates those cards from other systems and reports back when they move.

Airtable

Airtable is where teams build the tracker no off-the-shelf tool provides. Syncline keeps that base fed from your other apps and sends its rows onward when something changes.

HubSpot

HubSpot is the record of who your customers are and how far along they got. Syncline feeds it from the places leads actually arrive, and pushes deal changes back out to the team.

Gmail

Plenty of work still arrives as an email and stays there. Syncline turns matching messages into records in your other apps, and sends mail back out when something changes.

Slack

Slack is where a team notices things, which makes it the best place to put an alert and the worst place to store one. Syncline sends messages into channels when something happens elsewhere, and turns the replies worth keeping into records.

Notion

Notion holds the pages and databases most teams treat as their second brain. Syncline reads those databases on a schedule and writes rows back, so a page never has to be retyped somewhere else.

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