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Installing the Exante HubSpot integration takes only a few steps. The connection uses HubSpot OAuth, so authentication and consent are handled securely by HubSpot.

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Install steps

1

Open integrations settings

Navigate to Settings > Integrations in the Exante web app.
2

Find HubSpot

Locate the HubSpot card in the integrations list. Click Connect.
3

Authorize in HubSpot

You are redirected to HubSpot’s consent screen. Review the requested permissions and approve the connection.The integration requests the following scopes:
ScopePurpose
crm.objects.deals.readRead deal data
crm.schemas.deals.readRead deal property definitions
crm.objects.companies.readRead company data
crm.schemas.companies.readRead company property definitions
crm.objects.contacts.readRead contact data
crm.schemas.contacts.readRead contact property definitions
4

Confirm connection

After authorization, you are redirected back to Exante and the HubSpot integration shows as Connected.
5

Start the initial sync

The initial HubSpot sync is triggered separately after the OAuth connection is established. The frontend can call the sync endpoint automatically after redirect, or a client can start it with POST /api/integrations/hubspot/sync.The sync request also supports:
  • deal_stages to limit the sync to specific HubSpot deal stage IDs
  • mode: "catalog_only" to populate discovery records without creating Exante Documents, Parties, or Contacts

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Sync endpoints

After installation, the HubSpot integration exposes these sync endpoints:
  • POST /api/integrations/hubspot/sync starts a sync job.
  • GET /api/integrations/hubspot/sync/status returns the current per-object sync state.
  • GET /api/integrations/hubspot/sync/stages lists available HubSpot deal pipelines and stage IDs for filtering.
See the dedicated sync API guide for request and response details.

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Re-authorization

If Exante adds new HubSpot scopes in the future, existing connected organizations must re-authorize the integration before Exante can use the new permissions. Re-authorization follows the same flow as the original install and updates the existing connection rather than creating a duplicate one.

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Disconnecting

To disconnect the HubSpot integration:
  1. Go to Settings > Integrations.
  2. Click the Disconnect button on the HubSpot card.
  3. If needed, remove or review the connected app in HubSpot’s app settings.
Disconnecting stops future sync activity, but it does not automatically remove records that were previously imported into Exante.