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Data Connectors Hubspot

HubSpot Connector Setup Guide

This guide explains how to set up HubSpot in Strand in a simple, non-technical way.

What this connector does

The HubSpot connector lets Strand:

  • sync HubSpot companies into Accounts,
  • map HubSpot properties to Strand fields,
  • optionally filter which companies are synced,
  • run manual syncs on demand, and
  • keep periodic sync running in the background.

Before you start

Make sure you have:

  • Admin or Owner access in your organization (required for setup and sync actions).
  • A HubSpot account you can authorize.

To connect HubSpot:

  1. Go to Settings -> Connectors.
  2. Open HubSpot.
  3. Click Connect HubSpot and complete OAuth.

Configure HubSpot Sync

Open: Settings -> Connectors -> HubSpot

HubSpot Configuration

1) Turn periodic sync on or off

  • Use the Periodic sync toggle to control scheduled syncing.

2) Choose account matching

Choose how incoming HubSpot data matches existing Strand accounts:

  • Domain: match by company domain.
  • External ID: match by external customer ID.
  • Domain + External ID: allow either.

3) Field mappings

Open Field mappings and map HubSpot properties to Strand fields.

Suggested camelCase Strand target fields:

  • companyName

  • companyDomain

  • externalCustomerId

  • Optional owner mapping: map a HubSpot property to accountOwnerEmail to assign owner by organization member email.

  • If the email does not match a member in Strand, sync continues and owner assignment is skipped.

Required mappings depend on account matching:

  • Domain requires companyName and companyDomain.
  • External ID requires companyName and externalCustomerId.
  • Domain + External ID requires companyName, plus at least one of companyDomain or externalCustomerId.

4) Filters (optional)

Open Filters (optional) to limit synced companies.

  • Add one or more filter rules.
  • Choose HubSpot field, operator, and value.
  • Save settings to apply filters to both manual and periodic sync.

5) Sync contacts (optional)

Turn on Sync contacts to automatically sync contacts from HubSpot to their linked accounts. Contacts are matched to accounts during each sync run. No additional configuration is needed.

6) Create-missing behavior

Choose whether to create accounts when HubSpot records do not match existing Strand accounts.

  • On: create + update
  • Off: update matched accounts only

7) Save and sync

  1. Click Save.
  2. Click Sync now to run a manual sync immediately.

After a run, check the sync status panel for:

  • last completed time,
  • processed/created/updated/skipped counts,
  • recent errors (if any).

Incremental behavior

HubSpot sync uses incremental updates automatically when possible. Full sync is only used when key settings have changed.

Troubleshooting

  • Cannot save settings: check required mappings based on selected account matching mode.
  • No data synced: review filters; they may be too restrictive.
  • Too many records are skipped: check Create new accounts when no match is found.
  • Sync button not working: confirm HubSpot is connected and you are Admin/Owner.
  • Fields look incomplete: reopen Field mappings and ensure required HubSpot properties are selected and mapped.