HubSpot

Connect a HubSpot portal and Zudo matches its companies to your accounts, then copies the company properties you choose onto those accounts as traits. You decide which properties sync, how companies are matched, and which matches need a person to confirm. HubSpot is being built in stages. Company sync works today. Contacts, deals and writing Zudo data back to HubSpot are still to come.

Availability

HubSpot is in early access. The HubSpot option only appears under Settings → Connections → Add Connection once it has been turned on for your organization. Contact us to turn it on. Each organization can connect one HubSpot portal.

What you need

A HubSpot token with read access to: Zudo never writes to HubSpot today, so a read-only token is enough. Owner read access is what lets a company owner property sync as the owner’s email. The token can be either of these. Both start with pat-.

• A service key, created under Settings → Integrations → Service Keys in HubSpot. HubSpot lists service keys as a public beta. Creating one needs a super admin or a user with developer tools access, and a key can only be given scopes the person creating it already has.
• A legacy private app token, from Settings → Integrations → Private Apps.

Connect

What Zudo checks when you connect

• The token works. A revoked, expired or mistyped token is rejected with a message saying so, and nothing is saved.
• It can read companies. A token without company read access is rejected, and the error names the missing scope where HubSpot provides it.
• What else it can read. Zudo tries to read one contact, one deal and one owner. If any of them fail, the connection is still saved, and the card warns you which objects the token can’t read. To fix it, add the missing scopes in HubSpot and connect again.
• Which portal it belongs to. If HubSpot doesn’t return portal details for the token, the connection is still saved without them.

Disconnect

An organization admin can disconnect HubSpot from the connection card:

1. Expand the HubSpot connection under Settings → Connections.
2. Click Disconnect. Zudo shows how many trait definitions and values will be deleted.
3. Type DISCONNECT and confirm.

Disconnecting deletes the stored token, every trait synced from HubSpot and every company link. Your accounts and contacts are kept, because HubSpot never creates them.

Company sync

Company sync is set up on the HubSpot connection card under Settings → Connections. Only organization admins can change it. It’s off until you turn it on.

Choose properties

Under Properties, tick the company properties you want in Zudo and click Save properties. Each one becomes a trait on matched accounts, usable in segments, smart traits, filters, reports and MRR sources. Properties that Vitally already copies from HubSpot are marked, and Add the Vitally copies selects them all, but nothing is selected for you.

• Dropdown properties sync as the label you see in HubSpot, not HubSpot’s internal value.
• An owner property syncs as the owner’s email.
• In smart trait formulas, a HubSpot trait is always reachable as hubspot.<property name>, for example hubspot.proj__monthly_sessions. See Trait name precedence if another connection syncs a trait with the same name.

Unselecting a property stops it syncing. Values already copied stay on accounts.

Choose how companies match accounts

Under Matching, pick the methods Zudo uses and their order. The first method that finds exactly one account decides. A company that’s already linked to an account always stays linked, whatever these settings say. Three more settings:

• Link companies to parent accounts (on by default): when a company matches an account inside a parent account, it’s linked to the parent account.
• Settle ties by exact name (on by default): when a domain or ID fits several accounts, Zudo picks the one whose name matches the company’s, but only if exactly one does.
• Ask before trusting a contact domain alone (on by default): a match found through contact emails needs the names to agree, or it waits in the review list.

Zudo never guesses. A company that could be more than one account, or two companies that land on one account, go to the review list instead of being linked.

Run and schedule

Turn on Sync companies every 15 minutes to sync automatically: every 15 minutes Zudo reads the companies changed in HubSpot, and at least every 12 hours it reads every company. You can also:

• Preview a full sync: shows what a full sync would match and write, without saving anything.
• Run a full sync now: starts one in the background. The card shows the result of the last run.

Sync never creates accounts, never changes an account’s name, MRR, owner or status, and never writes to HubSpot. When a property is emptied in HubSpot, its value is removed from the account.

Review

After a full sync, Review lists what needs a person:

• Companies: matches to confirm, companies that could be more than one account, duplicate companies, and companies whose account is already linked to another company. Link each to the suggested account, one of the candidates, or any other account.
• Paying accounts with no HubSpot company: use Find its company to search HubSpot by name or domain and link one.

A link you make here stays until you remove it.

On the account page

An account linked to a HubSpot company has HubSpot → View in HubSpot in its actions menu. Admins also see HubSpot → Unlink company, which removes the link and the company’s values from the account. The next sync may match the company again unless you link it somewhere else.

Current limits

• Only companies sync. Contacts, deals and owners as separate records don’t sync yet.
• Changes arrive within 15 minutes, not instantly. Zudo reads HubSpot on a schedule.
• The review list refreshes after each full sync, at least every 12 hours or when you run one.
• Zudo doesn’t write to HubSpot.

What’s coming

These are planned, in roughly this order. None of them are available yet.

• Contacts. HubSpot contacts are linked to the right accounts, with contact owner and job title.
• Deals as traits. Deal summaries on each account, such as open deal amount and the last closed-won date, with stage names instead of stage IDs.
• Write-back. Health score, MRR, segments and renewal date are written to Zudo-owned properties on each HubSpot company, so your sales team sees them without leaving HubSpot.