HubSpot Integration

Link your Productive account to HubSpot and have your deals created in Productive automatically.

Updated over a week ago

If you are using HubSpot for Marketing and Sales, you can integrate it with Productive to have your deals, companies, and contacts synced to Productive.

Setting up the Integration

First, log into your HubSpot account. Then, in Productive, head over to Settings > App Marketplace and select HubSpot.

Select "Connect app" and follow the steps in the setup. First, you'll need to set up the defaults for the integration. This includes:

  • Default subsidiary
    All deals synced from HubSpot will be assigned to this subsidiary.
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  • Fallback deal owner
    The person that will be set as the owner of deals synced from HubSpot, provided there is no deal owner assigned in HubSpot or if the conditions for matching owners in Productive are not met.
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  • Default client company
    If a deal synced from HubSpot has no company assigned to it, this company will be assigned to that deal in Productive.
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  • Default template
    This Proposal template will be set for all deals synced from HubSpot.

Deal Ownership

Previously, all synced deals from HubSpot had the same default owner as set in the integration settings.

With the update released in April 2024, deal owners from HubSpot are now assigned matching deal owners in Productive, provided certain conditions are met:

  1. HubSpot deal needs to have an owner.

  2. A user with the same email address needs to exist in Productive.

  3. The Productive user has permission to create and view said deals.

If a deal without an owner is synced from HubSpot to Productive, Productive will assign the Fallback owner set in integration settings.

Due to HubSpot limitations, existing integrations must be disconnected and reconnected before this change can be applied!

Mapping Pipeline Stages

Next, you will need to map HubSpot sales pipeline stages to the Productive sales pipeline.

By doing this, you will define when a deal from HubSpot should be added to Productive and to which stage.

Once a deal in HubSpot reaches one of the mapped stages, it will be created in the matching Productive stage.

Don't sync deal updates: this checkbox will disable deal stage changes to be synced to Productive.

Syncing deals from HubSpot

When a deal reaches one of the HubSpot stages selected in the integration settings, a deal will be created in the matching Productive stage.

The deal attributes will be copied to Productive as follows:

HubSpot Deal Attribute

Productive Deal Attribute

Deal Name

Deal Name

Deal probability

Deal probability

Currency

Currency

Amount

Revenue

Deal Stage

Deal stage (as mapped in the integration settings)

Each deal synced from HubSpot will be marked with the sync icon. You can see this icon both in the deals list view and in the deal details.


The sync icon indicates that any updates made to the corresponding deal in HubSpot will be reflected on this deal in Productive.

This includes any updates on the Deal Name, Deal probability, Currency, and Amount attributes.

The Deal stage will be updated in Productive only if:

  1. Don't sync deal updates checkbox is not ticked

  2. The deal is moved to a HubSpot stage that is mapped to a Productive stage

Note: If a deal with the sync indicator is modified in Productive, the sync will be broken and no future updates will be synced from HubSpot.

Syncing Contacts and Companies

When a deal is copied to Productive, the primary company and the contacts on the deal will also be created in Productive.

The primary company on a HubSpot deal is created in Productive and assigned to that deal. The company attributes will be copied to Productive as follows:

HubSpot Company Attribute

Productive Company Attribute

Company name

Company name

Address

Address (Contact info)

Website URL

Website (Contact info)

Phone number

Phone (Contact info)

All contacts on a HubSpot deal will be created in Productive and assigned to the primary company of that deal. The contact attributes will be copied to Productive as follows:

HubSpot Contact Attribute

Productive Contact Attribute

First name

First name

Last name

Last name

Company

Company

Job title

Job title

Email

Email (Contact info)

Phone number

Phone (Contact info)

Mobile phone number

Phone (Contact info)

Address

Address (Contact info)

Each contact and company synced from HubSpot will be marked with the sync icon. You can see this icon both in the contact/company list views and in the contact/company details.

The sync icon indicates that any updates made to the corresponding deal in HubSpot will be reflected on this deal in Productive. This includes any updates on the Deal Name, Deal probability, Currency, and Amount attributes.

Note: If a contact/company with the sync indicator is modified in Productive, the sync will be broken and no future updates will be synced from HubSpot.

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