HubSpot - AmpUp Documentation

Connect your HubSpot CRM to AmpUp to sync contacts, companies, deals, and engagement data. AmpUp uses this data to provide context-aware coaching and track the impact of improved sales behaviors on your pipeline.

Prerequisites

Before connecting HubSpot, ensure you have:

HubSpot Super Admin or Admin access

Sales Hub Professional or Enterprise (for full features)

AmpUp admin access for your organization

HubSpot Client ID and Client Secret (see Create a HubSpot App below)

These credentials are required to establish a secure link between HubSpot and AmpUp. Once connected, your data will be encrypted in transit and at rest, and synced periodically to keep AmpUp up to date with your latest CRM data.

Create a HubSpot App

Before connecting HubSpot to AmpUp, you’ll need to create a HubSpot app to obtain your Client ID and Client Secret. There are two methods depending on when your HubSpot developer account was created.

Legacy Apps (Accounts after Sept 2025)
New Project Apps (Recommended)
Legacy Apps (Accounts before Sept 2025)

For developer accounts created after September 2025, use this method.

Navigate to Legacy Apps

Log into your HubSpot developer account and go to Development → Legacy apps.

Create a Legacy App

Click Create → select Public.

Create legacy app — Create a legacy public app

Configure the app

Enter a name for your public app, then go to the Auth tab.Add this redirect URL:

https://api.withampersand.com/callbacks/v1/oauth

Click Create app.

Add scopes

Go to the Scopes section, click Add new scope, and add the following scopes:

oauth
crm.objects.contacts.read
crm.objects.contacts.write
crm.objects.companies.read
crm.objects.companies.write
crm.objects.deals.read
crm.objects.deals.write
crm.objects.owners.read
crm.objects.meetings.read
crm.objects.notes.read
crm.objects.tasks.write
crm.schemas.contacts.read
crm.schemas.companies.read
crm.schemas.deals.read
sales-email-read

Copy your credentials

Copy the Client ID and Client Secret from the Auth tab.

This method uses the HubSpot CLI to create a new project-based app. This is the recommended approach for all new HubSpot apps.

New Project Apps are limited to 25 installs until listed on the HubSpot Marketplace.

Install HubSpot CLI

Open your terminal and install the HubSpot CLI:

npm install -g @hubspot/cli

Authenticate with HubSpot

Run the authentication command and select the option to open HubSpot in your browser to generate a personal access key:

hs account auth

HubSpot CLI account auth — HubSpot CLI authentication prompt

If you already have a personal access key, select Enter existing personal access key and skip to Step 5.

Select your developer account

If you have multiple HubSpot accounts, make sure to select your developer account.

Create and copy your Personal Access Key

In the browser, create a new Personal Access Key and copy it.

Create Personal Access Key — Creating a Personal Access Key in HubSpot

Paste the key in terminal

Return to your terminal, paste the key, and press Enter.

Paste access key in terminal — Pasting the access key in terminal

Create a new project

Run the following command to create a new HubSpot project:

hs project create --name your-project-name --project-base app --distribution marketplace --auth oauth --features

Configure OAuth settings

Open the created project folder and edit src/app/app-hsmeta.json. Replace the auth section with the following:

{
  "auth": {
    "type": "oauth",
    "redirectUrls": ["https://api.withampersand.com/callbacks/v1/oauth"],
    "requiredScopes": [
      "oauth",
      "crm.objects.contacts.read",
      "crm.objects.contacts.write",
      "crm.objects.companies.read",
      "crm.objects.companies.write",
      "crm.objects.deals.read",
      "crm.objects.deals.write",
      "crm.objects.owners.read",
      "crm.objects.meetings.read",
      "crm.objects.notes.read",
      "crm.objects.tasks.write",
      "crm.schemas.contacts.read",
      "crm.schemas.companies.read",
      "crm.schemas.deals.read",
      "sales-email-read"
    ],
    "optionalScopes": [],
    "conditionallyRequiredScopes": []
  }
}

The scopes above include write access for contacts, companies, and deals to support write-back features like logging call summaries and action items.

Deploy the project

Upload the project to HubSpot:

hs project upload

Select yes when prompted to create the new project.

Deploy HubSpot project — Deploying the HubSpot project

Accept the Acceptable Use Policy

Navigate to the Development tab in your HubSpot portal.

Select your project.

Click on the app in the Project Components section.

Go to the Distribution tab, click Begin Publishing, and complete the Acceptable Use Policy step.

Accept Acceptable Use Policy — Accept the Acceptable Use Policy

Copy your credentials

Go to the Auth tab of your app. Copy the Client ID and Client Secret — you’ll need these when connecting HubSpot in AmpUp.

HubSpot Auth credentials — HubSpot Auth tab with credentials

For developer accounts created before September 2025, use this method.

Create an app

Log into your HubSpot Developer Dashboard and click Create an app.

Create app in HubSpot — Create a new app in HubSpot

Configure Auth settings

Enter a name for your public app, then navigate to the Auth tab.Add this redirect URL:

https://api.withampersand.com/callbacks/v1/oauth

Click Create app.

Add scopes

Go to the Scopes tab and add the following scopes:

oauth
crm.objects.contacts.read
crm.objects.contacts.write
crm.objects.companies.read
crm.objects.companies.write
crm.objects.deals.read
crm.objects.deals.write
crm.objects.owners.read
crm.objects.meetings.read
crm.objects.notes.read
crm.objects.tasks.write
crm.schemas.contacts.read
crm.schemas.companies.read
crm.schemas.deals.read
sales-email-read

Copy your credentials

Copy the Client ID and Client Secret from the Auth tab.

