Who is this guide for? This guide is for administrators setting up the HubSpot integration. You’ll need HubSpot admin access to authorize the OAuth connection.
What Data Syncs from HubSpot?
| HubSpot Object | Maps to Quivly Object | What Syncs |
|---|---|---|
| Companies | Customers | Company name, domain, industry, create date, custom properties |
| Contacts | Contacts | Name, email, job title, phone, associated company |
| Deals | Opportunities | Deal name, amount, stage, close date, owner |
| Owners | Users | Owner name, email (for assigning accounts) |
Prerequisites
- Active HubSpot account (Free tier works, but Professional/Enterprise recommended)
- Admin or Super Admin role in HubSpot
- Permission to install integrations and approve OAuth apps
Step-by-Step Setup
1
Navigate to Integrations in Quivly
- Log in to Quivly
- Click Settings in the left sidebar
- Navigate to the Integrations tab
- In the CRM section, find HubSpot CRM
- Click Set Up Integration
2
Authorize HubSpot Connection
- Click Connect to HubSpot
- You’ll be redirected to HubSpot’s authorization page
- Log in to HubSpot if prompted
- Select the HubSpot account you want to connect
- Review the permissions and click Connect app
Quivly only requests read permissions. We never write data back to HubSpot.
3
Wait for Initial Sync
Once connected, Quivly will begin syncing your HubSpot data.Estimated time:
- Small accounts (< 100 companies): 5-10 minutes
- Medium accounts (100-1,000 companies): 10-30 minutes
- Large accounts (1,000+ companies): 30-60 minutes
4
Verify Sync Completion
- Check the integration status shows 🟢 Healthy
- Navigate to Customers in the sidebar
- Verify your HubSpot companies appear in the customer list
Configuring Field Mappings
After the initial sync, you can customize how HubSpot properties map to Quivly fields.- Go to Settings → Objects → Customers
- Navigate to the Configuration tab
- Select HubSpot CRM as the integration source
- Review and modify mappings as needed
- Click Save Mappings
| HubSpot Property | Quivly Field |
|---|---|
name | customer_name |
domain | domain |
industry | industry |
createdate | created_at |
hs_object_id | external_id |
Customer Matching
Quivly uses domain-based matching to link HubSpot companies to customers from other integrations (like Stripe). Example:- HubSpot company with domain
acme.com - Stripe customer with email
[email protected] - Result: Matched as the same customer