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

# HubSpot

> Sync your LinkedIn outreach prospects with HubSpot CRM

## Overview

[HubSpot](https://www.hubspot.com) 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.

<Info>
  **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.
</Info>

## 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](https://www.hubspot.com))
* HubSpot permissions to connect third-party apps

***

## Step 1: Navigate to Integrations

Go to your Kakiyo dashboard and click on **Integrations** in the sidebar.

<Frame>
  <img src="https://public-kakiyo.b-cdn.net/Integrations/Tutorials/Screenshot%202026-01-29%20at%205.42.35%E2%80%AFPM.png" alt="Kakiyo Integrations Page" />
</Frame>

You'll see HubSpot listed as an available integration. Click on the card to view details.

***

## Step 2: Open HubSpot Integration

Click on the HubSpot card to open the integration detail page.

<Frame>
  <img src="https://public-kakiyo.b-cdn.net/Integrations/Tutorials/Screenshot%202026-01-29%20at%205.43.01%E2%80%AFPM.png" alt="HubSpot Integration Detail" />
</Frame>

Here you can see integration details and connect your HubSpot account.

***

## Step 3: Start Connection

Click the **Connect HubSpot** button to begin the OAuth flow.

<Frame>
  <img src="https://public-kakiyo.b-cdn.net/Integrations/Tutorials/Screenshot%202026-01-29%20at%205.43.23%E2%80%AFPM.png" alt="Connect HubSpot Dialog" />
</Frame>

Enter a name for your connection (optional) and click **Connect HubSpot** to proceed.

***

## Step 4: Select HubSpot Account

You'll be redirected to HubSpot's authorization page. Select the HubSpot account you want to connect.

<Frame>
  <img src="https://public-kakiyo.b-cdn.net/Integrations/Tutorials/Screenshot%202026-01-29%20at%205.44.19%E2%80%AFPM.png" alt="HubSpot Account Selection" />
</Frame>

<Note>
  If you have multiple HubSpot accounts, make sure to select the correct one for your outreach data.
</Note>

***

## Step 5: Authorize Kakiyo

Review the permissions Kakiyo is requesting and click **Connect app** to authorize.

<Frame>
  <img src="https://public-kakiyo.b-cdn.net/Integrations/Tutorials/Screenshot%202026-01-29%20at%205.46.47%E2%80%AFPM.png" alt="HubSpot Authorization" />
</Frame>

Kakiyo requests the following permissions:

* **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.

<Frame>
  <img src="https://public-kakiyo.b-cdn.net/Integrations/Tutorials/Screenshot%202026-01-29%20at%205.47.22%E2%80%AFPM.png" alt="HubSpot Connected" />
</Frame>

<Check>
  **You're all set!** Your prospects will now automatically sync to HubSpot when their status changes.
</Check>

***

## Step 7: Configure Settings (Optional)

Click the **Settings** button to customize how Kakiyo syncs with HubSpot.

<Frame>
  <img src="https://public-kakiyo.b-cdn.net/Integrations/Tutorials/Screenshot%202026-01-29%20at%205.49.25%E2%80%AFPM.png" alt="HubSpot Settings" />
</Frame>

### 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      |

<Tip>
  Enable **Auto-Create Deals** if you want qualified prospects to automatically appear in your sales pipeline.
</Tip>

***

## How Syncing Works

### Automatic Sync (Status Changes)

When a prospect's status changes in Kakiyo (qualified, unqualified, etc.), the integration automatically:

1. Creates or updates the contact in HubSpot
2. Updates the `kakiyo_status` property
3. Creates a timeline event (if enabled)
4. 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.

<Warning>
  Bulk sync processes all prospects across all campaigns. For large teams, this may take a few minutes.
</Warning>

***

## 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.) |

You can use these properties to:

* 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

<AccordionGroup>
  <Accordion title="Prospects not syncing to HubSpot">
    1. Check that your connection shows as **Connected** (green badge)
    2. Verify sync is enabled in settings
    3. Try clicking the **Sync** button for manual sync
    4. Check if the prospect's status has changed (sync triggers on status change)
  </Accordion>

  <Accordion title="Token expired error">
    HubSpot tokens expire periodically. Kakiyo automatically refreshes them, but if you see this error:

    1. Disconnect the integration
    2. Reconnect using the same steps above
  </Accordion>

  <Accordion title="Duplicate contacts in HubSpot">
    Kakiyo identifies contacts by LinkedIn URL. If duplicates exist:

    1. The prospect may have been added to HubSpot before the integration
    2. Merge duplicates in HubSpot using their merge tool
  </Accordion>

  <Accordion title="Deals not being created">
    1. Ensure **Auto-Create Deals** is enabled in settings
    2. Deals are only created when prospects are marked as **Qualified**
    3. Check your HubSpot deal pipeline permissions
  </Accordion>

  <Accordion title="Custom properties not appearing">
    Kakiyo creates custom properties automatically on first sync. If they don't appear:

    1. Run a manual sync
    2. Check HubSpot Settings > Properties > Contact Properties
    3. Properties may be in the "Contact Information" group
  </Accordion>
</AccordionGroup>

***

## 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

<Warning>
  Disconnecting the integration will stop syncing, but won't delete any data already in HubSpot.
</Warning>

***

## Need Help?

If you're having issues with the HubSpot integration, contact us at [help.kakiyo.com](https://help.kakiyo.com) or check [HubSpot's documentation](https://knowledge.hubspot.com) for CRM-specific questions.