What Data Syncs

From HubSpot to AmpUp

Object	Fields Synced
Companies	Name, domain, industry, size, revenue, description
Contacts	Name, email, phone, title, company association
Deals	Name, stage, amount, close date, associated contacts
Engagements	Calls, emails, meetings, notes
Owners	Name, email, team assignment

From AmpUp to HubSpot

Data Type	Description
Meeting Notes	AI-generated call summaries as engagements
Activity Logging	Coaching sessions logged to contact timeline
Deal Updates	Next steps and action items

Connect HubSpot

Navigate to Integrations

In AmpUp, go to Settings → Integrations → HubSpot.

Enter Provider Credentials

Click the Connect HubSpot button. AmpUp will prompt you to enter the Client ID and Client Secret from the HubSpot app you created above. AmpUp securely stores these credentials and uses them to establish the OAuth connection.

Configure HubSpot Integration dialog — HubSpot Configuration

Authorize with HubSpot

After entering your credentials, you’ll be redirected to HubSpot. Sign in with your admin credentials.

Select Your Portal

If you have access to multiple HubSpot portals, select the one you want to connect.

Authorize AmpUp

Review the permissions and click Connect app.AmpUp requests these scopes:

oauth - OAuth authentication
crm.objects.contacts.read - Read contacts
crm.objects.contacts.write - Write contacts
crm.objects.companies.read - Read companies
crm.objects.companies.write - Write companies
crm.objects.deals.read - Read deals
crm.objects.deals.write - Write deals
crm.objects.owners.read - Read owners
crm.objects.meetings.read - Read meetings
crm.objects.notes.read - Read notes
crm.objects.tasks.write - Create tasks (action items, follow-ups)
crm.schemas.contacts.read - Read contact schemas
crm.schemas.companies.read - Read company schemas
crm.schemas.deals.read - Read deal schemas
sales-email-read - Read email engagements

Configure Sync

Choose sync settings:

Objects to sync
Teams to include
Write-back preferences

Initial Sync

AmpUp imports your HubSpot data. This typically takes 1-3 hours.

Configuration Options

After connecting, you’ll see the field mapping interface where you can configure which data syncs between HubSpot and AmpUp.

HubSpot field mapping configuration — HubSpot Field Mapping

Object Selection

Choose which HubSpot objects to sync:

Object	Purpose	Recommended
Companies	Account context	✅ Yes
Contacts	Meeting participants	✅ Yes
Deals	Pipeline tracking	✅ Yes
Engagements	Activity history	Optional

Pipeline Mapping

Map your HubSpot deal pipelines to AmpUp:

Go to Settings → Integrations → HubSpot → Pipelines
Select which pipelines to track
Map stages to AmpUp’s sales phases

Custom Properties

Sync custom HubSpot properties:

Go to Settings → Integrations → HubSpot → Custom Fields
Click Add Property
Select the HubSpot property and AmpUp destination

Write-back Configuration

Control what AmpUp writes to HubSpot:

Feature	Options	Default
Call Summaries	Create note, create engagement, disabled	Note
Action Items	Create task, add to note, disabled	Task
Coaching Scores	Custom property, disabled	Disabled

Write-back requires additional HubSpot permissions. You’ll be prompted to authorize if needed.

Sync Status & Troubleshooting

Check Sync Status

View status at Settings → Integrations → HubSpot → Status.

Status	Meaning
✅ Connected	Active and syncing
🔄 Syncing	Sync in progress
⚠️ Limited	Some objects not syncing
❌ Error	Connection issue

Common Issues

Missing contacts or companies

Verify your HubSpot user has access to the records
Check if records are in an excluded pipeline or list
Archived records are not synced by default

Sync delays

HubSpot rate limits may slow large syncs
Initial sync can take several hours for large portals
Real-time sync applies after initial import completes

Permission errors

Ensure you’re connecting with a Super Admin account
Some features require Sales Hub Professional or higher
Check your HubSpot user permissions

Write-back not working

Verify write permissions were granted during setup
Check that the connected user can create the object type
Review HubSpot workflow conflicts

Disconnect HubSpot

To remove the integration:

Go to Settings → Integrations → HubSpot
Click Disconnect
Confirm disconnection

You can also revoke access from HubSpot:

In HubSpot, go to Settings → Integrations → Connected Apps
Find AmpUp and click Uninstall

FAQ

Can I connect multiple CRMs (Salesforce, HubSpot, Dynamics 365)?

We recommend connecting only one CRM to avoid data conflicts. If you use multiple, choose your primary system of record.

What HubSpot plans are supported?

AmpUp works with all HubSpot plans. Some features like engagement sync require Sales Hub Professional or Enterprise.

How do I sync custom objects?

Custom object sync is available on Enterprise plans. Contact support@ampup.ai to enable.

Can I sync marketing data?

Currently, AmpUp syncs Sales Hub data only. Marketing Hub integration is on our roadmap.

​Prerequisites

​Create a HubSpot App

​What Data Syncs

​From HubSpot to AmpUp

​From AmpUp to HubSpot

​Connect HubSpot

​Configuration Options

​Object Selection

​Pipeline Mapping

​Custom Properties

​Write-back Configuration

​Sync Status & Troubleshooting

​Check Sync Status

​Common Issues

​Disconnect HubSpot

​FAQ

Prerequisites

Create a HubSpot App

What Data Syncs

From HubSpot to AmpUp

From AmpUp to HubSpot

Connect HubSpot

Configuration Options

Object Selection

Pipeline Mapping

Custom Properties

Write-back Configuration

Sync Status & Troubleshooting

Check Sync Status

Common Issues

Disconnect HubSpot

FAQ