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HubSpot Integration

Connect your HubSpot CRM to Rembrandt to sync company data, manage accounts, and enhance your market intelligence workflow.

Overview

The HubSpot integration allows you to:

  • Sync companies between HubSpot and Rembrandt

  • Map HubSpot companies to Rembrandt accounts

  • Keep your CRM data synchronized automatically

  • Access Rembrandt market intelligence directly in your CRM workflow

Prerequisites

  • A Rembrandt account with completed onboarding

  • Organization access in your Rembrandt account

  • A HubSpot account with admin or integration permissions

  • Organization owner permissions in Rembrandt (to connect integrations)

Step-by-Step Setup

Step 1: Access Integrations

  1. Log into your Rembrandt account

  2. Navigate to Settings → Organization → Integrations

  3. Find the HubSpot card in the CRM Integrations section

Step 2: Connect HubSpot

  1. Click Connect HubSpot button

  2. You'll be redirected to HubSpot's authorization page

  3. Log into your HubSpot account (if needed)

  4. Review the permissions being requested

  5. Click Allow to grant permissions

  6. You'll be redirected back to Rembrandt automatically

Step 3: Verify Connection

After authorization, you should see:

  • ✅ Green checkmark next to "Connected"

  • Sync Now button (for initial sync)

  • Disconnect button

A success message will confirm the connection.

Step 4: Initial Sync

  1. Click Sync Now to start the initial sync

  2. This will sync all companies from HubSpot to Rembrandt

  3. The sync process runs in the background

  4. You'll receive a notification when sync completes

Note: Initial sync may take several minutes depending on the number of companies in your HubSpot account.

How It Works

Syncing Process

  • Initial Sync: Full sync of all HubSpot companies when first connected

  • Automatic Sync: Incremental syncs run automatically to keep data up to date

  • Manual Sync: Click "Sync Now" anytime to trigger a manual sync

Data Mapping

Companies from HubSpot are mapped to Rembrandt accounts:

  • HubSpot Company ID → Rembrandt Account

  • Company fields are mapped automatically

  • Custom fields can be configured in integration settings

Bidirectional Sync

  • HubSpot → Rembrandt: Company data syncs from HubSpot to Rembrandt

  • Rembrandt → HubSpot: Market intelligence data can enrich your HubSpot records

Managing the Integration

View Sync Status

  1. Go to Settings → Organization → Integrations

  2. Click on the HubSpot integration card

  3. View sync status and last sync time

Manual Sync

To trigger a manual sync:

  1. Go to Settings → Organization → Integrations

  2. Click Sync Now on the HubSpot card

  3. Wait for sync to complete

Disconnect Integration

To disconnect HubSpot:

  1. Go to Settings → Organization → Integrations

  2. Click Disconnect on the HubSpot card

  3. Confirm disconnection

Note: Disconnecting will stop automatic syncing but won't delete existing mapped data.

Troubleshooting

Connection Failed

If connection fails:

  • Verify you have admin permissions in HubSpot

  • Check that you're logged into the correct HubSpot account

  • Ensure organization owner permissions in Rembrandt

  • Try disconnecting and reconnecting

Sync Not Working

If sync isn't working:

  • Check that the connection is still active

  • Verify HubSpot permissions haven't been revoked

  • Try manual sync

  • Check integration status in Settings

Data Not Syncing

If data isn't syncing:

  • Ensure initial sync has completed

  • Check field mappings in integration settings

  • Verify HubSpot companies have necessary data

  • Contact support if issues persist

Permissions Required

HubSpot requires the following permissions:

  • Read access to companies

  • Read access to contacts (if syncing contacts)

  • Write access (for bidirectional sync)

Best Practices

  1. Review Field Mappings: Ensure company fields are mapped correctly

  2. Monitor Sync Status: Check sync status regularly

  3. Keep Connection Active: Don't disconnect unless necessary

  4. Use Incremental Syncs: Let automatic syncs handle updates

  5. Clean Data First: Ensure HubSpot data is clean before connecting

Limitations

  • Initial sync can take time for large HubSpot accounts

  • Some custom fields may require manual mapping

  • Sync frequency depends on your plan

  • Disconnecting will stop automatic syncing

Need Help?

If you encounter issues with HubSpot integration: