HubSpot

Connect HubSpot CRM to sync your sales data with AmpUp

Connect your HubSpot CRM to AmpUp to sync contacts, companies, deals, and engagement data. AmpUp uses this data to provide context-aware coaching and track the impact of improved sales behaviors on your pipeline.

Prerequisites

Before connecting HubSpot, ensure you have:

HubSpot Super Admin or Admin access

Sales Hub Professional or Enterprise (for full features)

AmpUp admin access for your organization

HubSpot Client ID and Client Secret (see Create a HubSpot App below)

These credentials are required to establish a secure link between HubSpot and AmpUp. Once connected, your data will be encrypted in transit and at rest, and synced periodically to keep AmpUp up to date with your latest CRM data.

Create a HubSpot App

Before connecting HubSpot to AmpUp, you’ll need to create a HubSpot app to obtain your Client ID and Client Secret. There are two methods depending on when your HubSpot developer account was created.

Legacy Apps (Accounts after Sept 2025)

For developer accounts created after September 2025, use this method.

1. Navigate to Legacy Apps

   Log into your HubSpot developer account and go to Development → Legacy apps.

   
2. Create a Legacy App

   Click Create → select Public.

   
3. Configure the app

   Enter a name for your public app, then go to the Auth tab.

   Add this redirect URL:

   https://api.withampersand.com/callbacks/v1/oauth
   

   Click Create app.

4. Add scopes

   Go to the Scopes section, click Add new scope, and add the following scopes:

   oauth
   crm.objects.contacts.read
   crm.objects.contacts.write
   crm.objects.companies.read
   crm.objects.companies.write
   crm.objects.deals.read
   crm.objects.deals.write
   crm.objects.owners.read
   crm.objects.meetings.read
   crm.objects.notes.read
   crm.objects.tasks.write
   crm.schemas.contacts.read
   crm.schemas.companies.read
   crm.schemas.deals.read
   sales-email-read
   
5. Copy your credentials

   Copy the Client ID and Client Secret from the Auth tab.

New Project Apps (Recommended)

This method uses the HubSpot CLI to create a new project-based app. This is the recommended approach for all new HubSpot apps.

New Project Apps are limited to 25 installs until listed on the HubSpot Marketplace.

1. Install HubSpot CLI

   Open your terminal and install the HubSpot CLI:

   npm install -g @hubspot/cli
   
2. Authenticate with HubSpot

   Run the authentication command and select the option to open HubSpot in your browser to generate a personal access key:

   hs account auth
   

   

   If you already have a personal access key, select Enter existing personal access key and skip to Step 5.

3. Select your developer account

   If you have multiple HubSpot accounts, make sure to select your developer account.

4. Create and copy your Personal Access Key

   In the browser, create a new Personal Access Key and copy it.

   
5. Paste the key in terminal

   Return to your terminal, paste the key, and press Enter.

   
6. Create a new project

   Run the following command to create a new HubSpot project:

   hs project create --name your-project-name --project-base app --distribution marketplace --auth oauth --features
   
7. Configure OAuth settings

   Open the created project folder and edit src/app/app-hsmeta.json. Replace the auth section with the following:

   {
     "auth": {
       "type": "oauth",
       "redirectUrls": ["https://api.withampersand.com/callbacks/v1/oauth"],
       "requiredScopes": [
         "oauth",
         "crm.objects.contacts.read",
         "crm.objects.contacts.write",
         "crm.objects.companies.read",
         "crm.objects.companies.write",
         "crm.objects.deals.read",
         "crm.objects.deals.write",
         "crm.objects.owners.read",
         "crm.objects.meetings.read",
         "crm.objects.notes.read",
         "crm.objects.tasks.write",
         "crm.schemas.contacts.read",
         "crm.schemas.companies.read",
         "crm.schemas.deals.read",
         "sales-email-read"
       ],
       "optionalScopes": [],
       "conditionallyRequiredScopes": []
     }
   }
   

   The scopes above include write access for contacts, companies, and deals to support write-back features like logging call summaries and action items.

8. Deploy the project

   Upload the project to HubSpot:

   hs project upload
   

   Select yes when prompted to create the new project.

   
9. Accept the Acceptable Use Policy

   Navigate to the Development tab in your HubSpot portal.

   

   Select your project.

   

   Click on the app in the Project Components section.

   

   Go to the Distribution tab, click Begin Publishing, and complete the Acceptable Use Policy step.

   
10. Copy your credentials

    Go to the Auth tab of your app. Copy the Client ID and Client Secret — you’ll need these when connecting HubSpot in AmpUp.

    

Legacy Apps (Accounts before Sept 2025)

For developer accounts created before September 2025, use this method.

1. Create an app

   Log into your HubSpot Developer Dashboard and click Create an app.

   
2. Configure Auth settings

   Enter a name for your public app, then navigate to the Auth tab.

   Add this redirect URL:

   https://api.withampersand.com/callbacks/v1/oauth
   

   Click Create app.

   
3. Add scopes

   Go to the Scopes tab and add the following scopes:

   oauth
   crm.objects.contacts.read
   crm.objects.contacts.write
   crm.objects.companies.read
   crm.objects.companies.write
   crm.objects.deals.read
   crm.objects.deals.write
   crm.objects.owners.read
   crm.objects.meetings.read
   crm.objects.notes.read
   crm.objects.tasks.write
   crm.schemas.contacts.read
   crm.schemas.companies.read
   crm.schemas.deals.read
   sales-email-read
   

   
4. Copy your credentials

   Copy the Client ID and Client Secret from the Auth tab.

