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

# Hubspot update

# UPDATE: hubspot.mdx

Triggered by: #2978 (decouple refresh from import), #2979 (unweld Save, add Import CTA), #2980 (Refreshing… state fix).

Same "feedback-first sync" model that shipped for Attio this week now applies to HubSpot: **Sync** used to mean "full backfill," done automatically on connect, on save, and daily. It no longer does — sync is now refresh-only, and a full import is a separate, deliberate action. This is a real behavior change, not a copy tweak: a re-read of "What syncs" and "Keeping data in sync" is needed, not just a table update.

Surgical diff below — only the changed sections. Everything else in the current file (Connect, Field mapping, Value mapping, FAQs about plans/one-portal/editing-synced-fields) is unaffected and should be left as-is.

***

## Section: "What syncs" — append one paragraph

**Before:** (ends with)

> Because HubSpot is the source of truth, fields that are mapped from HubSpot are locked in Lane to prevent conflicts (unmapped fields stay editable).

**After:** (add this paragraph immediately after)

> New customers enter Lane two ways: automatically, the moment they show up in feedback (a note or request that mentions them creates the record from HubSpot on the spot), or all at once if you click **Import all contacts** on the integration settings page. Routine syncing — on connect, on save, via webhook, or daily reconciliation — only refreshes customers Lane already has; it doesn't pull in new ones.

***

## Section: "Keeping data in sync" — replace the bullet list and the paragraph after it

**Before:**

> Lane keeps records current three ways:
>
> * **Initial sync** — on connect (and after you save your mapping), Lane imports your companies and contacts in bulk.
> * **Webhook updates** — when a standard HubSpot property changes, Lane reflects it automatically.
> * **Daily reconciliation** — a once-a-day sync catches everything webhooks don't. HubSpot doesn't fire webhooks for custom or mapped properties like status and tier, so this daily pass is what keeps those current.
>
> You can also trigger a full re-sync anytime from the integration settings.

**After:**

> Lane keeps existing customers current three ways — none of which bring in new ones:
>
> * **Save & Refresh** — the mapping page's save button (relabeled from "Save & Sync") re-enriches customers Lane already has as soon as you save.
> * **Webhook updates** — when a standard HubSpot property changes, Lane reflects it on existing customers automatically.
> * **Daily reconciliation** — a once-a-day pass catches everything webhooks don't. HubSpot doesn't fire webhooks for custom or mapped properties like status and tier, so this daily pass is what keeps those current.
>
> None of these create new customers. To bring your whole HubSpot address book into Lane, go to **Settings → Integrations → HubSpot** and click **Import all contacts**, below the sync status block. Confirm in the dialog — it imports every company and contact from HubSpot as customers and keeps them in sync going forward.
>
> You can trigger a refresh anytime with **Sync now** (shows **Syncing…** while it runs); the mapping page shows a matching **Refreshing…** state on Save while a refresh is in flight.

⚠️ **needs your call:** the existing sentence "You can also trigger a full re-sync anytime from the integration settings" previously meant a full backfill; I've split that into "refresh" (Sync now) vs "import" (Import all contacts) above. Worth confirming the "Last synced" → **Last refreshed** and counts-line → **"X companies · Y contacts in HubSpot"** copy changes are ready to publish as customer-facing, since they're pulled directly from this week's UI diff, not from a design review.

***

## Section: "Capture feedback" — no structural change, optional one-line addition

Consider appending, for consistency with the "What syncs" addition above:

Feedback captured this way is also how new customers first arrive in Lane if you haven't imported your HubSpot address book — see [What syncs](#what-syncs).

***

## FAQs — add one entry

**Q: Does connecting HubSpot import my whole CRM?**<br />A: No. New customers arrive automatically when they show up in feedback, or all at once if you click **Import all contacts**. Connecting, saving your mapping, and routine syncing only refresh customers Lane already has.