HubSpot Integration

Connect and configure HubSpot CRM integration

Connect MemberPulse to HubSpot for CRM data synchronization.

Setup

1. Connect Account

   Click “Connect to HubSpot” and authorize via OAuth

2. Map Properties

   Map MemberPulse fields to HubSpot Contact properties

3. Configure Sync

   Choose sync direction and frequency

4. Set Lists

   Configure automatic list enrollment

Sync Configuration

Object	Direction	Sync
Contacts	Bidirectional	Real-time
Companies	MP → HS	Daily
Timeline	MP → HS	Real-time
Lists	MP → HS	Real-time

Property Mapping

Map MemberPulse fields to HubSpot:

• Member → Contact
• Company → Company
• Events → Timeline Events
• Engagement → Properties

Features

HubSpot Integration

Acceptance Criteria

Frontend

• UI supports the workflows described in this feature.

Backend / API

• Backend behavior supports this feature as documented.

Permissions

• Access is restricted per the Capabilities matrix on this page (or equivalent role rules).

Business Rules

• All business rules for this feature are enforced.

Error Handling

• Error states return clear messages and appropriate HTTP status codes.

Implementation Contracts

Backend (API)

POST   /api/integrations/hubspot/connect
GET    /api/integrations/hubspot/status
PUT    /api/integrations/hubspot/settings
PUT    /api/integrations/hubspot/property-mapping
POST   /api/integrations/hubspot/sync
GET    /api/integrations/hubspot/sync-log