HubSpot

Sync HubSpot contacts, deals, activity, products, and attribution into Superpractice.

Quick links

Settings > Integrations > HubSpot

Open the HubSpot integration card in Superpractice.

Settings > Services

Review services before mapping HubSpot products to Superpractice services.

HubSpot Private Apps

Create the private app and access token used to connect HubSpot.

What the HubSpot integration does

HubSpot imports contacts and deals so Superpractice can connect source attribution to retained matters. It can also import activities and use HubSpot products to create service line items.

Contacts and deals

Creates or updates Superpractice contacts and matters from HubSpot records.

Pipeline stages

Maps HubSpot deal stages to Superpractice matter stages.

Products and line items

Maps HubSpot products to Superpractice services for matter reporting.

Activities

Can import calls, SMS, emails, notes, meetings, tasks, and lead ad forms when enabled.

Setup

In HubSpot, create a Private App.
Add the required read scopes for contacts, deals, owners, line items, deal schemas, communications, and sales email.
Copy the Private App access token.
In Superpractice, open Settings > Integrations > HubSpot.
Paste the token and click Connect HubSpot.
Open Configure, refresh pipelines, and enable only the pipelines that should create matters.
Map each enabled HubSpot stage to a Superpractice matter stage.
Load products and map each product to a Superpractice service.
Run a sync for a short date range first, then review the imported records.

Required scopes

Add these scopes to the HubSpot Private App before connecting.

HubSpot scopes

crm.objects.contacts.read
crm.objects.deals.read
crm.objects.owners.read
crm.objects.line_items.read
crm.schemas.deals.read
sales-email-read
crm.objects.communications.read

Configuration checklist

Field	Required	Notes
Enabled pipelines	Yes	Only enabled pipelines sync into Superpractice.
Stage mappings	Yes	Map each HubSpot deal stage to `new`, `qualified`, `engagement_letter_sent`, `retained`, or `lost`.
Default service	Recommended	Choose a pipeline service fallback if products are not consistently attached to deals.
Product mappings	Recommended	Map HubSpot products to Superpractice services. This drives service line items.
Activity toggles	No	Enable only the activity types you want visible on contact records.
Destructive sync	No	Leave off unless HubSpot should be the source of truth for deletions.

Test the integration

Choose a small sync range, such as 30 days.
Sync one enabled pipeline.
Open an imported contact and confirm phone, email, and activity history.
Open an imported matter and confirm stage, value, source attribution, and line items.
If products did not become services, finish product mapping and sync again.