About HubSpot Integration

In addition to the Magentrix platform's native CRM functionality, Magentrix integrates with HubSpot. The integration brings your HubSpot Companies, Contacts, and Deals into Magentrix as standard Magentrix entities and keeps them synchronized so partners and internal teams can work with the same data on either platform.

Supported Objects

The HubSpot integration supports the following standard HubSpot objects:

• HubSpot Company is mapped to the Magentrix Account entity.
• HubSpot Contact is mapped to the Magentrix Contact entity.
• HubSpot Deal is mapped to the Magentrix Opportunity entity.

HubSpot Tickets and HubSpot custom objects are not currently supported. Owner relationships are preserved through a HubSpot User ID field that Magentrix adds to the User entity during activation.

Bidirectional Synchronization

Once the HubSpot integration is configured and activated, Magentrix synchronizes bidirectionally with imported HubSpot records. When a change is made to an imported record in Magentrix, the change is first written to HubSpot. Magentrix then confirms that HubSpot accepted the change before updating the local copy. This keeps both platforms consistent without double entry.

Scheduled Synchronization

After activation, HubSpot records are kept in sync through Scheduled Jobs. Scheduled Jobs control how frequently Magentrix connects with HubSpot to verify records, allowing you to optimize the number of API calls that Magentrix makes to HubSpot. See Scheduled Jobs for more information.

OAuth2 Authentication

Magentrix connects to HubSpot using OAuth2. Authorization is initiated from a personalized link that Magentrix sends to your team. After your team completes the HubSpot authorization, Magentrix retains the refresh token and uses it to obtain access tokens automatically as needed, so the connection remains active without administrator intervention. See Authorizing HubSpot for Your Magentrix Portal for the full authorization flow.

Field Mapping

HubSpot field mapping in Magentrix is configured per entity through a dedicated Field Mappings dialog. Standard HubSpot properties are mapped to standard Magentrix fields by default, and additional HubSpot properties can be mapped to existing Magentrix fields or auto-created as new custom fields. HubSpot picklist values are imported automatically. See Activating and Mapping HubSpot Entities for details.

Merge Handling

When Companies or Contacts are merged in HubSpot, Magentrix detects the merge during the next Scheduled Job run, updates lookup references on related Magentrix records to point to the surviving HubSpot record, and removes the secondary record. See HubSpot Object Merge Handling for details.

HubSpot Integration Checklist >>