Before You Connect
Before you connect HubSpot
Use this checklist before connecting. It prevents the most common mistake: linking the correct DOE workspace to the wrong HubSpot account.
Who should connect?
The person starting the connection should:
- be an Admin or Client Admin in the DOE workspace,
- have a verified DOE email,
- be able to approve the Njord DOE app in HubSpot, and
- know which HubSpot account the workspace should use.
After HubSpot is connected, the person who completed the connection becomes the connection owner. Re-authentication and full uninstall must be completed by that owner. If the owner is unavailable, contact Njord support before trying to replace the connection.
Checklist
- Open the DOE workspace that should use HubSpot.
- Confirm your DOE email is verified.
- Confirm the HubSpot account name with the workspace owner.
- Sign in to the HubSpot user that can approve app access.
- Decide whether records should move from HubSpot to DOE, from DOE to HubSpot, or be connected because they already exist in both systems.
- Check whether HubSpot is already connected in this DOE workspace.
- Tell the team not to run imports or exports until the correct HubSpot account is confirmed.
Choose the right data direction
| Where the record exists now | Best action |
|---|---|
| HubSpot only | Import it into DOE |
| DOE only | Export it to HubSpot |
| Both systems | Connect the existing records |
| Connected to the wrong record | Disconnect that record, then connect the correct one |
Common blockers
| What you see | What to do |
|---|---|
| Your DOE email is not verified | Verify the email, sign in again, and retry |
| HubSpot shows the wrong account | Cancel, switch HubSpot accounts, and restart from DOE |
| HubSpot is already connected by someone else | Ask the displayed connection owner to continue or re-authenticate |
| You only need to link one record | Use the account or stakeholder action; do not reconnect the workspace |
| More than one CRM is connected | Choose HubSpot explicitly when DOE asks which provider to use |
What happens next?
DOE sends the connector to HubSpot for approval. After HubSpot returns to DOE, the guided setup checks account matches, unmatched records, field sync, custom properties, and the DOE cards used in HubSpot.
If setup is closed early, the connection remains active. Resume from Settings > Integrations > HubSpot > View Details.