Agiled Docs

HubSpot is a CRM integration with OAuth, bidirectional sync, import and sync runs, and webhook support.

Use HubSpot sync when sales or marketing records already live in HubSpot and Agiled needs matching CRM data for proposals, invoices, projects, tickets, or automation.

Plan ownership before enabling broad sync. HubSpot and Agiled may both contain CRM-like fields, but your team should know which system wins for each process.

Connect HubSpot

Open Settings > Apps.
Choose HubSpot.
Start the OAuth connection.
Approve access for the correct HubSpot account.
Return to Agiled and confirm HubSpot is connected.

What Syncs

Contacts
Companies
Deals
Owners

Review these object groups before the first import. If Agiled should only use HubSpot as a starting point, decide when Agiled becomes the source of truth for future CRM changes.

Before Syncing

Confirm the HubSpot account and portal are correct.
Review whether contacts, companies, deals, and owners should sync.
Clean obvious duplicates in HubSpot before the first import.
Confirm required Agiled CRM fields and custom fields exist.
Decide which system owns edits during the transition.

Review Runs and Errors

After connecting, open the HubSpot app detail panel. Run import or sync if the action is available, then review recent runs for status and provider errors.

Start with a small, reviewable import when possible. Check a few contacts, companies, deals, and owner mappings before letting the team use synced records for proposals, invoices, or workflows.

Decide which system owns field updates before sync becomes routine. HubSpot may own marketing and sales qualification while Agiled owns proposals, finance, and delivery. Write that rule down so teams do not overwrite each other's edits.

After Import or Sync

Open CRM contacts, accounts, and deals in Agiled.
Spot-check key records against HubSpot.
Confirm company/contact/deal relationships are correct.
Check owner mapping.
Review recent runs for provider errors or skipped records.
Avoid bulk cleanup until you know which system should be the source of truth.

Common Issues

HubSpot contacts with personal email domains may not associate to companies the way business-domain contacts do.
Deals without company or contact associations can be harder to report on after import.
Property names and custom fields may need explicit mapping or cleanup.
Webhook updates depend on the provider connection staying authorized.

If duplicate records appear, stop syncing and identify whether HubSpot or Agiled owns the duplicate cleanup. Bulk deleting or merging before source-of- truth rules are clear can make later syncs harder to trust.

After cleanup, run one small sync and compare the same records in both systems before resuming broad sync.

Sync Review Checklist

Before relying on synced HubSpot data:

Confirm the HubSpot portal.
Spot-check contacts, companies, deals, and owners.
Check duplicates and missing associations.
Confirm source-of-truth rules.
Review recent sync errors.
Test one update in the owning system and confirm the result.

Migration Cutover

If HubSpot is being replaced or used only for migration, set a cutover date and tell the team which system owns new edits after that point. Continue syncing only the objects needed for the migration, then disconnect or restrict the app once Agiled is the source of truth.

During coexistence, avoid editing the same contact, company, or deal fields in both systems without a clear ownership rule.

Connect HubSpot CRM