HubSpot CRM integration

HubSpot CRM integration

The HubSpot integration lets you sync Winora contacts to your HubSpot CRM. With one click you can push a contact's name, email, phone, and company to HubSpot - creating a new record if one doesn't exist, or updating an existing one.

Prerequisites

• A HubSpot account (any plan)
• A HubSpot Private App token with CRM write access
• Owner or Admin role in your Winora workspace

Step 1 — Create a Private App in HubSpot

1. Log in to your HubSpot account.
2. Go to Settings → Integrations → Private Apps.
3. Click Create a private app.
4. Give it a name (e.g. "Winora Sync").
5. Under Scopes, enable:
   • crm.objects.contacts.read
   • crm.objects.contacts.write
6. Click Create app and copy the Access Token (starts with pat-).

Step 2 — Connect HubSpot in Winora

1. Open your Winora workspace and go to Settings → Integrations.
2. Find HubSpot CRM in the integrations list and click Connect.
3. Paste your Access Token into the Private App Access Token field.
4. Click Save & Connect.

Syncing a contact

1. Open the Contacts page in Winora.
2. Select any contact.
3. Click the 🔶 HubSpot button in the contact detail panel.
4. Winora looks up the contact by email in HubSpot:
   • If found: updates the existing HubSpot record with the latest data from Winora.
   • If not found: creates a new contact in HubSpot.
5. A confirmation message appears below the button.

What data is synced?

Winora field	HubSpot field
Name	firstname + lastname
Email	email
Phone	phone
Company	company

Disconnecting

Go to Settings → Integrations → HubSpot CRM and click Disconnect. This removes the access token from Winora. Contacts already synced to HubSpot are not affected.