Connect HubSpot with Statisfy
The HubSpot integration syncs your CRM data into Statisfy, including companies (accounts), contacts, deals (opportunities), and custom fields. This enables unified customer intelligence across your sales and customer success workflows. Prerequisites:- Admin access to both HubSpot and Statisfy
- HubSpot account with API access enabled
What Data Gets Synced
| HubSpot Object | Statisfy Object | Data Included |
|---|---|---|
| Companies | Accounts | Name, website, owners, custom fields, ARR, renewal dates |
| Contacts | People | Name, email, job title, buying role |
| Deals | Opportunities | Deal name, amount, stage, close date, owner |
| Owners | Users | Name, email (for owner field mapping) |
Steps to Connect
- Log in to Statisfy.
- Navigate to: Integrations → Admin Apps → HubSpot → Connect
- Click Connect to initiate the OAuth flow.
- You’ll be redirected to HubSpot. Sign in and authorize Statisfy to access your HubSpot data.
- After successful authentication, the HubSpot app will appear as Connected in Statisfy.
-
Contact support@statisfy.com to configure your sync settings, including:
- Account filters (which companies to sync)
- Owner field mappings
- ARR and renewal date field mappings
Configuration Options
Account Filters
Account Filters
Configure which HubSpot companies sync to Statisfy using filters:Single Account Type:
Sync all companies matching specific criteria as “Customers”:
- Filter by lifecycle stage (e.g.,
lifecyclestage = customer) - Filter by custom status field (e.g.,
customer_status = Active)
- Customers: Companies with
type = Customer - Prospects: Companies with
type = Prospectandlifecyclestage = opportunity - Partners: Companies with
type = Partner
Owner Mappings
Owner Mappings
Map HubSpot owner fields to Statisfy owner types:
Owner information is automatically resolved from HubSpot user records.
| HubSpot Field | Statisfy Owner Type |
|---|---|
hubspot_owner_id | Sales Owner |
csm | CSM |
technical_account_manager | TAM |
onboarding_manager | Onboarding Manager |
Revenue & Renewal Fields
Revenue & Renewal Fields
Map your HubSpot fields to Statisfy’s standard fields:
- ARR Field: The HubSpot property containing annual recurring revenue
- Renewal Date Field: The HubSpot property containing the next renewal date
Custom Fields
Custom fields from HubSpot are automatically synced to Statisfy:- Text fields → Text custom fields
- Number fields → Numeric or currency fields (based on configuration)
- Date fields → Date custom fields
- Dropdown/Select fields → Text or multi-select fields
- Owner lookup fields → User lookup fields
Sync Behavior
Initial sync may take some time depending on the volume of data in your HubSpot account.
- Incremental sync: After initial sync, only changed records are updated
- Bi-directional sync: Contact support to enable write-back to HubSpot
- Churn detection: Customers that no longer match filters are automatically marked as churned
- Soft deletion: Non-customer accounts (prospects, partners) are soft-deleted when they no longer match filters
Troubleshooting
Companies not syncing
Companies not syncing
Check your filters:
- Ensure companies match at least one configured filter
- Verify the filter field values are correct in HubSpot
- Ensure the connected HubSpot user has access to view companies
Missing contacts
Missing contacts
Contacts are synced via their association to companies. Ensure contacts are properly associated with companies in HubSpot.
Owner fields showing as empty
Owner fields showing as empty
- Verify the owner field is populated in HubSpot
- Check that the HubSpot user exists and has an email address
- Contact support to verify owner field mappings are configured correctly