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HubSpot AirSyncHubspot Airsync

HubSpot AirSync

The HubSpot AirSync simplifies bi-directional sync between HubSpot to DevRev, supporting both one-time imports and ongoing syncs.

Supported Objects

✅

⚠️

❌

Full support

Partial support

No support

HubSpot Object

DevRev Object

Sync to DevRev

Sync to Hubspot

Owners

Users

✅

❌

Teams

Groups

✅

❌

Contacts

Contacts

✅

❌

Companies

Accounts

✅

❌

Deals

Opportunities

✅

✅

Tickets

Tickets

✅

✅

Comments on Tickets, Opportunities, Contacts, Accounts

Notes on Tickets, Deals, Contacts, Companies

✅

⚠️ (updating only)

Messages/Threads on Tickets

Comments on Tickets

✅ 

❌

Attachments

Attachments

✅

✅

Associations

Links/Custom links

✅

✅

Products

Parts

✅

❌

Tasks on Deals, Tickets

Tasks on Opportunities, Tickets

✅

❌

Appointments

Meetings

✅

❌

Meetings

Meetings

✅

❌

Meeting Events

Meetings

✅

❌

Calls

Meetings

✅

❌

Knowledge Base Articles

Articles

✅

❌

Knowledge Base Directories

Directories

✅

❌

Knowledge Base Tags

Tags

✅

❌

Custom objects

Custom objects

✅

✅

Subscriptions

Custom objects

✅

✅

Quotes

Custom objects

✅

✅

Payments

Custom objects

✅

✅

Orders

Custom objects

✅

✅

Line Items

Custom objects

✅

✅

Invoices

Custom objects

✅

✅

Courses

Custom objects

✅

✅

Listings

Custom objects

✅

✅

Marketing Events

Custom objects

✅

✅

Services

Custom objects

✅

✅

Feedback submissions

Custom objects

✅

❌

Connect to HubSpot

To connect to HubSpot, you will need to authenticate using OAuth. If you are a non-admin user, you will have to contact your portal administrator and ask to grant you permissions - App Marketplace Access is required at minimum. Below you can find a list of all the scopes, supported by our OAuth app and what they grant:

Scope

Description

Record Type / Purpose

oauth

Basic scope required for OAuth. Added by default to all public apps.

General -- authentication

crm.objects.owners.read

View details about users assigned to a CRM record

Owners -- extraction

cms.domains.read

View details about CMS domains

Domains -- extraction

crm.objects.users.read

View details about users in your HubSpot account

Users -- extraction

settings.users.read

View properties and other details about users.

Users -- roles

settings.users.teams.read

See details about the account's teams

Teams, Team Members -- extraction (scope-gated)

crm.objects.companies.read

View properties and other details about companies

Companies -- extraction

crm.schemas.companies.read

View details about property settings for companies

Companies -- full objects data extraction

crm.objects.contacts.read

View properties and other details about contacts and Feedback submissions

Contacts -- extraction

crm.objects.contacts.write

Create, delete, and make changes to contacts (write needed for Notes, Tasks)

Contacts, Notes, Tasks -- loading

crm.schemas.contacts.read

View details about property settings for contacts

Contacts -- full objects data extraction

crm.objects.deals.write

View properties and create, delete, or make changes to deals

Deals -- extraction + loading

crm.schemas.deals.read

View details about property settings for deals

Deals -- full objects data extraction

tickets

Access to tickets

Tickets -- extraction + loading

crm.pipelines.orders.read

View details about order pipelines

Pipelines -- extraction

crm.pipelines.orders.write

Create, delete, or make changes to order pipelines

Pipelines -- loading

files

Access to File Manager (for Attachments)

Attachments -- extraction + loading

conversations.read

View details about threads in the conversations inbox

Threads, Messages -- extraction

crm.schemas.custom.read

View custom object definitions

Custom Objects -- schema extraction (scope-gated)

crm.objects.custom.read

View custom object records

Custom Objects -- extraction (scope-gated)

crm.objects.custom.write

View and manage custom object records

Custom Objects -- loading (scope-gated)

collector.graphql_query.execute

Query data using the GraphQL API endpoint

KB Articles, KB Directories, KB Tags -- extraction (scope-gated)

scheduler.meetings.meeting-link.read

Read metadata and booking availability for meeting links

Meetings -- extraction (scope-gated)

crm.objects.products.read

View properties and other details about products

Products -- extraction

crm.objects.products.write

Create, delete, or make changes to products

Products -- loading

crm.objects.subscriptions.read

View properties and other details about commerce subscriptions

Subscriptions -- extraction

crm.objects.subscriptions.write

Create, delete, or make changes to commerce subscriptions

Subscriptions -- loading

crm.schemas.subscriptions.read

View details about property settings for commerce subscriptions

Subscriptions -- full objects data extraction

crm.objects.quotes.read

View properties and other details about quotes and quote templates

Quotes -- extraction

crm.objects.quotes.write

Create, delete, or make changes to quotes

Quotes -- loading

crm.schemas.quotes.read

View details about property settings for quotes

Quotes -- full objects data extraction

crm.objects.commercepayments.read

View details about commerce payments

Payments -- extraction (scope-gated)

