# HubSpot

## HubSpot integration

### Overview

Sumble's HubSpot integration syncs data between your HubSpot instance and Sumble in both directions.

From HubSpot to Sumble:

* **Account list** -- Keep your Sumble account universe in sync with HubSpot Companies
* **Account assignments** -- Personalize Sumble for your reps based on HubSpot owner and user data

From Sumble to HubSpot:

* **Enrichments** -- Write firmographic and technographic data back to HubSpot Company records (updates only, does not create new Companies)

Each of these can be turned on independently.

### How it works

Once connected, Sumble will:

1. Create a **Sumble Information** property group on your Company object
2. Create custom properties (prefixed with `sumble_`) for each enrichment on your account
3. Sync data daily after the Sumble data pipeline completes

### Installation

#### Before you start

* You need a HubSpot account with **Super Admin** permissions (required to authorize third-party apps)
* You need an active Sumble Enterprise subscription

#### Step 1: Start the connection

1. Go to [sumble.com/integrations/hubspot/start](https://sumble.com/integrations/hubspot/start)
2. Log in to Sumble if prompted

#### Step 2: Authorize in HubSpot

1. You'll be redirected to HubSpot's authorization screen
2. Select the HubSpot account you want to connect
3. Review the permissions (see Permissions below)
4. Click **Connect app**

#### Step 3: Confirm

After authorizing, you'll be sent back to Sumble. You should see **"HubSpot is connected"**.

No further configuration is needed. Sumble starts syncing automatically.

### Permissions

Sumble requests these HubSpot scopes during authorization:

| Scope                         | What it's for                                  |
| ----------------------------- | ---------------------------------------------- |
| `crm.objects.companies.read`  | Read Company records to match accounts         |
| `crm.objects.companies.write` | Write enrichment data to Company records       |
| `crm.objects.contacts.read`   | Read Contact records                           |
| `crm.objects.contacts.write`  | Write Contact data                             |
| `crm.objects.deals.read`      | Read Deal records                              |
| `crm.objects.deals.write`     | Write Deal data                                |
| `crm.objects.leads.read`      | Read Lead records                              |
| `crm.objects.leads.write`     | Write Lead data                                |
| `crm.objects.owners.read`     | Read owner assignments for territory mapping   |
| `crm.objects.users.read`      | Read HubSpot users for account assignment      |
| `crm.schemas.companies.write` | Create custom properties on the Company object |
| `crm.export`                  | Export Company and User records from HubSpot   |
| `crm.import`                  | Import enrichment data into HubSpot            |

Sumble only creates or modifies properties inside the **Sumble Information** property group. We never alter your existing HubSpot properties.

### Enrichment properties

After the first sync, a **Sumble Information** property group will appear on your Company records. It contains a custom property for each enrichment on your account (technology usage, headcount trends, hiring signals, etc.). All properties are prefixed with `sumble_` — for example, an enrichment called "job\_count" appears as `sumble_job_count` in HubSpot.

You don't need to create any fields manually. When new enrichments are added to your Sumble account, the corresponding properties are created on the next sync.

#### Where to find them

1. Open any Company record in HubSpot
2. Scroll to or search for the **Sumble Information** section in the left sidebar

These properties work like any other Company property -- you can use them in lists, workflows, and reports.

### Account matching

Sumble matches HubSpot Companies to organizations in the Sumble database. The exact HubSpot properties used are configured per customer, but the typical mapping is:

| Field             | Required                                                                     | Typical HubSpot property |
| ----------------- | ---------------------------------------------------------------------------- | ------------------------ |
| Company ID        | <ul class="contains-task-list"><li><input type="checkbox" checked></li></ul> | `hs_object_id`           |
| Company Name      | <ul class="contains-task-list"><li><input type="checkbox" checked></li></ul> | `name`                   |
| Company Domain    | <ul class="contains-task-list"><li><input type="checkbox" checked></li></ul> | `domain`                 |
| LinkedIn URL      | <ul class="contains-task-list"><li><input type="checkbox"></li></ul>         | `linkedin_company_page`  |
| Country           | <ul class="contains-task-list"><li><input type="checkbox"></li></ul>         | `country`                |
| Parent Company ID | <ul class="contains-task-list"><li><input type="checkbox"></li></ul>         | (if applicable)          |

If your HubSpot instance uses non-standard property names for any of these, let us know during setup and we'll configure the mapping accordingly.

### Sales territories

Sumble reads HubSpot owner assignments to personalize each user's experience. By default, it uses:

* **HubSpot Owner** -- the Company's assigned owner
* **SDR Owner** -- a custom property, if configured

These determine which accounts each Sumble user sees signals and alerts for. If your team uses different fields for account ownership, we can set up custom mappings.

### Data sync details

#### Pull (HubSpot to Sumble)

* Uses HubSpot's CRM Export API to pull Company records and User records
* Only downloads the configured mapping fields (see Account matching)
* Company data is used for account matching; User data is used for owner-to-rep mapping

#### Push (Sumble to HubSpot)

* Uses HubSpot's CRM Import API
* Sends enrichment data as CSV imports keyed on `hs_object_id`
* **Updates existing Company records only** -- does not create new Companies in HubSpot
* Only writes to properties in the **Sumble Information** group

### Disconnecting

To disconnect, contact your Sumble account team. We'll revoke stored credentials and stop syncing.

You can also revoke access from HubSpot directly:

1. Go to **Settings > Integrations > Connected Apps**
2. Find **Sumble**
3. Click **Uninstall**

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