HubSpot integration

Last updated March 2026

The HubSpot integration pulls your CRM data into Roadmappy so that customer conversations, deal context, and support history all live alongside your meeting insights.

What syncs from HubSpot

Object	What it includes
Contacts	Individual people — name, email, lifecycle stage
Companies	Organisation accounts — name, industry
Deals	Sales opportunities — stage, pipeline, value
Tickets	Support cases — pipeline stage, priority

All synced data is searchable and filterable in Roadmappy, and is included in reports and trend analysis.

Connect HubSpot

Go to Settings → Integrations
Click Connect next to HubSpot
You'll be redirected to HubSpot's OAuth screen — sign in and approve the requested permissions
Once authorised, you'll be returned to Roadmappy with HubSpot showing as Connected

Required HubSpot permissions

Roadmappy requests read-only access to:

Contacts
Companies
Deals
Tickets (support)

No write permissions are requested — Roadmappy never modifies your HubSpot data.

Filtering and searching synced data

Once data is synced, go to Insights → HubSpot to browse and filter:

Contacts: filter by lifecycle stage or email
Companies: filter by industry
Deals: filter by pipeline and deal stage
Tickets: filter by pipeline stage and priority

All objects support date range filtering to focus on a specific period.

Data freshness

HubSpot data is synced on a schedule. During each sync, only records modified since the last sync are fetched, keeping things efficient. If you need data updated immediately, reach out and we can trigger a manual sync.

Disconnect HubSpot

Go to Settings → Integrations, find HubSpot, and click Disconnect. Your existing synced data remains in Roadmappy; no new data will be fetched.

Data retention

Disconnecting HubSpot does not delete previously synced records. Contact support if you need all HubSpot data removed from your workspace.

Still have questions? Contact us at support@roadmappy.io and we'll get back to you.