HubSpot Integration

Connect SMVue to HubSpot to pull your deals, contacts, and activity into one place so you can work the team from a single view. HubSpot is our most widely used CRM connector.

Requirements

Before connecting HubSpot:

• You need admin access to your HubSpot account
• Your HubSpot account must have the Sales Hub (Free, Starter, Professional, or Enterprise)
• You should have deals, contacts, and activities in HubSpot

How to Connect

During Onboarding

1. Select HubSpot when prompted to connect your CRM
2. Click Connect HubSpot
3. You'll be redirected to HubSpot's authorization page
4. Review the permissions SMVue is requesting (read-only)
5. Click Grant Access
6. You'll be redirected back to SMVue
7. Initial sync will start automatically

After Onboarding

1. Go to Settings > Integrations
2. Find the HubSpot integration card
3. Click Connect
4. Follow the authorization flow above
5. Return to SMVue when complete

What SMVue Accesses

SMVue requests the following read-only permissions:

Deals (Required)

• Read deals and pipeline data
• View deal stages and properties
• Access deal history

Contacts (Required)

• Read contact information
• View contact properties
• See contact-deal associations

Companies (Required)

• Read company records
• View company properties
• See company-deal associations

Activities (Optional)

• Read meetings, calls, and emails
• View activity history
• Track engagement data

Users (Required)

• Read user list (to map deal owners to team members)
• View user basic info (name, email)

Important: SMVue never writes data back to HubSpot. All access is read-only.

Initial Sync

Once connected, SMVue will import your HubSpot data:

What's Imported:

1. All pipelines and stages
2. All open deals
3. Recently closed deals (default lookback is around the last 12 months; the exact window can vary)
4. Associated contacts and companies
5. Recent activities (default lookback is around the last 6 months; the exact window can vary)
6. Leads and lead status, where your HubSpot tier exposes a Leads object (and the API returns it)
7. Lifecycle-stage and lead-status history, where the HubSpot API returns it
8. HubSpot users who own deals

SMVue imports the fields it needs for coaching and pipeline work — not every field on every object.

Timeline:

• Small accounts (< 500 deals): 1-2 minutes
• Medium accounts (500-5,000 deals): 3-5 minutes
• Large accounts (5,000+ deals): 5-15 minutes

You'll see a progress bar showing sync status. You can start using SMVue as soon as the initial sync completes.

Ongoing Sync

After initial sync, SMVue keeps your data current with:

Webhook Sync (Near-Real-Time)

SMVue subscribes to HubSpot webhooks so changes flow in automatically:

• Deal created → Appears in SMVue, typically within a few minutes
• Deal stage changed → Reflected on your next refresh, usually within minutes
• Deal won/lost → Surfaces in your Focus Queue
• Webhook delivery is best-effort, not instant or guaranteed

Scheduled Resync

Reconciles anything the webhook stream missed:

• Updated deal properties
• New contacts and companies
• Recent activities
• Deal ownership changes

Periodic Reconciliation

A fuller background pass runs to reconcile data on a best-effort basis:

• Validates data
• Catches edge cases the webhook stream may have dropped

Pipeline Mapping

SMVue automatically imports all your HubSpot pipelines and stages.

Default Pipeline:

• If you have multiple pipelines, SMVue uses your primary pipeline by default
• You can change the default pipeline in Settings

Stage Probabilities:

• SMVue uses HubSpot's stage probabilities for forecast calculations
• Custom probabilities can be set in SMVue (won't affect HubSpot)

Team Member Mapping

During setup, you'll map HubSpot users to team members in SMVue:

1. SMVue shows all HubSpot users who own deals
2. Select which users are sales reps you want to coach
3. Assign each rep to a manager (usually yourself)
4. Choose their role (AE, SDR, CSM, etc.)

Later Updates:

• New HubSpot users appear in Team > Import from CRM
• You can manually add team members who don't own deals yet

Troubleshooting

Authorization Failed

Error: "Unable to authorize HubSpot connection"

Solutions:

• Ensure you have admin access to HubSpot
• Try using an incognito/private browser window
• Check that pop-ups aren't blocked
• Contact HubSpot support if your account has special restrictions

Sync Stuck or Slow

Issue: Sync is taking longer than expected

Solutions:

• Large accounts can take up to 15 minutes — be patient
• Check HubSpot's API status page for outages
• If stuck for over 30 minutes, click Sync Now to restart
• Contact support if issue persists

Missing Deals

Issue: Some deals don't appear in SMVue

Solutions:

• Check that deals exist and are active in HubSpot
• Verify deals are in a pipeline (not deleted or archived)
• Ensure deal owner is a user you imported to SMVue
• Try manual refresh: Settings > Integrations > Sync Now

Webhooks Not Working

Issue: Changes in HubSpot are slow to appear in SMVue

Solutions:

• Webhook delivery isn't instant — a few minutes of delay is normal
• Wait for the next scheduled resync, or click Sync Now
• Check that the SMVue webhook is active in HubSpot settings
• Contact support to verify webhook configuration

Permission Errors

Error: "Insufficient permissions to access HubSpot data"

Solutions:

• Ensure you granted all requested permissions during OAuth
• Reconnect integration and carefully review permission screen
• Contact your HubSpot admin if permissions are restricted
• Verify you have Sales Hub access (Free tier or higher)

Disconnecting HubSpot

To disconnect your HubSpot integration:

1. Go to Settings > Integrations
2. Find HubSpot integration
3. Click Disconnect
4. Confirm disconnection

What Happens:

• SMVue stops syncing new data from HubSpot
• Existing data in SMVue remains (not deleted)
• SMVue-specific data (notes, action items) is preserved
• Webhook subscriptions are automatically removed from HubSpot

To Reconnect:

• Click Connect on the HubSpot card
• Re-authorize the integration
• All your SMVue data will still be there

HubSpot-Specific Features

Deal Properties

SMVue syncs these HubSpot deal properties:

• Deal Name
• Amount
• Close Date
• Deal Stage
• Pipeline
• Deal Owner
• Create Date
• Last Modified Date

Selected custom properties can be mapped in Settings > CRM Field Mapping. Field coverage is configurable but not exhaustive.

Activity Tracking

SMVue imports these HubSpot activities:

• Meetings (logged or scheduled)
• Calls (logged)
• Emails (sent/received)
• Notes (activity notes)
• Tasks (if logged as activities)

Contact & Company Enrichment

When viewing a deal in SMVue:

• See associated contacts and decision-makers
• View company name and industry
• Access contact roles and relationships

Best Practices

1. Grant All Permissions — SMVue works best with full read access
2. Keep Pipelines Clean — Archive old pipelines in HubSpot for better performance
3. Use Deal Stages Consistently — Clean stages make risk and pipeline signals more useful
4. Update Close Dates — Keeps your pipeline picture honest (treat forecast figures as directional, not board-grade)
5. Log Activities — More activity data gives the manager more to act on

Need Help?

HubSpot integration questions? Contact support@smvue.com or use in-app chat.

Include in your message:

• Screenshot of error (if any)
• Your HubSpot account portal ID (found in HubSpot Settings)
• What you were trying to do when the issue occurred