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Connect HubSpot so Doris can sync companies, contacts, deals, owners, pipelines, and the CRM context behind your sales conversations.
HubSpot is an organization-wide CRM integration. A Doris admin connects it from Sources > CRM > HubSpot.

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Before you start

You do not need to create a HubSpot app. Doris uses a Doris-managed HubSpot OAuth app. You need:
  • A Doris admin account for your workspace
  • A HubSpot user who can install and authorize connected apps for the portal
  • HubSpot permissions for the CRM objects Doris should sync
Use a HubSpot super admin or an integration user with access to:
  • Companies
  • Contacts
  • Deals
  • Owners
  • Products
  • Contact, company, and deal schemas
If your HubSpot portal has strict app approval or marketplace controls, have a HubSpot super admin complete the first connection.

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Required HubSpot scopes

During OAuth, HubSpot asks the admin to approve these Doris scopes: HubSpot may also show crm.schemas.companies.read as an optional scope. Approve it if prompted so Doris can read company property metadata.

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1. Connect from Doris

1

Open Sources

Log in to Doris as an admin and go to Sources in the sidebar.
2

Choose HubSpot

Open the CRM card, choose HubSpot, and click Connect.
3

Pick the HubSpot portal

HubSpot opens an authorization flow. Sign in with the HubSpot admin or integration user and choose the correct HubSpot portal.
4

Approve scopes

Review the requested CRM scopes and approve the Doris app.
5

Return to Doris

After approval, HubSpot redirects back to Doris. The HubSpot source should show as connected.

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2. Select reps and import

The HubSpot source has three setup sections in Doris: Initial import can take a few minutes depending on the size of your HubSpot portal.

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3. Enable webhooks

HubSpot webhooks let Doris receive CRM changes quickly after they happen. After HubSpot is connected, open Sources > CRM > HubSpot and enable Webhooks if the toggle is available. If webhooks are not configured for your workspace, Doris still reconciles HubSpot data through scheduled syncs.

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What syncs

Doris reads HubSpot as the source of truth for your CRM records. When CRM writeback or automation is enabled, Doris can also write selected field updates and notes back to HubSpot.

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Troubleshooting

Use a HubSpot super admin or a user with permission to install connected apps. Some portals require admin approval before new apps can be installed.
Disconnect HubSpot in Doris and reconnect, then choose the correct HubSpot portal during the OAuth flow.
Check the HubSpot user’s CRM permissions. Doris can only sync objects and properties visible to the user who authorized the integration.
HubSpot webhook setup depends on Doris workspace configuration. If the toggle fails, scheduled sync still runs; contact Doris support if you need real-time updates enabled.
Doris supports one primary CRM connection at a time. Disconnect the existing CRM source before connecting HubSpot.