# Hubspot Startdeliver integrates with HubSpot CRM. Once connected, HubSpot companies sync to Startdeliver customers, contacts sync to users, deals sync commercial data to customer profiles, and engagement history — calls, emails, meetings, notes — syncs as customer interactions. The integration is bi-directional with real-time webhook support. Teams using HubSpot as their CRM can connect and configure field mapping in 1 to 3 hours.\ \ **Where to find it:** Apps → HubSpot **Who can access it:** Admins *** #### What it does The HubSpot integration keeps your CRM and Startdeliver automatically aligned. Once connected, companies, contacts, deals, and engagement activity sync between the two systems based on rules you define. Sales and Customer Success work from the same up-to-date customer data without manual handoffs or duplicate maintenance. The integration supports bi-directional sync — you control which direction data flows for each object type. Real-time sync is available via webhooks for time-sensitive events like a deal closing. *** #### What syncs **Companies → Customers** HubSpot companies sync to customer records in Startdeliver. You control sync direction, whether records are created, updated, or both, which companies sync via filters, and how HubSpot properties map to Startdeliver fields. Matching is done by a field you define. The recommended default is HubSpot Record ID mapped to the HubSpot ID field in Startdeliver — this prevents duplicates and ensures updates apply to the correct company. Filter examples for which companies to sync: lifecycle stage equals Customer, specific pipeline status, custom property conditions. Only companies matching your filter rules will sync. **Contacts → Users** HubSpot contacts sync to user records in Startdeliver. You control which contacts sync, how they're matched (typically by email address), which fields stay aligned, and sync direction. This ensures the right people are connected to the right customer accounts in Startdeliver. **Deals** Deal data gives CSMs commercial context directly on the customer profile. Two approaches: *Single deal per company* — select one deal per company based on your filter (most recently closed, highest value, specific pipeline stage). Map deal fields to customer fields. Example: Close Date → activeAt, Deal Owner → Customer Owner. Commonly used to mark when a customer became active. *Aggregate across all filtered deals* — calculate values across multiple matching deals. Sum numeric fields (total ARR across all Closed Won deals), find the maximum or minimum value. Example: Annual Recurring Revenue → arr (summed across all Closed Won deals). Reflects total commercial value in Startdeliver. **Engagements** HubSpot engagement activity syncs into Startdeliver as interaction history. Supported types: calls, emails, meetings, notes, tasks. Each can be configured separately and added to the customer as interactions, tasks, or comments. CSMs see the full sales conversation history from day one without needing HubSpot access. *** #### Sync direction For each object type you choose how data flows: * HubSpot → Startdeliver * Startdeliver → HubSpot * Bi-directional And whether to create new records, update existing ones, or both. This gives you full control over where your source of truth lives for each data type. *** #### Real-time sync via webhooks By default the integration runs on a scheduled sync cycle. Enable webhooks for real-time updates: * Changes in HubSpot trigger immediate updates in Startdeliver * Deal stage changes can create or update customers instantly * Contact updates sync without waiting for the next scheduled job Useful when you want immediate visibility the moment a deal closes or a lifecycle stage changes. Even with webhooks enabled, scheduled jobs continue to run to catch anything missed between real-time events. *** #### Setup 1. Go to Apps → HubSpot and install the HubSpot V3 app 2. Authenticate with HubSpot using OAuth 3. Configure each tab: Companies, Contacts, Deals, Engagements, Webhooks (optional) 4. Define matching rules for each object type 5. Add filters to control which records sync 6. Map fields between HubSpot properties and Startdeliver fields 7. Save — the integration runs automatically from this point *** #### Field mapping For each object type define which HubSpot property maps to which Startdeliver field. The integration handles formatting automatically for text, numbers, dates, dropdowns, and multi-select fields. Add multiple mapping rows per object as needed. *** #### Monitoring Go to the Settings tab in the HubSpot app to review previous sync jobs — status, start time, and finish time. If a job fails, review the configuration and retry. The system includes automatic retry handling for temporary API or connection issues. *** #### Common use cases * Automatically create customers in Startdeliver when a deal reaches Closed Won * Sync ARR from HubSpot deals into Startdeliver for health tracking and reporting * Keep lifecycle stages aligned between Sales and Customer Success * Give CSMs visibility into commercial context and deal history on every customer profile * Sync engagement history so all customer touchpoints are visible in one place *** *** ### HubSpot Feedback Surveys *Sync CSAT and NPS responses from HubSpot directly into Startdeliver experience health.* **Where to find it:** Apps → HubSpot Feedback **Who can access it:** Admins *** #### What it does The HubSpot Feedback integration syncs CSAT and Customer Satisfaction survey responses from your HubSpot environment into Startdeliver automatically. Customer feedback is reflected in experience health without manual updates — every new response updates the relevant customer's health score as soon as it arrives. *** #### What syncs CSAT and NPS survey responses from HubSpot. Each response is matched to the corresponding company in Startdeliver and updates that customer's experience health score. The sync is one-way — HubSpot is the source of truth. Responses are scored and aggregated per company, not per individual contact. *** #### How feedback health is calculated Feedback health in Startdeliver uses a 0–10 scale aligned with standard NPS scoring: * Promoters: 9–10 * Passives: 7–8 * Detractors: 0–6 Each new synced response updates the experience health score for the relevant customer. The score feeds into the AI assessment alongside usage and support signals — and is used in health scoring, reports, automations, and customer prioritization. *** #### Limitations * Only CSAT and NPS survey types are currently supported * Sync is one-way: HubSpot → Startdeliver * Feedback is aggregated per company, not per individual respondent *** #### Setup Contact your Startdeliver CSM or support to enable the HubSpot Feedback integration for your account. Once enabled, configure it in Apps → HubSpot Feedback. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.startdeliver.io/integrations-and-your-stack/hubspot.md?ask= ``` The question should be specific, self-contained, and written in natural language. 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