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HubSpot V3 Integration

How to connect, configure and troubleshoot your Startdeliver & HubSpot integration.

Robin Billgren avatar
Written by Robin Billgren
Updated over a week ago

Why use this integration?

The HubSpot V3 integration keeps your HubSpot CRM and Startdeliver automatically aligned.

Once connected, companies, contacts, deals, and engagements can sync between the two systems based on rules you define. You stay in control of what syncs, how it syncs, and when it syncs.

This helps Sales and Customer Success work from the same, up-to-date customer data without manual updates.

What the Integration Syncs

Companies

You can sync HubSpot Companies with Customers in Startdeliver.

For companies, you can:

  • Choose whether to sync from HubSpot to Startdeliver, the other way around, or both

  • Decide whether records should be created, updated, or both

  • Control exactly which companies should sync using filters

  • Map HubSpot properties to Startdeliver fields

Matching Companies

You define how records match between systems.
By default, we recommend matching:

  • HubSpot Record ID → HubSpot ID in Startdeliver

This prevents duplicates and ensures updates apply to the correct company.

Filtering Which Companies Sync

You can choose which companies should be fetched from HubSpot using filters such as:

  • Lifecycle stage equals Customer

  • Specific pipeline status

  • Custom property conditions

Only companies matching your filter rules will sync.

Contacts

Contacts in HubSpot can be synced with Users in Startdeliver.

You control:

  • Which contacts should sync

  • How contacts are matched (for example, by email address)

  • Which fields should be kept aligned

  • Sync direction

This ensures the right people are connected to the right customer accounts in Startdeliver.

Deals

The Deals configuration gives you flexibility depending on how you want to use commercial data inside Startdeliver.

You can either sync data from:

  • A single deal per company

  • All filtered deals combined

Syncing Fields From a Single Deal

You can select one deal per company based on your deal filter settings.

For example:

  • The most recently closed deal

  • The highest value deal

  • A deal in a specific pipeline stage

You then choose which deal fields should update the customer.

Example:

  • Close Date → activeAt

  • Deal Owner → Customer Owner

This is commonly used to mark when a customer became active.

Syncing Across All Filtered Deals

You can also calculate values across all matching deals.

Available options include:

  • Summing numeric values (e.g. total ARR)

  • Finding the maximum value across deals

  • Finding the minimum value across deals

For example:

  • Annual Recurring Revenue → arr (summed across all Closed Won deals)

This allows you to reflect total commercial value inside Startdeliver.

Engagements

You can sync HubSpot engagement activity into Startdeliver, including:

  • Calls

  • Emails

  • Meetings

  • Notes

  • Tasks

Each engagement type can be configured separately.

Engagements can be added to the customer as:

  • Interactions

  • Tasks

  • Comments

This ensures your Customer Success team can see important sales conversations and activity history directly in Startdeliver.

Webhooks (Real-Time Sync)

You can enable real-time updates using HubSpot webhooks.

With webhooks enabled:

  • Changes in HubSpot trigger immediate updates in Startdeliver

  • Deal stage changes can create or update customers instantly

  • Contact updates sync without waiting for the next scheduled job

This is useful if you want immediate visibility when deals close or lifecycle stages change.

Field Mapping

For each object type (Companies, Contacts, Deals, Engagements), you define:

  • Which HubSpot property (From)

  • Maps to which Startdeliver field (To)

The integration automatically handles formatting for:

  • Text

  • Numbers

  • Dates

  • Dropdown fields

  • Multi-select fields

You can add multiple mapping rows per object.

Sync Direction Control

For each object, you decide how data flows:

  • HubSpot → Startdeliver

  • Startdeliver → HubSpot

  • Bi-directional

You also choose whether to:

  • Create new records

  • Update existing records

  • Do both

This gives you full control over where your source of truth lives.

How Sync Runs

Scheduled Jobs

The integration runs background sync jobs automatically.

These jobs:

  • Process matching records

  • Respect your filters

  • Update only configured fields

  • Retry automatically if temporary errors occur

You can view Previous Jobs in the Settings tab to see:

  • Status

  • Start time

  • Finish time

This gives you transparency into how your sync is performing.

Real-Time + Scheduled Together

Even if webhooks are enabled for real-time updates, scheduled jobs continue to run to ensure nothing is missed.

Setup Process

  1. Install the HubSpot V3 app in Startdeliver

  2. Authenticate with HubSpot using secure OAuth

  3. Configure each tab:

    • Companies

    • Contacts

    • Deals

    • Engagements

    • Webhooks (optional)

  4. Define matching rules

  5. Add filters

  6. Map fields

  7. Save your configuration

Once saved and activated, the integration runs automatically.

Common Use Cases

Automatically create customers in Startdeliver when a deal becomes Closed Won

Sync ARR from HubSpot into Startdeliver for reporting and health tracking

Keep lifecycle stages aligned between Sales and Customer Success

Give CSMs visibility into commercial context and deal history

Sync engagement history so teams see all customer touchpoints in one place

Monitoring & Troubleshooting

Under the Settings tab, you can:

  • Confirm authentication status

  • Review previous job runs

  • See whether jobs succeeded or failed

If a job fails, you can review the configuration and retry. The system includes automatic retry handling for temporary API or connection issues.

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