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

# HubSpot (Easy connect)

> Connect HubSpot to Upsolve with one sign-in. Upsolve copies your CRM data into a private, managed database and prepares it for analysis.

Easy connect brings your HubSpot CRM into Upsolve with one sign-in. You sign in on HubSpot's own page, and Upsolve then copies your deals, pipelines, companies, contacts and sales activity into a private database it manages for your project. The tables arrive already described and joined, so you can ask questions about your pipeline as soon as the first copy finishes.

Upsolve only **reads** from HubSpot. It never creates, changes or deletes anything in your HubSpot account.

## Before you start

* You need an Upsolve project and the **owner**, **admin** or **member** role in its organization.
* You need a HubSpot user who is allowed to install apps in your HubSpot account (a Super Admin, or a user with App Marketplace access).

## Connect HubSpot

**1. Open Easy connect**

In your Upsolve project, open **Project settings → Connections** and click **Create connection**, then choose **Easy connect**. A project with no connection yet shows the same choice on its first page.

**2. Choose HubSpot**

HubSpot is listed under **Ready to analyze**. Click it.

**3. Agree to how your data is stored (first app only)**

The first time a project uses Easy connect, Upsolve explains what it copies, where the data is stored and how it is billed. Check the region your data will be stored in (use **Change region** to pick another; it cannot change later), tick the box and click **Continue to HubSpot**. You are not asked again for later apps.

**4. Sign in to HubSpot**

A window opens on HubSpot's own sign-in page. Choose the HubSpot account to connect, review the permissions and click **Connect app**.

**5. Done**

The window closes and HubSpot shows **Connected · syncing**. Upsolve starts copying your data at once. The first copy takes from a few minutes to a few hours, depending on how much data your account holds.

> [!NOTE]
>
> If your browser blocks the sign-in window, Upsolve says so. Allow pop-ups for Upsolve and click HubSpot again.

## What Upsolve reads

Data flows one way, from HubSpot to Upsolve.

| HubSpot data | What Upsolve uses it for |
| - | - |
| Deals | Pipeline value, win rate, sales cycle and revenue |
| Deal pipelines and stages | Stage names, order, and which stages count as won or lost |
| Deal stage history | Time in each stage and stage-to-stage conversion |
| Companies | Accounts, industry, size and owner |
| Contacts | People, lifecycle stage and owner |
| Owners | The sales reps and other users records belong to |
| Engagements (notes, emails, tasks, meetings, calls) | Sales activity per deal, company and contact |
| Associations | Which contacts and companies belong to which deals |

Upsolve prepares these tables for analysis automatically. Your HubSpot account may hold other data, such as tickets, line items, quotes, invoices or marketing events. Upsolve offers those tables in the workspace's data model, where you can turn them on.

## Permissions Upsolve asks for

All of them are read-only.

* **Required:** contacts, companies, deals and owners, and the schemas of contacts, companies and deals (`crm.objects.contacts.read`, `crm.objects.companies.read`, `crm.objects.deals.read`, `crm.objects.owners.read`, `crm.schemas.contacts.read`, `crm.schemas.companies.read`, `crm.schemas.deals.read`).
* **Optional:** read access to the rest of your CRM and marketing data (for example tickets, line items, quotes, invoices, lists and campaigns). HubSpot only grants the ones your HubSpot subscription includes, and Upsolve works without them.

## Where your data is stored

Your HubSpot data is copied by Fivetran, Upsolve's data-sync provider, into a private Snowflake database that Upsolve manages for your project, in the region you chose. Upsolve does not keep your HubSpot sign-in. Fivetran holds the access HubSpot granted and uses it only to copy your data.

## Keep it up to date

HubSpot is copied again **every 6 hours** by default. To change that, open the **Easy connect** connection (under **Project settings → Connections**) and pick another refresh cadence (from every 15 minutes to every 24 hours). **Sync all now** copies the latest data immediately.

## Reconnect

If HubSpot stops granting access, for example because the user who connected it left your company, the app shows **Needs reauthorization**. Open the **Easy connect** connection page, click **Reconnect** next to HubSpot, and sign in to HubSpot again. Your data and workspaces stay as they are.

## Disconnect

* **In Upsolve:** on the **Easy connect** connection page, click the trash icon next to HubSpot and confirm. Syncing stops, and HubSpot's tables are removed from your Easy connect database. Workspaces built on them lose that data.
* **In HubSpot:** go to **Settings → Integrations → Connected apps**, find **Upsolve** and choose **Uninstall**. Upsolve can no longer read your account, and the app shows **Needs reauthorization** until you reconnect it or remove it.

## Need help?

Email [support@upsolve.ai](mailto:support@upsolve.ai).


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