HubSpot import

Overview

Connect your HubSpot CRM with Clarify to seamlessly sync your contacts, companies, and deals from HubSpot to Clarify, ensuring your Clarify instance stays up-to-date with your HubSpot data.

What gets synced

At a high level, we will sync the following by default:

• Contacts/People: Names, email addresses, and custom fields
• Companies: Company names, domains, descriptions, and custom fields
• Deals: Names, amounts, stages, close dates, and custom fields (optional)
• Relationships: Connections between contacts, companies, and deals

For a full list of what gets synced by default, look at the bottom of this page.

Key features

One-way synchronization

• Changes made in HubSpot automatically update in Clarify
• Updates made in Clarify will not sync back to HubSpot
• Bi-directional sync is on the roadmap

Complete data history

• Initial setup imports your historical HubSpot data
• Ongoing updates keep Clarify in sync with HubSpot changes

Field mapping

• Standard fields are automatically mapped between systems
• Custom fields can be mapped to match your specific needs

Setting up your integration

Before you start this process, it's a best practice to ensure you have custom fields set up in Clarify than can catch the key fields you need to import from HubSpot.

1. Navigate to Integrations in your Clarify dashboard

2. Select HubSpot from available integrations

3. You'll trigger the integration wizard; follow the steps for granting permission from HubSpot

4. Choose which objects to sync (companies, people, deals) and map your custom fields

5. Save your configuration to start the sync

Sync timing

Real-time updates (within seconds)

Key fields update immediately when changed in HubSpot:

• Contacts: Email, additional emails, first/last name
• Companies: Domain, additional domains, name, description
• Deals: Name, description, close date, amount, stage

Delayed updates

• Changes to other fields may take up to 10 minutes to appear
• Initial data import can take several hours depending on data volume

Important notes

Field mapping requirements

• The count of options must be identical for proper mapping

Identifying synced records

• Records synced from HubSpot will have a HubSpot ID field in Clarify
• Add this field to your view to easily identify synced records

Known limitations

Deal-Company associations

• HubSpot allows multiple companies per deal, while Clarify supports only one
• When multiple companies exist, the most recent association takes precedence

Deal owners

• The owner field will not sync* from HubSpot to Clarify
• You'll need to manually assign owners in Clarify

*may change in the future

Unique fields

Fields below are unique in Clarify. If multiple HubSpot contacts share an email, only one record will be created in Clarify.

• Contact email addresses
• Company domains
• Deal names

Date handling

• Time zone information may be lost when syncing date fields
• This can occasionally result in dates appearing one day different between systems

Maintaining your integration

Adding new fields

1. Create the field in Clarify first
2. Return to Integration settings to map the new field
3. Save changes to update the configuration
4. Historical data will automatically backfill for new fields (unless the record in Clarify was updated since last sync with HubSpot)

HubSpot → Clarify sync: default fields

Companies

• HubSpot ID
• Last modified date
• Domain (maps to Clarify domains)
• Additional domains
• Company name
• Description
• Annual revenue (maps to estimated ARR)
• Facebook page
• Founded year (maps to foundation date)
• Total money raised (maps to funding raised)
• LinkedIn handle
• Logo URL
• Address, city, country, zip code, state (map to primary location fields)
• Twitter handle
• Employee range

People (Contacts)

• HubSpot ID
• Last modified date
• Email (maps to primary email address)
• Additional emails
• First name
• Last name
• Job title
• Twitter handle
• Address, city, country, zip code, state (map to primary location fields)
• Phone number
• Mobile phone
• LinkedIn URL
• Facebook ID
• Photo (maps to avatar URL)

Deals

• HubSpot ID
• Last modified date
• Deal name
• Description
• Close date
• Amount
• Pipeline
• Deal stage

These fields are automatically synchronized without requiring additional configuration. If you need to sync custom fields beyond these defaults, you'll need to map them in the integration settings.