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

# HubSpot Connection: Contacts, Deals, and Pipeline Stages

> Sync HubSpot contacts, deals, pipeline stages, and lead sources into Marcenta to combine CRM data with ad platform and analytics performance.

The HubSpot connection brings your CRM data—contacts, deals, pipeline stages, and lead sources—into Marcenta. Combined with your ad platform and analytics connections, this lets you trace the full path from marketing spend to revenue: which campaigns and channels produced leads, how those leads progressed through your pipeline, and what deals closed.

## What data is synced

### Data types

| Data           | Description                                                    |
| -------------- | -------------------------------------------------------------- |
| **Contacts**   | New contacts created in HubSpot, tracked by day                |
| **Deals**      | Deals created, won, lost, and their associated value           |
| **Activities** | Meetings, calls, and form submissions associated with contacts |

### Dimensions

| Dimension        | Description                                                 |
| ---------------- | ----------------------------------------------------------- |
| `pipeline_stage` | The deal stage within a HubSpot pipeline                    |
| `lead_source`    | The original source attributed to the contact or deal       |
| `owner`          | The HubSpot user assigned to the contact or deal            |
| `product`        | Product or service associated with the deal (if configured) |

### Custom deal properties

During setup, you can select up to two custom deal properties from your HubSpot portal to include in your Marcenta reports. These appear as additional dimensions when analyzing deal data. Only custom properties (not HubSpot's built-in properties) are available for selection.

<Note>You can only select custom deal properties during the initial setup or when reconnecting. The selection allows up to two properties.</Note>

## Before you connect

Make sure you have:

* Access to a HubSpot portal
* Permissions to read CRM objects (contacts, deals) in that portal

## How to connect

<Steps>
  <Step title="Go to Connections">
    Select **Connections** from the left sidebar.
  </Step>

  <Step title="Select HubSpot">
    Click the **HubSpot** card in the Available connections grid.
  </Step>

  <Step title="Authorize with HubSpot">
    Click **Connect HubSpot** on the setup page. You'll be redirected to HubSpot to sign in and grant Marcenta read access to your portal's CRM data.
  </Step>

  <Step title="Select custom deal properties">
    After authorizing, you'll be prompted to choose up to two custom deal properties to include in your reports. You can skip this step if you don't need custom dimensions.
  </Step>
</Steps>

## How HubSpot data works with your other connections

When you have both an ad platform connection (like Google Ads or LinkedIn Ads) and HubSpot connected, Marcenta can align your ad performance data with your CRM outcomes. For example, you can view which paid channels drove the most contacts, or compare spend by channel against deals closed by lead source.

<Tip>For the most useful cross-channel reports, make sure your HubSpot lead source values match how you label traffic in your analytics and ad platforms.</Tip>

## Permissions requested

Marcenta requests read-only access to contacts, deals, and deal properties in your HubSpot portal. No changes can be made to your HubSpot data through Marcenta.

## Sync frequency and manual sync

HubSpot data syncs automatically. To trigger a sync immediately:

1. Go to **Connections**.
2. Find the HubSpot connection in the Active Connections grid.
3. Click **Sync Now**.

## Troubleshooting

<AccordionGroup>
  <Accordion title="Connection shows an error status">
    Your HubSpot session may have expired. Open the connection's **Manage** view and reconnect. After reconnecting, click **Sync Now** to resume data collection.
  </Accordion>

  <Accordion title="No custom deal properties appear during setup">
    Only non-HubSpot-defined custom properties are available for selection. If you don't see any options, your HubSpot portal may not have any custom deal properties configured. You can add custom properties in HubSpot under **Settings → Properties**, then reconnect Marcenta.
  </Accordion>

  <Accordion title="Contact or deal counts don't match HubSpot">
    Check that the date range in Marcenta matches what you're viewing in HubSpot. Marcenta reports on creation dates, so ensure your HubSpot filter is also using the deal or contact creation date. If counts still differ, trigger a manual sync from **Sync Now**.
  </Accordion>

  <Accordion title="Sync Now shows 'Session expired'">
    Your HubSpot session has expired. Reconnect from the **Manage** view and then retry **Sync Now**.
  </Accordion>
</AccordionGroup>

## Page trust signals

* Last reviewed: May 20, 2026
* Maintainer: Marcenta Team