HubSpot Integration
HubSpot Integration
Use the HubSpot integration when your team wants DOE accounts and stakeholders to stay connected with HubSpot companies and contacts. The guide is split into short task pages so you can open only the explanation you need.
Most workspace-level actions start in Settings > Integrations > HubSpot. Record-level actions start from the DOE account or stakeholder detail page.
Start Here
Open the section that matches what you are trying to do now.
| Need | Open |
|---|---|
| Prepare access, ownership, and permissions | Before you connect |
| Connect DOE to the right HubSpot account | Connect HubSpot |
| Understand the setup flow after OAuth | First-time setup |
| Read the card, health, and sync status | Read connection status |
| Review the installed app in HubSpot | HubSpot app dashboard |
| Understand domain and email based matching | How matching works |
| Review bidirectional fields and sync behavior | Bidirectional sync and fields |
| Add DOE media fields to HubSpot layouts | DOE custom properties |
| Add the DOE Card in Company and Contact views | DOE cards in HubSpot |
| Bring HubSpot companies into DOE | Import accounts |
| Bring HubSpot contacts into DOE | Import stakeholders |
| Send DOE records to HubSpot | Export to HubSpot |
| Link existing DOE records to existing HubSpot records | Connect existing records |
| Remove a wrong record link | Disconnect records |
| Check edge cases and common questions | FAQ |
| Remove the integration from the workspace | Uninstall HubSpot |
What HubSpot Adds
After HubSpot is connected, DOE can map accounts to HubSpot companies and stakeholders to HubSpot contacts. Mapped records can support import, export, profile field sync, DOE media custom properties, DOE cards, and direct links between the two systems.
The integration keeps the long-term connection by HubSpot object ID. Domain and email are used to find likely matches, but the saved mapping does not depend on those values staying unchanged forever.
Common Workflows
Start with Connect HubSpot when the workspace has no HubSpot connection. Use First-time setup to understand the guided flow that runs immediately after connection.
Use Import accounts or Import stakeholders when the record already exists in HubSpot and needs to be created in DOE. Use Export to HubSpot when the record already exists in DOE and needs to be created or linked in HubSpot.
Use Connect existing records when both records already exist and only the link is missing. Use Disconnect records when a DOE record is connected to the wrong HubSpot company or contact.