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The HubSpot integration keeps companies, contacts and subscriptions in step between HubSpot and Alguna, and lets deals and quotes drive each other: deal changes can trigger automations that mint quotes, and a signed quote can move the deal stage. Use it when HubSpot is where deals are worked and Alguna is where they are priced, signed and billed. Per-object sync direction and conflict rules are configured in External sync; the objects involved are described in How Alguna works.

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Pre-requisites

You must have an active HubSpot account and admin rights to connect to Alguna. We also recommend connecting your Hubspot account in your Sandbox before connecting to production.

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Overview

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Permissions

Alguna automatically sets up technical mechanisms in your HubSpot instance upon connection to enable notifications and benefit from real-time synchronization. For this, we recommend using a user with a System Administrator profile when connecting your HubSpot instance. Otherwise, the user account used needs to have specific permissions.

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Set up HubSpot

Production: https://app.alguna.io/settings/connections/integrations
Sandbox: https://app.sandbox.alguna.io/settings/connections/integrations
1

In Alguna, navigate to the Integrations page

Once logged into the correct environment, go to Settings → Connections → Integrations.
2

Click on the Connect button for the Hubspot integration

On the Integrations Page → Click Connect on Hubspot integration. A modal will pop-up asking you to allow access into your Hubspot instance.
3

Name integration for your future reference

Once connected, you may name the integration.
4

Choose syncing option

On the next screen, choose to use Hubspot as a source of creating new accounts in Alguna (this setting only applies to Hubspot → Alguna).
5

Complete integration

On the next screen you can choose to connect all your existing customers. If you need help with a full migration, contact support@alguna.io.

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Syncing Flow

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Account Creation

The integration can import customers once they get to a configured deal stage (for example closedwon in HubSpot’s default pipeline).

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Usage data and HubSpot ID

As soon as a HubSpot company has been imported, Alguna uses the HubSpot ID as an external ID (alias), so any usage data sent to Alguna with that ID is assigned to the right customer. Your application can send events with "account": "<hubspot-company-id>" to POST /events, and pass the same ID as customer_alias wherever the API takes a customer. To add or read aliases yourself, use Update a customer and Look up a customer ID by alias.

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Deals and quotes

With the integration connected, the hubspot_deal_changed automation trigger fires on every deal change, with stage, stageEntered and changedFields in its payload. Pair it with the CRM actions — create_quote_from_opportunity, update_crm_record, set_opportunity_stage, void_open_quotes_for_opportunity, cancel_renewal_for_lost_opportunity — to run the quote-to-close loop from HubSpot. Ready-made templates for these are in the automation library.

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Disconnect

Please send a request to support@alguna.io for any disconnections. This is to make sure that we can safely follow the disconnection process without any impact on your existing data.