HubSpot Integration¶
Connect PartnerSignals to HubSpot to sync deals, companies, and contacts.
Beta
HubSpot integration is currently in beta. To enable it on your account, contact your PartnerSignals account team.
What Syncs¶
| Direction | Data |
|---|---|
| HubSpot → PartnerSignals | Companies, Deals, Contacts |
| PartnerSignals → HubSpot | Attribution records (deal properties), Signal-generated tasks |
Setup¶
Prerequisites¶
- HubSpot admin access (Super Admin role)
- PartnerSignals account with HubSpot beta enabled (contact your account team)
Step 1 — Authorize the OAuth Connection¶
- Go to Settings → Integrations → HubSpot in the portal
- Click Connect HubSpot
- Authorize PartnerSignals in your HubSpot account
- Select the deal pipeline(s) to sync
- Click Save
Step 2 — Configure Sync Scope¶
Select which deal pipelines and stages to include. By default, all pipelines sync.
Step 3 — Attribution Write-Back¶
PartnerSignals writes attribution data to HubSpot deal properties. The following properties are created automatically when write-back is enabled:
| Property Name | Type | Description |
|---|---|---|
ps_attributed_partner |
Single-line text | Partner name |
ps_attribution_tier |
Dropdown | Sourced / Co-Sell / Influenced |
ps_attributed_revenue |
Number | Attributed deal value |
Dual-CRM Setup¶
If you use both Salesforce and HubSpot, you can connect both simultaneously. PartnerSignals deduplicates accounts and opportunities across CRMs using company domain matching.
Recommended setup:
- Salesforce as primary CRM (all attribution write-back goes to Salesforce)
- HubSpot in read-only mode (PartnerSignals reads HubSpot deals for signal detection, does not write back)
To configure: set HubSpot to Read Only mode in Settings → Integrations → HubSpot → Advanced Settings.
Known Beta Limitations¶
- Deal property write-back may have a delay of up to 15 minutes
- HubSpot webhook delivery is polled every 5 minutes (vs. real-time for Salesforce)
- Custom pipeline stages may require manual mapping on first sync
These limitations will be resolved before HubSpot moves to GA. Contact your account team for the current GA timeline.