HubSpot source

HubSpot source

The HubSpot source reads records from your HubSpot CRM into an Outrun workspace. This page covers setup, the permissions Outrun requests, when the source syncs and what Outrun does with the records.

Connect HubSpot

1. In Outrun, go to Sources and select Add Source.
2. On the Hubspot card, select Connect.
3. In 1. Select HubSpot Account, select Add HubSpot Account and approve access in HubSpot. Then select the account and select Continue.
4. In 2. Configure Source, enter a Source Name (the default is HubSpot CRM) and select Continue.
5. In 3. Review & Confirm, select Create Source.

First sync

Creating the source starts a first sync that requests all existing records in the account, whatever their age.

Re-syncs

After the first sync, Outrun re-syncs records that changed in HubSpot on a schedule. It syncs every hour by default. You can change this under Sync frequency in the source's settings, as often as every 15 minutes if your plan allows it.

What becomes people and organisations

• HubSpot contacts become Outrun people.
• HubSpot companies become Outrun organisations. Each organisation keeps the company name, domain, website, country, industry, description, phone number, address, number of employees and annual revenue. Other company properties are not kept on the organisation.
• HubSpot deals are not turned into Outrun records.

A contact or company that has not changed since the last sync is left as it is.

Permissions

Outrun connects with HubSpot OAuth. It stores your HubSpot tokens encrypted and refreshes them automatically.

Outrun requests these required scopes:

Outrun also requests a set of optional read scopes for other CRM objects, including crm.objects.contacts.read. If a connected account is missing a required scope, the account list shows Missing required scopes. Select Reauthorise to grant them.

Related

• HubSpot destination
• HubSpot developer documentation