HubSpot Integration

• OAuth-based HubSpot connection
• Contact sync from HubSpot to demeterrr
• Contact sync from demeterrr to HubSpot
• NPS and CSAT score pushback to HubSpot contacts
• Manual sync from the Integrations page

1. Go to Settings > Integrations.
2. Find HubSpot and click Connect HubSpot.
3. Complete OAuth in HubSpot and return to demeterrr.
4. Confirm the card shows Connected.

After successful OAuth callback, demeterrr starts an initial sync.

From the current integration flow:

• The connected state shows lastSyncAt and connectedAt.
• You can trigger a manual sync with Sync Now.
• Contact sync supports from_hubspot, to_hubspot, or bidirectional directions in the sync API.

If you want HubSpot users to trigger a survey without opening demeterrr:

1. Create a demeterrr API key with sequences:execute scope.
2. In HubSpot Workflows, add a webhook/custom code action.
3. Call:

POST /api/v1/sequences/:id/execute

1. Send contact fields in the request body (email required).

Example body:

{
  "contacts": [
    {
      "email": "customer@example.com",
      "firstName": "Jane",
      "lastName": "Doe",
      "phone": "+15551234567"
    }
  ]
}

Auth header:

Authorization: Bearer dem_...

1. Open Settings > Integrations.
2. On the HubSpot card, click Disconnect.
3. Confirm the prompt.

Disconnecting stops sync and score pushback.

If connection fails immediately, your deployment may be missing:

• HUBSPOT_CLIENT_ID
• HUBSPOT_CLIENT_SECRET

If you are redirected back with an error, reconnect and verify:

• You are logged into the right organization
• OAuth state is valid (no expired session)
• Callback URL matches your app domain

If manual sync fails:

• Reconnect HubSpot
• Retry with a smaller initial CRM scope
• Check integration status and lastSyncAt updates

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