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Documentation Index

Fetch the complete documentation index at: https://docs.customeros.ai/llms.txt

Use this file to discover all available pages before exploring further.

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What It Does

Imports HubSpot companies and deals into CustomerOS to enrich your lead intelligence with existing CRM data. Note: This is currently an inbound-only integration (HubSpot → CustomerOS). CustomerOS does not push data back to HubSpot. Setup: OAuth connection → Configure object sync → Enable sync → Automatic updates every 2 hours

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Data Flow

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Inbound Only (HubSpot → CustomerOS)

  • Companies sync to match with CustomerOS leads by domain
  • Deals import to understand pipeline and opportunity status
  • Lifecycle stages imported from HubSpot
  • Company domains enable intelligent matching
  • Incremental sync with cursor-based updates every 2 hours

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What You Can Do

CRM Enrichment: Bring your existing HubSpot company data into CustomerOS for unified lead intelligence Pipeline Visibility: Import HubSpot deals to see sales pipeline status alongside CustomerOS engagement data Data Consolidation: Centralize HubSpot CRM data with CustomerOS web intelligence and AI qualification Migration Support: Import HubSpot data when transitioning to CustomerOS for lead management

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Smart Features

  • Intelligent matching: Automatically matches HubSpot companies to CustomerOS leads by domain
  • Incremental sync: Only processes new or changed records since last sync
  • Multi-portal support: Connect multiple HubSpot portals to one CustomerOS account
  • Configurable toggles: Control company and deal sync independently per portal
  • Batch processing: Efficient large-scale sync with cursor-based pagination
  • Webhook support: Real-time updates when HubSpot data changes

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Technical Details

  • Secure OAuth 2.0 authentication
  • Incremental sync with cursor-based pagination
  • Supports multiple HubSpot portals per tenant
  • ID mapping table tracks relationships between systems
  • Remote version tracking for data consistency
  • Batch processing (default 25 records per batch)
  • Scheduled every 2 hours via cron system
  • Webhook endpoint for real-time updates