HubSpot Integration Overview
Fluint’s HubSpot integration creates a seamless connection between your CRM and Fluint workspace. This integration automatically syncs your deals, contacts, companies, and email activity, ensuring deal context in Fluint always reflects your latest HubSpot data. Documents generated in Fluint will also sync back to your HubSpot records as Notes, keeping entire teams aligned.
Key Benefits:
Automatic deal sync – Deals import into Fluint for all licensed reps without manual creation
Real-time updates – Changes in HubSpot (like stage updates) reflect automatically in Fluint
Email activity tracking – HubSpot email messages sync to relevant deals as additional context for Olli
Content sync-back – Documents generated in Fluint attach to HubSpot deal records as Notes
What Gets Synced
Object | Description | Required |
Users | HubSpot owners for mapping deal ownership | ✓ Required |
Stages | Pipeline stages for deal visualization | ✓ Required |
Deals | Sales deals from your selected pipeline | ✓ Required |
Contacts | Contact information for stakeholders | Recommended |
Companies | Company and organization information | Recommended |
Emails | Email communications linked to deals | Recommended |
Sync-Back: Documents created in Fluint sync to HubSpot as Notes on the associated deal record.
Prerequisites Before Connecting
Before connecting Fluint to HubSpot, ensure you meet the following requirements.
1. Super Admin Status in HubSpot (Required)
HubSpot requires Super Admin permissions to authorize third-party OAuth applications. This is a HubSpot platform requirement, not a Fluint limitation.
To verify your access level:
Go to HubSpot → Settings (gear icon) → Users & Teams
Find your user and check your permission level
If you don’t have Super Admin status, contact your HubSpot administrator
Note: You only need Super Admin status to connect the integration. After connection, the integration uses standard API permissions.
2. Fluint Team License Plan
The HubSpot integration is available on Team License plans. Contact your Fluint CSM if you need to upgrade.
3. Add Users to Fluint First
⚠️ Important: Ensure all HubSpot users who own deals are added to Fluint before connecting the integration. This ensures their deals sync correctly during the initial import.
Fluint matches users by email address - make sure your team members use the same email addresses in both HubSpot and Fluint.
4. Sales Hub Seat (Only if Syncing Leads)
A Sales Hub seat is only required if you plan to sync Leads (not covered in the standard deal sync). For standard deal syncing, no Sales Hub seat is required.
Step-by-Step: Connecting HubSpot
The integration wizard guides you through four simple steps: Connect → Configure → Sync → Complete.
Step 1: Connect
Go to Settings → Integrations in Fluint
Find the HubSpot card and click Connect
A new browser tab opens with HubSpot’s authorization screen
Log in to HubSpot (if not already logged in)
Select the HubSpot portal you want to connect (if you have multiple)
Review the permissions and click Connect app
The tab will close automatically and Fluint will confirm the connection
Tip: We recommend using a dedicated integration user account rather than a personal account. This ensures the connection isn’t disrupted if someone leaves the organization.
Step 2: Configure
Select Your Pipeline (Required)
HubSpot requires you to select which pipeline to sync:
Choose your primary sales pipelines from the dropdown (max of three pipelines)
Only deals from this pipeline will sync to Fluint
You can change this later in Manage Integration
Note: You can select up to 3 pipelines. We recommend selecting only the pipelines your reps actively work in.
Select Objects to Sync
Review the available HubSpot objects
Required objects (Users, Stages, Deals) are pre-selected and cannot be deselected
Check additional objects you want to sync:
Contacts (Recommended) – Sync stakeholder information
Companies (Recommended) – Sync company details
Emails – Sync email activity linked to deals
Configure Stage Filter (Optional)
When multiple pipelines are selected, stages are grouped by pipeline name
Stage ordering follows the pipeline order you set above
Include Mode:
Only sync deals in the selected stages
Useful when you only want active deal stages
Exclude Mode:
Sync deals in all stages except the selected ones
Useful for excluding closed/won or closed/lost stages
Note: Stage filtering requires a pipeline selection first. The stage list populates based on your selected pipeline.
