HubSpot Integration
Connect your HubSpot CRM to PreSales.io for seamless contact sync, automatic deal creation, and unified activity logging across both platforms.
Watch the Setup Guide
Follow along with our step-by-step video tutorial to connect HubSpot in under 5 minutes.
Video Tutorial
HubSpot Integration Setup Guide
Before You Begin
Requirements
- Active PreSales.io Pro or Enterprise account
- HubSpot account (any plan)
- Admin access to your HubSpot portal
Estimated Time
5-10 minutes
for complete setup
Setup Instructions
- Log in to your PreSales.io account
- Click on Settings in the left sidebar
- Select Integrations from the menu
- Find HubSpot in the CRM section
- Click the "Connect" button
Integration Features
Two-Way Sync
Keep contacts, companies, and deals synchronized between HubSpot and PreSales.io in real-time.
Automatic Deal Creation
Automatically create HubSpot deals when proposals are generated in PreSales.io.
Activity Logging
Log all PreSales.io activities (calls, proposals, emails) to the HubSpot timeline.
Custom Properties
Map PreSales.io fields to custom HubSpot properties for seamless data flow.
Troubleshooting
Sync is not working
Check your HubSpot API key permissions. Go to Settings → Integrations → HubSpot and click "Test Connection". If the test fails, try reconnecting your HubSpot account.
Contacts not appearing in PreSales.io
Ensure the contact sync is enabled in your integration settings. Check the sync logs for any specific errors. Verify that the contacts exist in your connected HubSpot portal.
Deal values not matching
Check your field mappings in the integration settings. Ensure the currency settings match between HubSpot and PreSales.io. Review the deal amount field mapping.
Activities not logging to HubSpot
Verify that activity logging is enabled in your integration settings. Check that the HubSpot user has permission to create engagements. Review the activity sync logs for errors.
Frequently Asked Questions
Ready to Connect HubSpot?
Start syncing your HubSpot data with PreSales.io in minutes.