> For the complete documentation index, see [llms.txt](https://nationgraph.gitbook.io/nationgraph/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://nationgraph.gitbook.io/nationgraph/help-center/readme/integration-overview/crm-integrations/hubspot-integration.md).

# HubSpot Integration

### HubSpot Integration

Connect your NationGraph organization directly to HubSpot with just one click. Your team can read live CRM context, sync Signals, push contacts, and manage approved CRM actions without leaving NationGraph.

Click here to watch [video](https://screen.studio/share/bTX48KjF).

{% embed url="<https://screen.studio/share/bTX48KjF>" %}
Quick Hubspot Tutorial 101
{% endembed %}

{% hint style="success" %}
**One-Click Linking**

Connect your organization to HubSpot in seconds with our streamlined OAuth flow.
{% endhint %}

{% hint style="success" %}
**Signals Sync**

Full integration with Signals is now live. Read linked-company context and push approved actions in real time.
{% endhint %}

{% hint style="warning" %}
**Admin Required**

You must be an admin in NationGraph and an admin in HubSpot.
{% endhint %}

{% hint style="info" %}
You can connect HubSpot alongside Salesforce if your organization uses both systems.
{% endhint %}

{% hint style="warning" %}
**Workspaces Sync** *(Coming soon)*

Sync your Workspaces data directly to HubSpot — launching soon!
{% endhint %}

### Connect to HubSpot

{% stepper %}
{% step %}

#### Open **Settings → Integrations**

Go to **Settings → Integrations** in NationGraph.
{% endstep %}

{% step %}

#### Click **Connect** for HubSpot

Choose **HubSpot** from the CRM options.
{% endstep %}

{% step %}

#### Accept permissions

Complete the OAuth flow in HubSpot.

Accept the requested permissions to finish the connection.
{% endstep %}

{% step %}

#### Confirm connection

Return to NationGraph and confirm HubSpot shows as connected.
{% endstep %}
{% endstepper %}

### Configure customer identification

Open the HubSpot connection in **Settings → Integrations**. Select one company field and up to five values that mean **Customer** for your organization.

If you do not configure this setting, NationGraph uses **Lifecycle stage = Customer**. Customer matching is case-insensitive. An open HubSpot deal can classify a linked company as **Deal in Progress** when it is not already a customer; other linked companies are shown as **Prospect**.

### Use live HubSpot context

After an account is linked, NationGraph can show its customer or pipeline status and HubSpot owner across account and automation results. Open the account's **Interactions** tab to review notes, logged emails, and tasks. Email visibility depends on the permissions granted to the HubSpot integration.

Compass can also use linked HubSpot status, ownership, contacts, deals, notes, and logged emails when researching accounts or preparing outreach. CRM reads do not change HubSpot. Any write still shows a preview and requires your approval.

### Fetch & map your HubSpot accounts

Use this flow after the connection is live.

{% stepper %}
{% step %}

#### Open **Manage → Get Started**

In **Settings → Integrations**, open your HubSpot connection and click **Manage**.

Then click **Get Started**.
{% endstep %}

{% step %}

#### Choose **Fetch all** or **Configure fields**

Use **Fetch all** when you want to pull every institution from HubSpot.

This includes public and private companies.

Use **Configure fields** when you need to isolate public-sector accounts.

You can filter by state, industry, or a SLED or local-government tag so private companies do not match into the set.
{% endstep %}

{% step %}

#### Map your primary and secondary fields

Use the strongest identifiers you have.

Primary fields:

* **company name**
* **NCES code** for K-12
* **IPEDS** for higher ed
* **FIPS** for state code
* **NationGraph ID**

Secondary fields:

* domain
* city
* state

You can also tell the AI you only target higher ed or K-12.
{% endstep %}

{% step %}

#### Run the search and review confidence

Start with a broad search.

NationGraph shows a **confidence score** for each proposed match.

Delete bad matches before you save.
{% endstep %}

{% step %}

#### Save matchings

Save the high-confidence matchings once the review looks clean.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
Ready to push notes, tasks, contacts, or other CRM actions? Use [Advanced CRM Actions](/nationgraph/help-center/readme/integration-overview/crm-integrations/advanced-crm-actions.md).
{% endhint %}

### Push FOIA contracts to HubSpot

To send completed FOIA contract data to HubSpot, first set up and verify the required custom object.

Follow [How to Push Contracts to Your CRM](/nationgraph/help-center/readme/integration-overview/crm-integrations/push-contracts-to-your-crm.md) for the video guide and workflow.


---

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