HubSpot integration

Connect

1. Sign in as an owner or admin of your Client Posture workspace.
2. Go to Settings › Integrations and click Connect HubSpot.
3. Choose your HubSpot account and approve access.
4. Optional: pick the deal pipeline and stage for new deals. If you leave them blank, HubSpot uses its default pipeline.

We ask HubSpot for these scopes:

• oauth
• crm.objects.companies.read
• crm.objects.companies.write
• crm.objects.deals.read
• crm.objects.deals.write

We do not read or write contacts, emails, notes, or tickets in HubSpot.

What syncs

Sync runs when a prospect moves to the Won deal stage (on by default) and, if you turn it on, when a Security Assessment is purchased. Each sync:

• Finds the company by the record we linked before, then by domain. If neither exists, it creates the company with its name and domain.
• Creates or updates one deal linked to that company, named “Client Posture — company name” (or “Client Posture Security Assessment — company name” for an assessment).
• Sets the deal amount from the first invoice of an accepted, sent, or draft quote. If there is no quote, the amount is left blank. An existing deal's amount is only changed by an accepted quote.

On connect we add a “Client Posture” property group to companies with these properties:

• Client Posture grade (client_posture_grade)
• Client Posture verified issues (client_posture_verified_issues)
• Client Posture last scan (client_posture_last_scan)

Only verified findings count as issues. Results we could not confirm are never sent as issues.

Import companies

From the Find tab in Prospects you can preview up to 200 HubSpot companies that have a domain and add up to 100 at a time as prospects. Your own domain, duplicates, and companies without a usable domain are skipped. An archived prospect is offered as unarchive, not as a second record. Imported prospects are not scanned until you start a scan. Adding prospects needs a plan that includes prospecting.

Disconnect

An owner or admin can click Disconnect in Settings › Integrations. We delete the stored HubSpot tokens. Companies, deals, and properties already in HubSpot stay there. Tokens are encrypted at rest, and each sync is recorded in the integration log on the same page.

Support

Questions or problems: contact us.