Add-on: HubSpot

This guide shows how to install, authorise, and test the HubSpot Add-on for syncing contacts between Storeganise and HubSpot.

1. Install and authorise the HubSpot Add-on

Please note this section is for demonstration only. Currently, all Add-ons must be installed by a Storeganise team member. Contact us to install an Add-on.

If your Add-on has already been installed, you can skip to "Authorise Hubspot"

  1. Go to the Add-ons page in your Storeganise admin portal.
  2. Find the HubSpot Add-on and click Install.
  3. Click Enable to view the authorisation link

Authorise HubSpot

  1. Click the authorisation link provided on the Add-on page
  2. Log in with your HubSpot credentials.
  3. Select the HubSpot account you want to connect.
  4. Approve the connection to Storeganise.
  5. Return to Storeganise.
  6. Refresh the page to confirm the HubSpot refresh token field is populated.
    1. This confirms that the integration is active

2. How syncing works

The integration supports two-way syncing between Storeganise and HubSpot:

Storeganise → HubSpot

  • When a user is created or updated in Storeganise, a contact is synced to HubSpot.
  • The contact includes details such as name, email, phone number, and address.

HubSpot → Storeganise

  • When a deal is marked as Closed Won in HubSpot, the associated contact is synced to Storeganise.
  • The sync pulls key contact details such as name, email, phone number and address.

3. Capabilities and limitations

Supported

  • Two-way syncing of user data for supported fields (name, address, email & phone)
  • Syncs work with standard and special characters
  • Bulk user updates in Storeganise sync users from Storeganise to HubSpot
  • Syncing works with incomplete profiles (e.g. no address)
  • Syncing of deal data when marked as Closed Won in HubSpot

Limitations

  • Contacts in HubSpot are not synced to Storeganise unless linked to a Closed Won deal
  • Updating a contact in HubSpot does not currently update the user in Storeganise (planned for a future release)
  • Field mapping accuracy is maintained only for supported fields (name, address, email & phone)
  • Custom fields currently not supported (planned for a future release)

5. Notes

  • A user custom field is created in Storeganise and stores the HubSpot contact ID.
  • This helps confirm the link between users in both systems.
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