Connecting HubSpot
Overview
The HubSpot integration uses a one-click OAuth flow. No credentials to enter — TrailSpark handles the OAuth client configuration. Only one CRM can be active at a time; if you are switching from Salesforce or Airtable, connecting HubSpot deactivates the previous CRM automatically.
Prerequisites
- Admin access to your HubSpot account
- Admin or Owner role in TrailSpark
Connect to HubSpot
- Go to Settings > CRM Integration
- Click Connect HubSpot on the HubSpot card (or Switch to HubSpot if a different CRM is already connected)
- Log in to HubSpot if prompted
- If you have multiple HubSpot accounts, select the one to connect
- Review the requested permissions and click Connect app
Once authorized, the Connect tab shows a HubSpot Connected status. Click Test Connection to verify the integration is working.
Requested Permissions
TrailSpark requests the following OAuth scopes:
- crm.objects.contacts.read / write -- read and write contact records
- crm.objects.companies.read -- read company records
- crm.objects.deals.read -- read deal records for signal enrichment
- sales-email-read -- read email engagement data for sentiment analysis
What Gets Synced
Contacts
Standard properties (email, name, job title, lifecycle stage, lead status) plus any custom properties you configure in Field Mapping.
Companies
Company name, domain, industry, employee count, revenue, and custom properties.
Deals
Deal name, stage, amount, and close date. Deal data is used for signal enrichment and closed-won analysis during ICP creation.
Engagement Signals
Email opens, email clicks, form submissions, page views, and meeting bookings flow as signals for lead scoring.
HubSpot Properties
TrailSpark can access both standard and custom HubSpot properties. Common standard properties:
| Category | Properties |
|---|---|
| Contact Info | email, firstname, lastname, jobtitle |
| Company Info | company, industry, website |
Custom properties are available after you create them in HubSpot and map them in TrailSpark's Field Mapping.
Disconnecting
Disconnecting from TrailSpark does not remove the app from your HubSpot account. To fully revoke access, also disconnect from HubSpot Settings > Integrations > Connected Apps.
Troubleshooting
"Access denied" error
- Verify you are selecting the correct HubSpot account during authorization
- Confirm your HubSpot user has admin permissions
Duplicate contacts
TrailSpark uses email as the primary identifier. If HubSpot contains duplicate contacts with the same email, TrailSpark matches to the most recently updated record.
Missing engagement data
- Engagement tracking requires the HubSpot tracking code installed on your website
- Marketing email engagement requires HubSpot marketing tools
- Historical engagement depth depends on your HubSpot plan's data retention
Next Steps
- Field Mapping — configure how HubSpot properties map to TrailSpark
- Buying Groups Overview — how TrailSpark uses HubSpot contact data for role detection