Portifer +
HubSpot

Where to set it up

Dashboard → Settings → Integrations. Paste a HubSpot private app token; Portifer checks it against HubSpot and stores it encrypted.

What the HubSpot integration does

• Imports all companies from your HubSpot portal with name, domain, industry, size and address.
• Imports the contacts associated with each company with name, email, phone, job title and department.
• Merges imported companies with ones you already have, and de-duplicates contacts by email address.
• Logs a note on the linked HubSpot deal when a package is sent, is delivered, has its QR code scanned, receives feedback, leads to a booked meeting, or the deal is won.

How to connect HubSpot

• In HubSpot, create a private app with read access to companies and contacts, and write access to notes and deals.
• In Portifer, go to Dashboard → Settings → Integrations and paste the private app token.
• Run an import from the import panel. Imports are started manually, so you decide when your Portifer lists refresh.
• Link packages to a HubSpot deal ID to get activity notes on that deal.

Limits to know about

• Imports run when you start them; there is no scheduled or continuous two-way sync.
• Activity notes are only written for packages that carry a HubSpot deal ID.
• Connection uses a private app token rather than an OAuth app install.
• Deal-stage triggers that create packages automatically, and the in-HubSpot card, are set up together with our team.

Frequently asked questions