> ## 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

Lane's HubSpot integration lets you sync your CRM data directly into Lane — so your product team always has up-to-date customer context without manual data entry.

Once connected, Lane imports companies and contacts from HubSpot, maps CRM fields to Lane's customer fields, and keeps records in sync through real-time webhooks.

Benefits include:

* Automatically importing companies and contacts from HubSpot into Lane.
* Mapping HubSpot CRM fields to Lane fields for flexible, customizable data sync.
* Keeping customer data current with real-time webhook updates as records change in HubSpot.
* Linking contacts to their associated companies for complete customer context.

> Ideal for teams that manage customer relationships in HubSpot and use Lane for product planning and feedback management.

## Configuration and Setup

To connect your HubSpot account:

1. Click on your **workspace name** in the top-left.
2. Go to **Settings → Integrations → HubSpot**.
3. Click **Connect** and authorize access to your HubSpot portal via OAuth.

Once connected, you'll see your HubSpot portal name and connection status. You can disconnect at any time from the same page.

<Note>
  The HubSpot integration is available on the Pro plan.
</Note>

## Using the Integration

### Field Mapping

Before syncing data, configure how HubSpot fields map to Lane fields. Lane supports mapping for both **companies** and **contacts**.

1. Go to [**Customers**](/customers) in Lane.
2. Open the **HubSpot mapping modal**.
3. For each Lane field, select the corresponding HubSpot property from the dropdown.
4. Click **Save and Sync** to apply the mapping and start the initial sync.

**Company fields you can map:**

| Lane Field | Default HubSpot Property |
| :--------- | :----------------------- |
| Name       | Company name             |
| Domain     | Company domain           |
| Size       | Number of employees      |
| Value      | Annual revenue           |

**Contact fields you can map:**

| Lane Field | Default HubSpot Property |
| :--------- | :----------------------- |
| Name       | First name               |
| Email      | Email                    |
| Role       | Job title                |

Lane provides intelligent defaults for field mapping, but you can customize the mapping to match your CRM setup.

### Syncing Data

Once your field mapping is configured, Lane syncs companies and contacts from HubSpot:

1. **Initial sync** — Lane imports all companies and contacts in bulk when you first connect and save your mapping.
2. **Real-time updates** — After the initial sync, Lane listens for webhook events from HubSpot. When a company or contact is created, updated, or deleted in HubSpot, Lane reflects the change automatically.
3. **Manual sync** — You can trigger a full re-sync at any time from the integration settings.

During sync, Lane:

* Creates new customer records for companies and contacts not yet in Lane.
* Updates existing records when matching entries are found (matched by HubSpot record ID, domain, or email).
* Automatically links contacts to their associated companies based on HubSpot associations.

> Each synced record is tagged with **HubSpot** as its source, making it easy to filter and identify CRM-originated data in Lane.

## Webhook Events

Lane processes the following HubSpot webhook events to keep your data in sync:

| Event           | What Lane Does                       |
| :-------------- | :----------------------------------- |
| Company created | Creates a new company record in Lane |
| Company updated | Updates the matching company record  |
| Company deleted | Resets the record source to manual   |
| Contact created | Creates a new contact record in Lane |
| Contact updated | Updates the matching contact record  |
| Contact deleted | Resets the record source to manual   |

<Note>
  Sync is one-way — from HubSpot to Lane. Changes made to customer records in Lane are not pushed back to HubSpot.
</Note>

## FAQs and Troubleshooting

**Q: What plans support the HubSpot integration?**\
A: HubSpot is available on the Business plan. Starter plan users will see an upgrade prompt.

**Q: Can I connect more than one HubSpot portal?**\
A: No, only one HubSpot portal can be connected per Lane workspace.

**Q: What happens if I disconnect the integration?**\
A: Previously synced records remain in Lane, but real-time updates and future syncs will stop until you reconnect.

**Q: Can I choose which fields to sync?**\
A: Yes. Use the field mapping modal to select exactly which HubSpot properties map to each Lane field. Only mapped fields are synced.

**Q: How does Lane match existing records during sync?**\
A: Lane first matches by HubSpot record ID. If no match is found, it falls back to matching by domain (for companies) or email (for contacts).

**Q: Are contacts automatically linked to companies?**\
A: Yes. Lane uses HubSpot's company-contact associations to automatically link contacts to the correct company record in Lane.

**Q: Can I trigger a sync manually?**\
A: Yes. Go to **Settings → Integrations → HubSpot** and use the sync option to trigger a full re-sync at any time.

**Q: What happens to deleted records in HubSpot?**\
A: When a record is deleted in HubSpot, Lane resets its source from "hubspot" to "manual" — the record is preserved in Lane but no longer tied to HubSpot.