crm.objects.commercepayments.write

Create, delete, or make changes to commerce payments

Payments -- loading (scope-gated)

crm.schemas.commercepayments.read

View details about property settings for commerce payments

Payments -- full objects data extraction (scope-gated)

crm.objects.orders.read

View properties and other details about orders

Orders -- extraction

crm.objects.orders.write

Create, delete, or make changes to orders

Orders -- loading

crm.schemas.orders.read

View details about property settings for orders

Orders -- full objects data extraction

crm.objects.line_items.read

View properties and other details about line items

Line Items -- extraction

crm.objects.line_items.write

Create, delete, or make changes to line items

Line Items -- loading

crm.schemas.line_items.read

View details about property settings for line items

Line Items -- full objects data extraction

crm.objects.invoices.read

View details about invoices

Invoices -- extraction

crm.objects.invoices.write

Create, delete, or make changes to invoices

Invoices -- loading

crm.schemas.invoices.read

View details about property settings for invoices

Invoices -- full objects data extraction

crm.objects.courses.read

View details about courses

Courses -- extraction

crm.objects.courses.write

Create, delete, or make changes to courses

Courses -- loading

crm.schemas.courses.read

View details about property settings for courses

Courses -- full objects data extraction

crm.objects.listings.read

View properties and other details about listings

Listings -- extraction

crm.objects.listings.write

Create, delete, or make changes to listings

Listings -- loading

crm.schemas.listings.read

View details about property settings for listings

Listings -- full objects data extraction

crm.objects.marketing_events.read

View details about marketing events

Marketing Events -- extraction

crm.objects.marketing_events.write

Create, delete, or make changes to marketing events

Marketing Events -- loading

crm.objects.services.read

View properties and other details about services

Services -- extraction

crm.objects.services.write

Create, delete, or make changes to services

Services -- loading

crm.schemas.services.read

View details about property settings for services

Services -- full objects data extraction

crm.objects.appointments.read

View properties and other details about appointments

Appointments -- extraction

crm.schemas.appointments.read

View details about property settings for appointments

Appointments -- full objects data extraction

files.ui_hidden.read

View/download user files, attachments, and system files from all HubSpot tools

Attachments -- extraction (all tools)

forms-uploaded-files

Download files submitted through a form

Attachments -- form submission file extraction

Import from HubSpot

Follow these steps to import data from HubSpot:

  1. Go to Settings > Integrations > AirSyncs.

  2. Click + Import and select HubSpot.

  3. Create a new connection or choose an existing one.

  4. Configure the connection settings as required (e.g., enter API Key, select data types to import).

Authentication

  • OAuth: A HubSpot admin needs to authenticate via an authentication pop-up.

Post-Import Options

After a successful import, you have the following options available:

  • Sync to DevRev: Synchronize new items and modifications from HubSpot to DevRev.

  • View Report: Access detailed info about the import.

  • Edit Connection: Modify the connection settings for the import.

  • Delete Import: Remove the import and associated items from DevRev. To delete an import, navigate to the import settings and select the option to delete, ensuring that all associated items are also removed from DevRev.

Periodic Sync

To enable hourly automatic synchronization:

  1. Go to Settings > Integrations > AirSyncs.

  2. Locate the imported project.

  3. Click ⋮ > Set Periodic Sync.

By default, the sync frequency is set to once an hour. You can adjust this frequency as needed.

Limitations of the HubSpot connector

  1. HubSpot doesn't allow changing the owners via the API.

  2. Certain record types, like Notes also don't support modifying the creator of the record. For this reason, Notes body gets a header added on top, with the data of who/when/from which system created the record, to preserve as much information as possible.

  3. Due HubSpot's Associations API limitations, linkage changes might not be real-time, as HubSpot doesn't provide Search API for Associations. The linkage will be updated once any of the objects, that is a part of the Association, gets updated.

  4. Enum fields, that are use external system options will be converted into Strings, as HubSpot doesn't provide mechanisms to fetch full enum data.

  5. There are some properties that have field data types in HubSpot that are unsupported in DevRev. We don’t extract those, currently. At the moment, those field types are calculation_equation, calculation_rollup and file.

  6. DevRev currently doesn't support dependent-linking in DevRev. Linked-fields might not sync properly due to the rules set in HubSpot that DevRev cannot mirror. In cases where objects fail to successfully sync back to HubSpot, due to invalid field input or linkages that HubSpot doesn't allow/support, we provide logs with the information on why the records are failing to be modified.

  7. CES, CSAT, and NPS Feedback Submission aren't supported, because HubSpot API doesn't return them. Only Custom forms and Knowledge forms are supported. Individual responses aren't supported either.

  8. Because HubSpot doesn't provide APIs for permission scopes of the users, the connector isn't permission aware. Due to this, all of the Meeting objects records are set to PRIVATE by default.

  9. Mapping UI will show all of the supported stock HubSpot record types and might not accurately reflect the actual users permissions.

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