HubSpot

Send Prosyo prospects to HubSpot as contacts. Stages, first-touch lines and custom fields come along, using a field map you choose.

What syncs#

• New prospects become HubSpot contacts, matched by email.
• Stage changes update the contact's lifecycle stage.
• Enrichment and first-touch lines update the contact.
• Replies update the contact.

Prospects without an email are skipped. HubSpot matches on email, and Prosyo never invents one.

1. Create a HubSpot private app#

You need to be a Super Admin in HubSpot.

1. In HubSpot, click the settings gear.
2. Go to Integrations → Private Apps. In newer HubSpot accounts this is Development → Legacy apps → Create legacy app → Private.
3. Click Create a private app and name it Prosyo.
4. Open the Scopes tab and turn on:
   • crm.objects.contacts.read
   • crm.objects.contacts.write
   • crm.schemas.contacts.read
5. Click Create app, then Continue creating.
6. Copy the access token. It starts with pat-.

2. Connect in Prosyo#

1. Go to Integrations → HubSpot.
2. Paste the token into Private app access token.
3. Click Connect. Prosyo stores the token encrypted and never shows it again.

3. Map fields#

Under Field mapping, match each Prosyo field to a HubSpot property. The default map is:

You can also map LinkedIn URL, Company domain, Source, Last replied at and any of your custom fields.

Click Save mapping.

Stage → lifecycle stage#

4. Choose events#

Under Events, pick when Prosyo writes to HubSpot. The defaults are:

• Prospect created
• Stage changed
• Prospect enriched
• Reply received

5. Test#

Click Test connection to send a sample without changing live contacts. Recent deliveries shows every sync and any error.

Troubleshooting#

Disconnect#

Click Disconnect on Integrations → HubSpot. To fully revoke access, also delete the private app in HubSpot.