H
CRM

HubSpot

Native integration with HubSpot CRM. Sync contacts, log activities, and track deals without leaving your workflow.

10 minutes setup
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Integration Features

Native HubSpot integration
Contact and company sync
Deal pipeline integration
Email activity tracking
Task automation
Custom property mapping

Overview

HubSpot users get a seamless experience with our native integration. Your outreach activities, contact data, and deal progress all sync automatically between Apparate and HubSpot.

Key Features

Contact Sync

  • Automatic contact creation from outreach
  • Bidirectional property updates
  • Company association
  • Lifecycle stage management

Activity Timeline

All Apparate activities appear in HubSpot’s contact timeline:

  • Emails sent and received
  • Call recordings and notes
  • Meeting bookings
  • LinkedIn messages

Deal Integration

  • Create deals from qualified meetings
  • Update deal stages based on engagement
  • Associate contacts with deals
  • Track deal value from outreach

Workflow Triggers

Use HubSpot workflows with Apparate data:

  • Trigger sequences based on engagement
  • Update properties automatically
  • Create tasks for sales reps
  • Send internal notifications

Setup Guide

Prerequisites

  • HubSpot Professional or Enterprise
  • Admin access to HubSpot
  • Apparate account (any plan)

Quick Start

  1. Connect HubSpot

    • Navigate to Settings > Integrations
    • Click “Connect HubSpot”
    • Select your HubSpot portal
    • Grant requested permissions
  2. Map Properties

    • Configure contact property mapping
    • Set up company property mapping
    • Define default values
  3. Enable Features

    • Turn on contact sync
    • Enable activity logging
    • Configure deal creation rules

Data Mapping

Standard Properties

Apparate FieldHubSpot Property
First Namefirstname
Last Namelastname
Emailemail
Phonephone
Companycompany
Job Titlejobtitle

Custom Properties

Create custom HubSpot properties for:

  • Outreach sequence status
  • Last touch date
  • Email engagement score
  • Call outcome

Automation Recipes

Auto-Create Deals

When a meeting is booked, automatically:

  • Create a new deal
  • Set deal stage to “Meeting Scheduled”
  • Associate the contact
  • Assign to the meeting owner

Engagement Scoring

Update HubSpot lead scores based on:

  • Email opens and clicks
  • Reply sentiment
  • Call connections
  • Meeting attendance

Task Creation

Create HubSpot tasks when:

  • Prospect shows high engagement
  • Meeting is rescheduled
  • Deal stalls in pipeline
  • Follow-up is needed

Best Practices

  1. Start with core sync - Enable basic contact and activity sync first
  2. Map incrementally - Add custom properties over time
  3. Monitor sync health - Check the integration dashboard weekly
  4. Use HubSpot reports - Track outreach performance in HubSpot

Support

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