HubSpot Integration

Two-way sync contacts and companies with HubSpot CRM.

Setup

  1. Go to Settings → Integrations
  2. Click Connect on HubSpot
  3. Enter your HubSpot Private App Token (starts with pat-)
  4. Click Save

Getting Your HubSpot API Key

  1. Log in to HubSpot → Settings → Integrations → Private Apps
  2. Create a new Private App
  3. Grant scopes: crm.objects.contacts.read, crm.objects.contacts.write, crm.objects.companies.read
  4. Copy the token (starts with pat-)

Features

  • Contact Sync: Push MailTrixy contacts to HubSpot in chunks of 100.
  • Bulk Sync: Click "Sync Contacts Now" on the HubSpot card in Settings → Integrations to fire a one-shot bulk sync.
  • Test Connection: The Connect flow verifies the Private App token before saving.

HubSpot Card in the Inbox

When the HubSpot integration is active AND the conversation's contact email matches a HubSpot contact, a HubSpot card appears in the right-side details panel of that conversation.

How to see it:

  1. Open a conversation.
  2. Click the right-panel toggle in the top-right of the conversation header.
  3. The HubSpot card appears below the Contact card.

What the card shows:

  • Lifecycle stage badge — Lead / MQL / SQL / Customer / Evangelist / Other (from HubSpot's lifecyclestage property).
  • Company & Job Title — from the matched HubSpot contact.
  • Lead Status — if set in HubSpot.
  • Deals — up to 5 associated deals with name, stage, and amount.
  • "Open in HubSpot" — deep-link to the contact record in your HubSpot portal.

When the card does NOT appear:

  • HubSpot integration is not connected for the workspace.
  • The contact has no email.
  • The contact's email is not in your HubSpot contacts list.
Caching: the card is cached per-email for 5 minutes so repeated polling does not hammer the HubSpot API. New HubSpot records show up on the next refresh.