The HubSpot integration is a one-way sync from HubSpot -> Exante. Exante imports supported CRM objects and keeps them current through an initial sync on connect, HubSpot webhooks for real-time updates, and a polling safety net that runs every 15 minutes.
Companies
HubSpot companies are synced into Exante parties only when the company is associated with at least one HubSpot deal. Companies without any deals are excluded from sync.
| HubSpot field | Exante field |
|---|
name | Party name |
domain | Party domain |
industry | Party industry |
phone | Party phone |
city | Party city |
state | Party state |
country | Party country |
| HubSpot field | Exante field |
|---|
firstname + lastname | Contact name |
email | Contact email |
phone | Contact phone |
jobtitle | Contact title |
| Associated company | Parent party |
Deals
HubSpot deals are synced into Exante documents.
| HubSpot field | Exante field |
|---|
dealname | Document title / deal name |
amount | Deal amount |
dealstage | Deal stage |
hubspot_owner_id | Deal owner reference |
| Associated company | Related party context |
Any HubSpot deal association makes a company eligible for sync, regardless of stage. Existing closed-won behavior is still preserved for the downstream work-task flow that Exante already runs when a deal reaches closedwon.
Sync behavior
| Mechanism | What it does |
|---|
| Initial sync | Imports deals first, then only the companies associated with those deals, then the contacts for those companies |
| Webhooks | Processes create, update, delete, merge, and association-change events in near real time, while skipping prospect companies and contacts that do not qualify through a deal |
| Polling safety net | Checks for changed HubSpot records every 15 minutes, but only re-enqueues company updates for companies that were already synced through a deal |
Sync options
deal_stages lets clients limit the sync to specific HubSpot deal stage IDs.mode: "full" creates Exante Documents, Parties, and Contacts.mode: "catalog_only" stores discovered deals, companies, and contacts in ExternalObjectCatalog without creating internal Exante objects.
