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Connect HubSpot so Doris can import companies, contacts, deals, owners and pipelines. A workspace admin does this once for the whole workspace.

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Before you start

You need:
  • A Doris role that can connect integrations. See People & access.
  • A HubSpot user who can install connected apps in the portal. A super admin is best.
  • No other CRM connected in Doris. Doris uses one CRM for each workspace.
You do not create a HubSpot app. Doris uses its own HubSpot app.
Doris can import only the records and properties that the authorizing HubSpot user can see. Use a user who can see all the pipelines you need.

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HubSpot scopes

HubSpot asks the user to approve these scopes: HubSpot can also show crm.schemas.companies.read as optional. Approve it so Doris can read company property metadata.

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1. Connect HubSpot

1

Open Integrations

Go to Settings > Workspace > Integrations.
2

Choose HubSpot

Select Add integration. In CRM, select Connect next to HubSpot. In a new workspace, the provider list shows on the page. Select Connect there.
3

Approve in HubSpot

Sign in to HubSpot. Choose the correct portal. Approve the scopes.
4

Return to Doris

HubSpot sends you back to Doris. The banner says HubSpot connected. Select Finish setup.
Authorization does not import CRM data. Doris imports nothing until you finish the setup below.

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2. Choose what Doris imports

The setup page is named Set up HubSpot. It has five steps: Authority, Pipelines, Record owners, Review and Initial import.
1

Pipelines

Choose the pipelines to import. Doris imports only records in the pipelines you select.
2

Record owners

Choose All CRM owners or Selected CRM owners. With selected owners, Doris processes only records those owners own.
3

Save

Select Save configuration. If you change the owner choice, Doris asks you to confirm it.
4

Start the import

In Review and start initial import, check the summary. Select Activate and start import.
The first import can take a few minutes for a large portal.

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Deal fields

Doris always imports amount, close date, stage, owner and pipeline. To import more deal fields, select Choose fields after setup. You can also use the Fields tab on the connection.

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Change the scope later

Open Integrations, select Manage on the HubSpot row, then open Configuration. If you limit the owners, Doris stops processing records owned by other people. Doris does not delete records it already imported.

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What syncs

Doris syncs HubSpot every night at 02:00 UTC. Doris writes back to HubSpot only when a write is turned on for your workspace. The write scopes above allow those updates.

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Troubleshooting

Use a HubSpot super admin. Some portals need admin approval before a user can install a new app.
Open the HubSpot connection, then the Connection tab. Select Disconnect. Connect again and choose the correct portal.
Check the pipelines and record owners on the Configuration tab. Then check that the authorizing HubSpot user can see those records.
Doris uses one CRM for each workspace. Disconnect the current CRM before you connect HubSpot.