Connect Existing Records
Connect existing DOE and HubSpot records
Use manual connect when the DOE record and HubSpot record already exist and only their saved link is missing. It does not create another account, company, stakeholder, or contact.
Connect an account
- Open the active DOE account.
- Select Connect to HubSpot.
- Search for the HubSpot company.
- Open the HubSpot record if you need to verify it.
- Select the correct company.
- Confirm the connection.
- Check that View in HubSpot is now available.
After the account connects, DOE may also connect stakeholders whose emails have one safe match under that HubSpot company. Stakeholder conflicts are listed for review; they do not undo a successful account connection.
Video guide: After the account is mapped, DOE safely connects stakeholders whose emails match one contact under the mapped HubSpot company.
Auto-connect stakeholders
- Connect or import the DOE account to the correct HubSpot company.
- DOE checks stakeholders under that account against contacts associated with the same HubSpot company.
- When one stakeholder email safely matches one HubSpot contact, DOE connects the records automatically.
- Review conflicts or unmatched stakeholders instead of forcing an unsafe match.
- Open an automatically connected stakeholder and confirm View in HubSpot is available.
If DOE cannot find one safe match, use the manual steps below.
Connect a stakeholder
- Confirm the parent DOE account is connected to the correct HubSpot company.
- Open the DOE stakeholder.
- Select the HubSpot connect action.
- Search for the correct HubSpot contact.
- Compare the name, email, and company context.
- Confirm the connection.
- Check that View in HubSpot is available.
If DOE does not allow the connection
| Reason | What to do |
|---|---|
| DOE account is archived or inactive | Restore and verify the account first |
| DOE account already has another active HubSpot link | Disconnect the wrong link before connecting a new company |
| HubSpot company is linked to another DOE account | Review the existing mapping; one company cannot be actively linked to two accounts in the workspace |
| HubSpot contact is linked to another stakeholder | Review the existing person before changing the mapping |
| Stakeholder email has several possible matches | Select the correct contact manually; DOE will not guess |
| Record was intentionally disconnected | Manual connect is required; automatic matching will not undo that choice |
Do not confirm a manual connection unless both records clearly represent the same company or person.