   

What Data Syncs

From HubSpot to AmpUp

Object	Fields Synced
Companies	Name, domain, industry, size, revenue, description
Contacts	Name, email, phone, title, company association
Deals	Name, stage, amount, close date, associated contacts
Engagements	Calls, emails, meetings, notes
Owners	Name, email, team assignment

From AmpUp to HubSpot

Data Type	Description
Meeting Notes	AI-generated call summaries as engagements
Activity Logging	Coaching sessions logged to contact timeline
Deal Updates	Next steps and action items

Connect HubSpot

1. Navigate to Integrations

   In AmpUp, go to Settings → Integrations → HubSpot.

2. Enter Provider Credentials

   Click the Connect HubSpot button. AmpUp will prompt you to enter the Client ID and Client Secret from the HubSpot app you created above. AmpUp securely stores these credentials and uses them to establish the OAuth connection.

   
3. Authorize with HubSpot

   After entering your credentials, you’ll be redirected to HubSpot. Sign in with your admin credentials.

4. Select Your Portal

   If you have access to multiple HubSpot portals, select the one you want to connect.

5. Authorize AmpUp

   Review the permissions and click Connect app.

   AmpUp requests these scopes:

   • oauth - OAuth authentication
   • crm.objects.contacts.read - Read contacts
   • crm.objects.contacts.write - Write contacts
   • crm.objects.companies.read - Read companies
   • crm.objects.companies.write - Write companies
   • crm.objects.deals.read - Read deals
   • crm.objects.deals.write - Write deals
   • crm.objects.owners.read - Read owners
   • crm.objects.meetings.read - Read meetings
   • crm.objects.notes.read - Read notes
   • crm.objects.tasks.write - Create tasks (action items, follow-ups)
   • crm.schemas.contacts.read - Read contact schemas
   • crm.schemas.companies.read - Read company schemas
   • crm.schemas.deals.read - Read deal schemas
   • sales-email-read - Read email engagements
6. Configure Sync

   Choose sync settings:

   • Objects to sync
   • Teams to include
   • Write-back preferences
7. Initial Sync

   AmpUp imports your HubSpot data. This typically takes 1-3 hours.

Configuration Options

After connecting, you’ll see the field mapping interface where you can configure which data syncs between HubSpot and AmpUp.

Object Selection

Choose which HubSpot objects to sync:

Object	Purpose	Recommended
Companies	Account context	✅ Yes
Contacts	Meeting participants	✅ Yes
Deals	Pipeline tracking	✅ Yes
Engagements	Activity history	Optional

Pipeline Mapping

Map your HubSpot deal pipelines to AmpUp:

1. Go to Settings → Integrations → HubSpot → Pipelines
2. Select which pipelines to track
3. Map stages to AmpUp’s sales phases

Custom Properties

Sync custom HubSpot properties:

1. Go to Settings → Integrations → HubSpot → Custom Fields
2. Click Add Property
3. Select the HubSpot property and AmpUp destination

Write-back Configuration

Control what AmpUp writes to HubSpot:

Feature	Options	Default
Call Summaries	Create note, create engagement, disabled	Note
Action Items	Create task, add to note, disabled	Task
Coaching Scores	Custom property, disabled	Disabled

Write-back requires additional HubSpot permissions. You’ll be prompted to authorize if needed.

Sync Status & Troubleshooting

Check Sync Status

View status at Settings → Integrations → HubSpot → Status.

Status	Meaning
✅ Connected	Active and syncing
🔄 Syncing	Sync in progress
⚠️ Limited	Some objects not syncing
❌ Error	Connection issue

Common Issues

Missing contacts or companies

• Verify your HubSpot user has access to the records
• Check if records are in an excluded pipeline or list
• Archived records are not synced by default

Sync delays

• HubSpot rate limits may slow large syncs
• Initial sync can take several hours for large portals
• Real-time sync applies after initial import completes

Permission errors

• Ensure you’re connecting with a Super Admin account
• Some features require Sales Hub Professional or higher
• Check your HubSpot user permissions

Write-back not working

• Verify write permissions were granted during setup
• Check that the connected user can create the object type
• Review HubSpot workflow conflicts

Disconnect HubSpot

To remove the integration:

1. Go to Settings → Integrations → HubSpot
2. Click Disconnect
3. Confirm disconnection

You can also revoke access from HubSpot:

1. In HubSpot, go to Settings → Integrations → Connected Apps
2. Find AmpUp and click Uninstall

FAQ

Can I connect both Salesforce and HubSpot?

We recommend connecting only one CRM to avoid data conflicts. If you use both, choose your primary system of record.

What HubSpot plans are supported?

AmpUp works with all HubSpot plans. Some features like engagement sync require Sales Hub Professional or Enterprise.

How do I sync custom objects?

Custom object sync is available on Enterprise plans. Contact [e-mail] to enable.

Can I sync marketing data?

Currently, AmpUp syncs Sales Hub data only. Marketing Hub integration is on our roadmap.