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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

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What Data Gets Synced

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Steps to Connect

  1. Log in to Statisfy.
  2. Navigate to: Integrations → Admin Apps → HubSpot → Connect
  3. Click Connect to initiate the OAuth flow.
  4. You’ll be redirected to HubSpot. Sign in and authorize Statisfy to access your HubSpot data.
  5. After successful authentication, the HubSpot app will appear as Connected in Statisfy.
  6. Open Integrations → HubSpot → Settings to configure what syncs — no support ticket needed. The settings page has three sections:
    • Account Filtering (required) — which companies to sync, and whether they come in as Customers, Prospects, or Partners
    • Owner Mapping — which HubSpot owner properties identify each owner (CSM, Account Owner, and so on). Only owner (user lookup) properties are listed
    • ARR & Renewal — where annual recurring revenue and renewal dates come from: a company property, a calculation across associated records (deals, line items, products, or tickets), or skip
    Property pickers are loaded from your live HubSpot account, conditions are validated as you build them, and every save is versioned (see Integration Concepts).

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Configuration Options

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)
Multiple Account Types: Sync different company types with separate filters:
  • Customers: Companies with type = Customer
  • Prospects: Companies with type = Prospect and lifecyclestage = opportunity
  • Partners: Companies with type = Partner
Each account type can have its own filter criteria, and companies are classified based on which filter they match first.
Map HubSpot owner properties to Statisfy owner types:Owner information is automatically resolved from HubSpot user records.The property picker only lists owner properties. HubSpot marks a property as an owner lookup when its values are HubSpot user records — hubspot_owner_id and any custom “owner” property you created on the company object. Those are the only properties that appear in the dropdown, because they are the only ones Statisfy can resolve to a real user (name, email, and a link to the Statisfy user).Properties that merely contain an owner’s name as text are deliberately excluded, even when they look like owner fields:
  • Rollup or calculated properties such as ae_owner__most_recent_closed_deal_, which copy a display name off an associated deal
  • Plain text or dropdown properties holding a name or an email address
These hold a name, not a user record, so Statisfy cannot look the person up in HubSpot. If you need one of them mapped to an owner type, contact support@statisfy.com — it needs a name-to-user mapping configured on our side.
If a mapping was configured before this restriction existed, the settings page still shows the saved property name and keeps syncing it — you just can’t re-select it from the dropdown. Choosing a different property replaces it permanently.
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
These mappings ensure accurate revenue tracking and renewal forecasting.

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Filtering on enum (dropdown) fields

Filters must use the property’s internal value, not the display label. HubSpot enum/dropdown options have a label (what users see in the UI) and an internal value (what the API matches on) — these are often different. If a filter uses the label, the HubSpot Search API silently returns zero records, and any field that depends on it (ARR, renewal date, etc.) will appear empty on accounts.
The same rule applies to propertyName: it must be the property’s internal name (e.g., deal_lifecycle_stage), not its display name (e.g., “Contract Status”). Common gotcha: Legacy properties that were converted from boolean to enum often retain option values like "true" / "false" even when their labels read as something readable like “Active Contract” / “Inactive Contract”. How to find the internal value:
  • In HubSpot, go to Settings → Properties → [object] properties, click into the property, and inspect each option — the internal value is shown alongside the label (sometimes only visible when editing the option).
  • Or call the HubSpot API: GET /crm/v3/properties/{object}/{propertyName} returns each option’s value and label.
Symptom of getting it wrong: the filter matches zero records, and any field that depends on it (e.g., ARR, renewal date) shows up empty on accounts — with no error. Example:
The "true" value above looks unusual because the property was originally a boolean before being converted to an enum — a common HubSpot pattern.

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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
Field validation rules (max length, decimal places) are also imported to maintain data consistency.

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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

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Troubleshooting

Check your filters:
  • Ensure companies match at least one configured filter
  • Verify the filter field values are correct in HubSpot
Check permissions:
  • Ensure the connected HubSpot user has access to view companies
Contacts are synced via their association to companies. Ensure contacts are properly associated with companies in HubSpot.
  • Verify the owner property is populated in HubSpot
  • Check that the HubSpot user exists and has an email address
  • Check the Owner Mapping section under Integrations → HubSpot → Settings — the property mapped to each owner type must be the one your HubSpot records actually use
  • If the property name shown there is greyed-in text you can no longer find in the dropdown, it is a text or rollup property rather than an owner lookup. See Owner Mappings above
The Owner Mapping dropdown lists only owner (user lookup) properties on the company object. A property is missing if it is a text, dropdown, or rollup property — even when its name says “owner” — or if it is hidden in HubSpot.To make it selectable, create an owner-type property in HubSpot (Settings → Properties → Create property → Field type: HubSpot user), populate it, and it will appear in the dropdown on the next time you open the picker.

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Need Help?

For configuration assistance or troubleshooting, contact support@statisfy.com.