> ## Documentation Index
> Fetch the complete documentation index at: https://docs.telli.com/llms.txt
> Use this file to discover all available pages before exploring further.

# HubSpot

> Connect HubSpot to telli to sync Contacts into your workspace and map HubSpot properties to telli contact properties.

<img src="https://mintcdn.com/telli/B1-jcrEXZ5AA-uwV/images/integrations/telli-hubspot-light.svg?fit=max&auto=format&n=B1-jcrEXZ5AA-uwV&q=85&s=d7e151d69a2a22ee4aa588b58fc417c2" className="block dark:hidden" alt="telli + HubSpot integration" width="1200" height="360" data-path="images/integrations/telli-hubspot-light.svg" />

<img src="https://mintcdn.com/telli/B1-jcrEXZ5AA-uwV/images/integrations/telli-hubspot-dark.svg?fit=max&auto=format&n=B1-jcrEXZ5AA-uwV&q=85&s=4af1a277c6a11bba1c8cc2b1bfde6cc1" className="hidden dark:block" alt="telli + HubSpot integration" width="1200" height="360" data-path="images/integrations/telli-hubspot-dark.svg" />

## Overview

The telli HubSpot integration lets you bring CRM data into telli without building a custom sync.

Today, the integration is focused on inbound sync from HubSpot to telli:

* Connect HubSpot with OAuth from the telli app
* Sync HubSpot `Contact` records into telli
* Map HubSpot contact properties to telli contact properties
* Filter which HubSpot contacts should be synced
* Keep agents up to date with current CRM context during calls

<Note>
  The HubSpot CRM integration is currently in beta. Use workflows to write completed call data back to HubSpot, including creating or updating HubSpot records after calls. This is separate from inbound Contact sync.
</Note>

HubSpot Meetings is a separate calendar integration. Use [HubSpot Meetings](./hubspot-meetings) when you want agents to book appointments through HubSpot meeting links during calls.

## Before you start

* Access to the telli app
* Access to the HubSpot portal you want to connect
* A HubSpot user who can authorize the telli app with contacts and contact schema permissions
* A clear idea of which telli contact properties should receive HubSpot data

## Set up HubSpot in telli

<Steps>
  <Step title="Open the HubSpot integration">
    In telli, go to **Settings** -> **Integrations** -> **HubSpot** and select **Configure** to open the setup page.
  </Step>

  <Step title="Authorize the HubSpot connection">
    Select **Connect HubSpot** and complete the HubSpot OAuth flow for the portal you want to connect.
  </Step>

  <Step title="Choose Contact sync">
    Select **Contact** as the object to sync. The current HubSpot CRM integration supports HubSpot Contacts only.
  </Step>

  <Step title="Configure field mappings">
    Map HubSpot contact properties to the telli contact properties your team uses.
  </Step>

  <Step title="Add optional sync filters">
    Narrow the contacts that should be synced when you only want a subset of HubSpot contacts in telli.
  </Step>

  <Step title="Save and verify deployment">
    Save your configuration and confirm the integration status is connected and active.
  </Step>
</Steps>

## How the sync works

After OAuth is completed, telli reads HubSpot Contact metadata so you can configure mappings in the app.

When you save those mappings, telli prepares the HubSpot Contact sync configuration and keeps the HubSpot Journal subscription aligned with your enabled configuration. HubSpot Contact creates, updates, restores, and deletes are processed using the mapping and filter configuration you defined.

## Field mappings

Use field mappings to decide how HubSpot data should populate telli contacts.

* Map HubSpot contact properties to the telli properties your workflows already use
* Configure mappings for HubSpot `Contact` records
* The HubSpot contact URL is synced automatically

This gives your agents current CRM context before and during calls without manually copying data between systems.

## Sync filters

You can add extra conditions to control which HubSpot contacts are synced to telli.

By default, HubSpot contacts must have a first name, last name, and phone number to sync into telli. You can then add additional filters in the integration settings to further narrow the contacts that qualify.

## Write back to HubSpot with workflows

Inbound Contact sync brings HubSpot contact data into telli. To send completed-call data back to HubSpot, use [workflows](../platform/workflows) with HubSpot create or update record actions.

Workflow write-back can create or update HubSpot records based on call outcomes, collected data, or other workflow conditions. It is configured separately from the Contact sync mappings on this page.

## Manage the connection

From the HubSpot integration page in telli, you can:

* Reconnect an existing HubSpot portal
* Disconnect the OAuth connection while preserving mappings for later reconnection
* Remove the integration entirely
* Redeploy the sync configuration if the status shows it is not deployed

## Troubleshooting

* **Authorization expired or token revoked**: reconnect the integration from the HubSpot settings page in telli.
* **Missing permissions**: reconnect HubSpot to approve the latest telli permissions if telli reports that required permissions are missing.
* **Records not syncing**: confirm the integration is connected and active, then review the Contact mappings and sync filters.
* **Contact is skipped**: make sure the HubSpot contact has a first name, last name, and phone number, and that it matches any additional filters you configured.
* **Wrong integration type**: use [HubSpot Meetings](./hubspot-meetings) for appointment booking. The HubSpot CRM integration is for CRM sync and workflow write-back.