Send verified Leadpoet leads to HubSpot
Connect HubSpot, choose what to sync, and manage your connection.
What it does
Keep new opportunities in your CRM
An active connection that permits exports automatically queues eligible leads added after HubSpot sync starts, including researched, manually entered, and imported leads. Older leads are not automatically backfilled. Leadpoet checks the email before it creates a contact. Existing HubSpot contacts remain unchanged. You can also enable company creation, native stage mapping, and outcome sync for Leadpoet-linked records.
Existing HubSpot data stays intact
Records that Leadpoet did not create remain unchanged. Stage updates require verified Leadpoet ownership. Leadpoet does not merge, archive, reassign, or delete HubSpot records. Disconnecting starts token revocation. After Leadpoet confirms it, new scheduled work stops. Records already in HubSpot stay in place.
Before you connect
- A Leadpoet account with permission to manage workspace integrations.
- A US-hosted HubSpot account. Sign in as a HubSpot super admin, or a user with Marketplace access and all permissions requested for the selected features.
- A desktop browser for Leadpoet workspace settings. Allow the sign-in window and cookies needed to finish OAuth.
- Lead research uses your plan credits. See current Leadpoet pricing. Optional HubSpot features depend on the permissions and capabilities available in your HubSpot account.
Setup
Connect HubSpot in a few steps
Start the install
Select Install on the Leadpoet listing in HubSpot Marketplace. You can also start from Account → Integrations in Leadpoet.Sign in to Leadpoet
Sign in or create a Leadpoet account when HubSpot opens the partner sign-in window. Leadpoet returns you to the same HubSpot install after authentication.Approve the OAuth request
Choose the HubSpot portal, review the required and optional permissions, and approve the request. When HubSpot returns to the app review screen, review the requirements, select the confirmation checkbox, and select Connect app. A contact-only connection remains usable if your account cannot grant an optional scope.Finish the initial connection
HubSpot returns you to HubSpot after approval. The first Marketplace connection starts in Push only and contact-only mode. HubSpot may grant optional permissions during installation, but Leadpoet leaves optional company and deal features off until you enable them.Choose your Leadpoet settings
In Leadpoet, open Account, choose Integrations, and open HubSpot. To read outcomes, select Change beside Sync mode, choose Leadpoet CRM Sync, and select Reconnect HubSpot. If an optional permission was declined, reconnect before you enable the related owner, company, or deal feature.Run one controlled test
Confirm that HubSpot shows Connected in Leadpoet. Deliver one newly researched lead that you intend to export, then check its sync status and the new contact in HubSpot. An email already in HubSpot is skipped rather than updated. Use separate test accounts for a synthetic-data rehearsal; do not change customer records to test.
Configure
Enable only the workflows you need
Outcome sync
Use Change beside Sync mode, choose Leadpoet CRM Sync, and reconnect. Leadpoet then reads outcomes only for records linked to Leadpoet.
Owner and company
Select a default owner for new contacts. Company mode checks an exact domain to avoid duplicate companies. A customer-owned company stays read-only: Leadpoet does not attach contacts to it. New associations are allowed only between records Leadpoet created. If a needed permission is unavailable, reconnect to grant it before enabling the feature.
Deal creation
Turn on deal creation, select a pipeline and an open initial stage, and save. Leadpoet creates at most one managed deal for each eligible company opportunity. This setting cannot be combined with native Deal stage mapping, which creates one Deal per managed Contact.
Native stage mapping
In Manage HubSpot, choose Leads or Deals and reconnect if more access is needed. Choose your Leadpoet Contacts pipeline and HubSpot pipeline. Review the suggested stage pairs, adjust the dropdowns, turn on Sync native HubSpot stages, and save. You can select Do not sync this stage for any row.
Leadpoet creates one native Lead or Deal for each eligible Contact it created, then moves that record when its mapped Contact stage changes. No HubSpot workflow is needed. Existing matched contacts and unrelated Leads or Deals stay unchanged. HubSpot Leads requires Sales Hub Professional or Enterprise.
