Skip to main content
Link your accounts so that Deal (or Lead), Contact, and Meeting data from HubSpot flows into Craft as Jobs, Customers, and Appointments — and so that Craft’s recordings, AI summaries, and meeting activity appear back on the matching HubSpot record.
You must have admin access to both HubSpot (a Super Admin, or a user allowed to install apps) and Craft to complete this process.

​
Steps to connect

​
1. Connect HubSpot in Craft

1

Open Integrations in Craft

In the Craft web app, go to Company Settings > Integrations.
2

Start the HubSpot connection

Open the HubSpot integration and click Connect HubSpot. You’ll be redirected to HubSpot to sign in.
3

Choose the right HubSpot account

If you belong to multiple HubSpot accounts, pick the one whose pipeline you want Craft to work with. Sign in with a user that can install apps and see the records you want Craft to see.
4

Approve the requested permissions

Review and approve Craft’s requested scopes (see Authentication and permissions below for the full list).
5

You're back in Craft

HubSpot redirects you back to Craft, and the sync settings panel appears so you can finish configuration.
Nothing syncs until you save your sync settings — connecting alone doesn’t move any data. This gives you a chance to pick the right object and pipeline before Craft starts reading records.

​
2. Configure sync settings

1

Choose your sales record

Tell Craft which HubSpot object represents a sales opportunity for your team:Craft syncs one or the other, not both.
2

Pick a pipeline (optional)

By default Craft syncs every pipeline for the chosen object. If only one pipeline is relevant — say your field-sales pipeline, but not your commercial one — select it here and Craft ignores the rest.
3

Map your stage outcomes

Tell Craft which pipeline stages mean won and which mean lost. Craft uses this to mark appointments and recordings as sold, and to close out follow-up on records that are no longer active. Stages you don’t map are treated as still in progress.If you use HubSpot’s standard “Closed won” / “Closed lost” stages, the defaults already cover you. Custom pipelines should map their equivalents explicitly.
4

Turn on meeting logging (optional)

Enable Log completed meetings in HubSpot if you want each analyzed recording written back to HubSpot as a completed meeting activity. You can also pick a meeting type property to set on those meetings (for example, to distinguish demos from in-home consultations). See What Craft writes to HubSpot.
5

Save

Saving kicks off an initial backfill of roughly the last 90 days of records, and ongoing sync begins from there. You can revisit these settings at any time from the HubSpot integration page.

​
What syncs from HubSpot

Deal and contact changes reach Craft in close to real time, with a periodic catch-up sync behind it so nothing is missed. Two things worth knowing:
  • Leads sync on the catch-up cycle. HubSpot doesn’t publish real-time events for the Leads object, so lead changes can take a few extra minutes to appear in Craft.
  • Craft is read-only on your pipeline. Syncing never modifies your HubSpot deals, leads, stages, or amounts — see below for exactly what Craft writes.

​
What Craft writes to HubSpot

Craft only writes activity and insights — it never changes your pipeline data. Deal amounts, stages, names, and pipelines are treated as HubSpot’s source of truth and are never edited by Craft. With meeting logging enabled, after a recording is analyzed Craft logs it in HubSpot:
  • If the appointment was already scheduled as a HubSpot meeting, Craft marks that meeting completed rather than creating a duplicate. Otherwise it logs a new meeting.
  • The meeting body includes the AI-generated summary and a link to the full recording in Craft.
  • The meeting is associated with the matching deal (or lead) and contact, and attributed to the right owner.
  • If you configured a meeting type property, it’s set based on the kind of appointment that was recorded.
Craft can also write AI-generated content — like recording summaries or appointment briefings — to custom properties on your deals, leads, contacts, or companies, so the insight is visible wherever your team already works. Your Craft contact can set this up with you; you choose the target properties.

​
Authentication and permissions

Craft uses HubSpot’s standard OAuth 2.0 flow — there are no API keys to copy and paste, and you can revoke access at any time from your HubSpot account’s Connected Apps settings. The scopes Craft requests: Access tokens are short-lived and refreshed automatically, so once connected the integration runs without intervention. Tokens are stored encrypted at rest. If access is ever revoked on the HubSpot side, the Integrations page surfaces an error and prompts you to reconnect.

​
Best practices

  • Connect with a HubSpot user who can see every pipeline and record you want in Craft.
  • If you use custom pipeline stages, map your won and lost stages during setup — otherwise deals that close in those stages won’t register as sold in Craft.
  • Switching between Deals and Leads (or changing the pipeline filter) later is supported, but it re-syncs from the new selection — plan to do it once during setup rather than routinely.
  • Using the Leads object requires Sales Hub Professional or Enterprise. If lead pipelines don’t appear during setup, check your HubSpot subscription tier.

​
Need help?

Reach out to your contact at Craft, or email support@craftflow.com.