Choose Backfill Period
Select how much historical data to import:
Option | Description |
Last 30 days | Quick setup – recent deals only |
Last 60 days | 2 months of history |
Last 90 days | 3 months of history |
Last 6 months | Recommended – good balance of history and speed |
Last year | Full year of data |
All time | Complete history (may take longer) |
You can also check “Skip backfill” if you only want to sync new records going forward.
Click Save & Continue
Step 3: Sync
The sync process begins automatically:
Fluint imports your historical data based on your configuration
Watch real-time progress for each object:
⏳ Pending – Waiting to start
🔄 In Progress – Currently syncing
✅ Completed – Successfully synced (shows record count)
❌ Failed – Error occurred (shows retry option)
If any step fails, click Retry to attempt it again
Note: Initial sync time depends on your data volume and backfill period.
Step 4: Complete
Once syncing completes:
Review the summary showing records synced per object
Your HubSpot data will now automatically sync every 10 minutes
Any changes in HubSpot will be reflected in Fluint shortly after
Next Steps:
Click Go to Deals to see your synced deals
Click Manage Integration to view settings or make changes
Click Connect Another Integration to add more integrations
Managing Your Integration
After connecting, you can manage your HubSpot integration from Settings → Integrations.
View Connection Status
See when the integration was connected
View the HubSpot portal connected
Check sync status and last sync time
Modify Configuration
Change your selected pipelines (up to 3)
Adding a new pipeline triggers a backfill prompt for the new pipeline's deals
Removing a pipeline stops future syncs from that pipeline (existing deals remain)
Reordering pipelines only changes stage display order — no backfill needed
Update which objects are synced
Adjust stage filters
Trigger a new backfill with updated settings
Disconnect Integration
Disconnect HubSpot from Fluint
Data already synced remains in Fluint
You can reconnect at any time
User and Deal Matching
How Users Are Matched
Fluint matches users by comparing email addresses in Fluint to email addresses in HubSpot. Ensure your team members use the same email addresses in both systems.
How Deals Are Synced
Fluint imports deals based on the Deal Owner field in HubSpot
Only deals owned by licensed Fluint users will sync
Deals owned by users not in Fluint are excluded
When new users are added to Fluint, a backfill runs to import their deals
Data Retention
Once imported, deal data is retained even if the owner leaves your company
Data can be purged upon request for GDPR compliance
Troubleshooting
Connection Issues
Problem: OAuth authorization fails or is cancelled
Possible causes:
Browser popup blockers preventing the authorization window
User clicked “Deny” instead of “Connect app”
HubSpot session timeout during authorization
Network connectivity issues
Solutions:
Disable popup blockers for the Fluint domain
Ensure you’re logged into HubSpot in another tab
Try using a different browser
Clear browser cache and cookies
Problem: Connection times out
Cause: The OAuth flow has a 5-minute timeout for security reasons.
Solution:
Ensure you’re logged into HubSpot before starting
Complete the authorization promptly when the window opens
Check your network connection
Try again with a fresh browser session
Problem: “You don’t have permission to connect apps”
Cause: Your HubSpot user doesn’t have Super Admin status.
Solution:
Contact your HubSpot administrator
Request Super Admin access, or
Ask a Super Admin to connect the integration on your behalf
Sync Issues
Problem: Deals aren’t appearing in Fluint
Possible causes:
Deal owner is not a Fluint user
Deal is in a pipeline that isn't one of your selected pipelines
Deal stage is filtered out
Deal was created outside the backfill period
Solutions:
Verify the deal owner exists in Fluint with matching email
Check that you selected the correct pipeline during configuration
Review your stage filter settings
If the deal is older, trigger a new backfill with a longer period
Problem: Some deals show as “skipped” in sync
Causes:
Owner not found – The deal owner’s email doesn’t match any Fluint user
Stage not found – The deal stage doesn’t exist in Fluint’s pipeline mapping
Filtered out – The record was excluded by your stage filter
Solution:
Check that all HubSpot users who own deals are added to Fluint
Verify pipeline stages are configured correctly
Review your stage filter settings in Manage Integration
Problem: Emails not syncing
Possible causes:
Emails object not selected during configuration
No emails associated with the synced deals
HubSpot email logging not enabled
Solutions:
Ensure Emails is selected in your integration configuration
Verify emails are logged to deals in HubSpot
Check HubSpot email logging settings
Permission Issues
Problem: “Insufficient permissions” error during connection
Cause: The HubSpot user lacks Super Admin status.
