Overview
HubSpot is a leading CRM platform for sales, marketing, and customer service. By connecting HubSpot to Kakiyo, your LinkedIn outreach prospects automatically sync to HubSpot as contacts, keeping your CRM up-to-date with all your outreach activities.Use Case: Your AI agent qualifies a prospect on LinkedIn. HubSpot automatically receives their contact information, status updates, timeline events, and even creates deals when prospects are qualified.
What Gets Synced
| Kakiyo | HubSpot |
|---|---|
| Prospect name, headline, location | Contact properties |
| LinkedIn profile URL | Custom linkedin_profile_url property |
| Campaign name | Custom kakiyo_campaign property |
| Prospect status | Custom kakiyo_status property |
| Status changes | Timeline events (notes) |
| Qualified prospects | Deals (optional) |
Prerequisites
- A Kakiyo account with prospects in campaigns
- A HubSpot account (sign up here)
- HubSpot permissions to connect third-party apps
Step 1: Navigate to Integrations
Go to your Kakiyo dashboard and click on Integrations in the sidebar.
Step 2: Open HubSpot Integration
Click on the HubSpot card to open the integration detail page.
Step 3: Start Connection
Click the Connect HubSpot button to begin the OAuth flow.
Step 4: Select HubSpot Account
You’ll be redirected to HubSpot’s authorization page. Select the HubSpot account you want to connect.
If you have multiple HubSpot accounts, make sure to select the correct one for your outreach data.
Step 5: Authorize Kakiyo
Review the permissions Kakiyo is requesting and click Connect app to authorize.
- Contacts: Read and write contacts
- Companies: Read companies (for association)
- Deals: Read and write deals
- Timeline: Create timeline events
Step 6: Connection Complete
After authorization, you’ll be redirected back to Kakiyo. Your HubSpot integration is now active.
You’re all set! Your prospects will now automatically sync to HubSpot when their status changes.
Step 7: Configure Settings (Optional)
Click the Settings button to customize how Kakiyo syncs with HubSpot.
Available Settings
| Setting | Description | Default |
|---|---|---|
| Sync Prospects | Sync prospect data to HubSpot contacts | On |
| Sync Timeline | Create timeline events for status changes | On |
| Auto-Create Deals | Automatically create deals when prospects are qualified | Off |
| Associate Company | Link contacts to existing HubSpot companies | On |
How Syncing Works
Automatic Sync (Status Changes)
When a prospect’s status changes in Kakiyo (qualified, unqualified, etc.), the integration automatically:- Creates or updates the contact in HubSpot
- Updates the
kakiyo_statusproperty - Creates a timeline event (if enabled)
- Creates a deal (if qualified and enabled)
Manual Bulk Sync
Click the Sync button on the integration page to sync all existing prospects to HubSpot at once.Custom Properties in HubSpot
Kakiyo automatically creates these custom contact properties in HubSpot:| Property | Description |
|---|---|
linkedin_profile_url | The prospect’s LinkedIn profile URL |
kakiyo_prospect_id | Internal Kakiyo ID for reference |
kakiyo_campaign | The campaign name in Kakiyo |
kakiyo_status | Current status (Active, Qualified, Unqualified, etc.) |
- Create HubSpot lists and segments
- Build workflows and automations
- Filter contacts by campaign or status
- Track outreach performance
Integration Stats
The integration page shows real-time statistics:- Contacts Synced - Total new contacts created in HubSpot
- Timeline Events - Status change events logged
- Deals Created - Deals created for qualified prospects
- Last Sync - When the last sync occurred
Troubleshooting
Prospects not syncing to HubSpot
Prospects not syncing to HubSpot
- Check that your connection shows as Connected (green badge)
- Verify sync is enabled in settings
- Try clicking the Sync button for manual sync
- Check if the prospect’s status has changed (sync triggers on status change)
Token expired error
Token expired error
HubSpot tokens expire periodically. Kakiyo automatically refreshes them, but if you see this error:
- Disconnect the integration
- Reconnect using the same steps above
Duplicate contacts in HubSpot
Duplicate contacts in HubSpot
Kakiyo identifies contacts by LinkedIn URL. If duplicates exist:
- The prospect may have been added to HubSpot before the integration
- Merge duplicates in HubSpot using their merge tool
Deals not being created
Deals not being created
- Ensure Auto-Create Deals is enabled in settings
- Deals are only created when prospects are marked as Qualified
- Check your HubSpot deal pipeline permissions
Custom properties not appearing
Custom properties not appearing
Kakiyo creates custom properties automatically on first sync. If they don’t appear:
- Run a manual sync
- Check HubSpot Settings > Properties > Contact Properties
- Properties may be in the “Contact Information” group
Managing the Integration
From the integration detail page, you can:- View Stats - See sync statistics and last sync time
- Edit Settings - Change sync preferences
- Manual Sync - Trigger a bulk sync of all prospects
- Disconnect - Remove the HubSpot connection