The separate Leadpoet Pipeline Stage contact field continues to show the exact Leadpoet stage, including unmapped stages. You can display it as a column in HubSpot.
Permissions
The access Leadpoet requests
The required permissions support contact delivery and Leadpoet-owned contact properties. Optional permissions support owner selection, company creation, and native Lead stages. Company reads and deal scopes are conditional: a later reconnect requests them only when you select a mode that needs them.
Required
oauthcrm.objects.contacts.readcrm.objects.contacts.writecrm.schemas.contacts.write
Optional
crm.objects.owners.readcrm.objects.companies.writecrm.objects.leads.readcrm.objects.leads.write
Required for selected features
crm.objects.companies.readcrm.objects.deals.readcrm.objects.deals.write
Leadpoet currently supports HubSpot portals hosted in the United States only. A portal in another HubSpot region is rejected during installation before CRM data is pulled. This compatibility limit is not a promise that all service processing stays in one country; see the Privacy Policy for processing locations.
What data moves
- Contacts
- Leadpoet reads the email needed for duplicate checks and creates new contacts from Leadpoet leads. Available fields include name, email, phone, job title, and Leadpoet Intent Details. The intent property is created if absent and populated only on new contacts. Existing contacts are skipped.
- Companies and native records
- When enabled, Leadpoet reads exact company domains, Lead or Deal pipelines, stages, and linked outcomes. Company and native record creation are opt-in. Saved native stage mapping updates only the pipeline and stage of the exact Lead or Deal that Leadpoet created for its managed Contact. Leadpoet does not change customer-owned records or attach records to a customer-owned company.
- Owners and outcomes
- Owner names and IDs populate the optional assignment picker. CRM Sync reads outcomes for Leadpoet-linked records into your workspace. The initial Marketplace connection is Push only; outcome sync requires a separate mode change and the necessary permission.
New eligible lead delivery is queued automatically. Background processing and HubSpot rate limits can delay delivery; check the connection and lead sync status before retrying. Disconnecting does not erase retained service or audit data. See the Privacy Policy for retention and access requests.
Troubleshooting
- You cannot connect or change settings
- Ask someone with permission to manage your workspace integrations to connect. In HubSpot, use an account with the required app-install permissions.
- Sign-in expires or returns an invalid-link error
- Start again from the Marketplace or Leadpoet. Do not reuse an old OAuth callback URL. Allow the sign-in window and required cookies.
- A permission is missing
- Reconnect from the affected setting and approve the scopes required for that feature. Declining an optional scope does not disable contact-only export.
- A lead is skipped or a company is not linked
- An existing contact email is skipped. A matched customer-owned company remains read-only. Missing identity fields, ambiguous matches, and uncertain prior creates fail safely rather than creating a duplicate.
- The connection needs attention
- Check the visible error and reconnect if access was revoked. Finish an in-progress disconnect before reconnecting. Contact support if delivery remains pending or failed; do not repeatedly export the same lead.
Disconnect
Stop the connection safely
Open Account → Integrations → HubSpot, select Disconnect HubSpot, and confirm. Leadpoet starts token revocation through the integration workflow. After it confirms revocation, new scheduled work stops. Existing HubSpot records remain unchanged.
Uninstall
Remove access in HubSpot
In HubSpot, open Settings → Integrations → Connected Apps. Open Leadpoet, choose Actions, and choose Uninstall. HubSpot revokes the refresh token. An access token issued before uninstall may remain usable until it expires. Leadpoet stops new scheduled work and shows reconnect required after a confirmed token check. Records already created in HubSpot remain in HubSpot.
Support
Need help?
Email hello@leadpoet.com. Include your Leadpoet account email, HubSpot portal ID, time of the failed action, and any visible error reference. Do not send OAuth tokens, client secrets, or raw CRM exports.
Leadpoet keeps limited connection, consent, audit, and synchronized service data as described in the Privacy Policy. Contact support to request access, export, correction, or deletion.