Solution:
HubSpot requires Super Admin to authorize OAuth apps
Contact your HubSpot administrator for access
Alternatively, ask a Super Admin to complete the connection
Problem: Specific objects fail to sync
Cause: API rate limits or temporary HubSpot API issues.
Solution:
Wait a few minutes and click Retry
If the problem persists, check HubSpot’s status page for outages
Contact Fluint support if retries continue to fail
Frequently Asked Questions
Q: Do I need Super Admin status in HubSpot?
A: Yes. HubSpot requires Super Admin permissions to authorize third-party OAuth applications. This is a HubSpot platform requirement for all OAuth integrations.
Q: Will this affect my HubSpot API limits?
A: Fluint’s integration is designed to be lightweight and stays well within HubSpot’s API limits. The impact is minimal for most organizations.
Q: Can I sync deals from multiple HubSpot portals?
A: Currently, Fluint supports one HubSpot portal per Fluint workspace.
Q: What happens if a user leaves the company?
A: Their deal data remains in Fluint unless you request it to be purged for GDPR compliance.
Q: Can I filter which deals sync to Fluint?
A: Yes. During configuration, you select up to 3 pipelines and can set stage filters (stages are grouped by pipeline when multiple are selected). All deals in the selected pipeline matching your filters will sync.
Q: How often does data sync?
A: Fluint syncs data from HubSpot every 10 minutes. Changes typically appear in Fluint within 10-15 minutes of being made in HubSpot.
Q: How do I change my pipeline after initial setup?
A: Go to Settings → Integrations → HubSpot → Manage Integration. You can change your pipeline selection and trigger a new backfill.
You can add, remove, or reorder pipelines
Q: Can I sync from multiple pipelines?
A: Yes! You can select up to 3 pipelines during configuration. Pipeline order determines how stages are concatenated in your deal view. You can reorder pipelines at any time from Manage Integration page.
Q: What’s the difference between HubSpot Deals and Salesforce Opportunities?
A: They’re equivalent concepts—both represent sales opportunities. Fluint normalizes them as “deals” in the UI regardless of source.
Q: How does content sync-back work?
A: When you generate a document in Fluint (like a mutual action plan or business case), it syncs to HubSpot as a Note on the associated deal record. This keeps your HubSpot team informed without leaving HubSpot.
Q: Why don’t I see custom field filters like Salesforce has?
A: HubSpot’s integration currently supports pipeline and stage filtering. Custom field filtering may be added in future updates. Contact your CSM if you have specific filtering needs.
Implementation Checklist
Use this checklist to ensure a smooth integration setup:
Before Connecting:
[ ] Verify you have Super Admin status in HubSpot
[ ] Confirm your Fluint workspace is on a Team License plan
[ ] Add all HubSpot users who own deals to Fluint (with matching emails)
[ ] Identify which pipelines you want to sync (up to 3)
[ ] Decide which stages to include or exclude
During Setup:
[ ] Complete OAuth authorization in HubSpot
[ ] Select your pipelines and set their order
[ ] Select desired objects to sync (Contacts, Companies, Emails)
[ ] Configure stage filters if needed
[ ] Choose appropriate backfill period
[ ] Wait for sync to complete
After Setup:
[ ] Verify deals are appearing in Fluint
[ ] Confirm correct users are linked to their deals
[ ] Test that new HubSpot changes appear in Fluint within 10-15 minutes
[ ] Verify content sync-back by generating a document
Security & Data Privacy
Read-only access – Fluint only reads data from HubSpot (except for document sync-back)
No data deletion – The integration never deletes data in HubSpot
Content sync-back – Documents only sync when you explicitly generate them
Encrypted transmission – All data is transmitted via encrypted connections
GDPR compliance – User data can be purged upon request
Getting Help
If you encounter issues with your HubSpot integration:
Live chat – Click the chat icon in Fluint
Email support – [email protected]
Include details – Specific error messages and HubSpot portal info help troubleshooting
Custom requirements – Contact your CSM for custom filtering or field syncing