I've just set up the integration with Hubspot. Why don't I see my existing deals?

Deals that already existed in HubSpot before the integration was set up will not sync automatically. To trigger the sync, the deal must be moved to a HubSpot stage that is mapped to Productive in the integration settings. For example, if you've mapped Stage 1 and Stage 2 with Productive, and your deal is in Stage 1 before the integration is set up, it will not appear in Productive until you move it to Stage 2.

Deals that were created manually in Productive do not sync with HubSpot, even if they are later created or updated in HubSpot.

What happens if I manually edit a synced deal in Productive?

If you manually change certain attributes of a deal that was synced from HubSpot, you’ll see a warning: “The deal is synced from an external tool. Editing the deal will remove the link with the external tool. Continue?”
If you confirm, the sync will be permanently disabled for that deal and future changes in HubSpot will no longer reflect in Productive.

What changes break the HubSpot sync?

Some changes made in Productive will permanently break the sync with the deal in HubSpot. Once broken, updates to the deal in HubSpot will no longer reflect in Productive for that deal.

Click here to see what breaks the sync

Changes made in Productive that break the sync:

Pipeline stage or status (open, lost, won) change
Deal name change
Changing the associated company
Changing the deal owner
Currency change
Adding or deleting billable services
Changing quantity, price, discount, or markup fields on billable services
Changing the billing type of a service to or from non-billable

Changes that do not break the sync:

Updating the deal's probability percentage
Posting comments or adding to-dos
Changing the subsidiary
Adding tags
Updating the tax rate or PO number
Changing the deal date
Adding a project
(unless it’s tied to a different company)
Adding a contact or editing a company from Client details (sidebar)
Changing or adding deal custom fields
Adjusting deal settings in the Settings tab (sidebar)
Any changes to non-billable services
Changing service type, unit, tracking options, or estimate fields on billable services
Renaming, adding, or reorganizing service sections
Moving services between service sections

If I delete a synced deal in Productive, will it be recreated from HubSpot?

No. Once you delete a synced deal in Productive, it will not be recreated, even if you later make a change in HubSpot to trigger a sync.

What happens if a HubSpot deal has multiple companies assigned to it?

Because Productive has a limitation of only one company per deal, only the primary company will be synced.

What happens if a HubSpot deal has multiple contacts assigned to it?

All contacts will be created in Productive and linked to the primary company of the deal.

What happens if the primary company on a HubSpot deal already exists in Productive?

If the existing company in Productive was synced from HubSpot, Productive would not create a new one but use the existing one instead.
If the existing company was not synced from HubSpot (e.g. it was previously created in Productive), Productive will detect the existing company and match the deal to it, instead of creating the duplicate.

What happens if a contact on a HubSpot deal already exists in Productive?

If the existing contact in Productive has the same email address as the contact synced from HubSpot, Productive will not create a new one but use the existing one instead. If the existing and the new contacts don't have matching email addresses, Productive will not be able to detect the duplicate and will create a new one.

Is the deal owner field in HubSpot synced to Productive?

Deal owners from HubSpot are assigned as matching deal owners in Productive, provided certain conditions are met:

HubSpot deal needs to have an owner.
A user with the same email address needs to exist in Productive.
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.

What happens if the deal owner is updated in Productive?

As changing that field counts as an action that modifies the synced deal, the sync will break and changes done to that deal in HubSpot afterwards will not be reflected in Productive.