Integrations

HubSpot Integration

Sync companies and contacts from HubSpot CRM into Hissuno.

Overview

The HubSpot integration syncs companies and contacts from your HubSpot CRM into Hissuno, keeping your customer data in sync. This lets your agents and team see CRM context alongside feedback, issues, and product knowledge.

Prerequisites

  • A HubSpot account with CRM data
  • Admin access or a private app with the required scopes
  • An active Hissuno project

Connection Methods

HubSpot supports two connection methods:

One-click authorization through HubSpot. Requires OAuth environment variables on self-hosted instances.

  1. Navigate to Integrations in the sidebar
  2. Click Configure on the HubSpot card
  3. Select the OAuth tab
  4. Click Connect with HubSpot
  5. Authorize access in the HubSpot popup

Private App Token

No server-side configuration needed. Works on any Hissuno instance.

  1. Create a HubSpot private app with these scopes:
    • crm.objects.contacts.read
    • crm.objects.companies.read
  2. Navigate to Integrations in the sidebar
  3. Click Configure on the HubSpot card
  4. Select the Private App Token tab
  5. Paste your access token and optionally click Test
  6. Click Connect HubSpot

From the CLI

hissuno integrations add hubspot --access-token <token> --sync-frequency 24h --overwrite-policy fill_nulls

Self-Hosting Setup

For Private App Token connections, no environment variables are needed.

For OAuth connections, create a HubSpot app:

  1. Go to your HubSpot developer account and create an app
  2. Set the Redirect URL to: 
    {NEXT_PUBLIC_APP_URL}/api/integrations/hubspot/callback
  3. Under Scopes, add: crm.objects.contacts.read, crm.objects.companies.read
  4. Note the Client ID and Client Secret
HUBSPOT_CLIENT_ID=your-hubspot-client-id
HUBSPOT_CLIENT_SECRET=your-hubspot-client-secret

Sync Configuration

After connecting, configure how data is synced:

SettingOptionsDescription
Sync FrequencyManual only, Every hour, Every 6 hours, DailyHow often records are pulled from HubSpot
Data Merge PolicyFill empty fields only, HubSpot wins, Never overwriteHow conflicts between HubSpot and Hissuno data are resolved
Date RangeFrom/To date pickersRestrict which records are synced by modification date

Data Merge Policy

PolicyBehavior
Fill empty fields onlyOnly populate fields that are currently empty in Hissuno
HubSpot winsOverwrite Hissuno fields with HubSpot data on every sync
Never overwriteOnly create new records, never update existing ones

Sync Modes

When triggering a manual sync:

  • Sync new/updated only - Import records modified since the last sync (incremental)
  • Full sync - Re-scan all records from the configured date range. Existing records are updated per the merge policy.

How It Works

When a sync runs:

  1. Hissuno fetches companies and contacts from HubSpot using the configured filters
  2. Records are matched against existing Hissuno companies and contacts
  3. New records are created, existing records are updated per the merge policy
  4. Sync results (companies synced, contacts synced) are tracked

Sync Status

The integration dialog shows:

  • Connection - Hub name and auth method (OAuth or Private App Token)
  • Companies Synced / Contacts Synced - Totals with links to the respective lists
  • Last Sync / Status - When the last sync ran and its result

Disconnecting

To disconnect HubSpot:

  1. Open the HubSpot integration dialog
  2. Scroll to Danger Zone
  3. Click Disconnect

Previously synced companies and contacts will remain.