HubSpot sync is included in every paid plan (Starter, Growth and Scale).
Connect
- Open Settings → Integrations and select Connect HubSpot.
- Sign in to HubSpot, choose the portal and approve the permissions. NudgeLink asks for contacts, companies, deals, notes and email subscription preferences.
- You return to Integrations, which shows the connected portal.
What syncs
| In NudgeLink | In HubSpot |
|---|---|
| A lead | A contact. Matched by email when there is one; otherwise by the lead's LinkedIn URL, so the same person isn't created twice |
| The lead's company, when its website domain is known | A company, linked to the contact. Without a domain no company is created, to avoid duplicates |
| Every message sent and every human reply | A note on the contact's timeline |
| A positive reply | Optionally, one deal per lead in the pipeline and stage you choose |
| A lead who opts out of email | Unsubscribed from email in HubSpot too |
| A contact unsubscribed from all email in HubSpot | Opted out of email in NudgeLink, for every lead with that address. Checked when a lead is synced (imported leads too) and every hour for contacts NudgeLink has synced |
| An existing contact's email, when the lead has none | Copied to the lead, with the contact's email opt-out |
Out-of-office and other automatic replies are not logged.
What NudgeLink never overwrites
NudgeLink writes a contact's name, job title, company and email only when it creates that contact. After that it only updates its own fields, grouped under NudgeLink in HubSpot:
- NudgeLink: LinkedIn URL
- NudgeLink: lead status
- NudgeLink: campaign
- NudgeLink: source
- NudgeLink: last synced
Anything your team edits in HubSpot stays as it is.
Deals
Under Deals, pick a pipeline and stage, or Don't create deals. When someone replies positively, NudgeLink opens one deal for them there, linked to the contact and their company. A second positive reply from the same person doesn't open another deal.
If you connected HubSpot before deals were available, Integrations asks you to reconnect once to grant the extra permissions. Nothing already synced changes.
If your plan changes
On a plan without HubSpot, sync pauses. Nothing is deleted on either side, and it resumes when you choose a paid plan.
Disconnect
Select Disconnect. NudgeLink uninstalls itself from your portal, revokes its access and deletes its tokens and its record of which contacts it synced. Your contacts, companies, notes and deals stay in HubSpot. You can disconnect on any plan, including after a downgrade.