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Connect your HubSpot account to give Hazel access to your contacts, households, tasks, and notes. With a bidirectional sync, updates made in Hazel appear in your CRM, and changes in your CRM are reflected back in Hazel, keeping your data consistent and up to date across both platforms.
Hazel does not import existing roles and permissions from your CRM. It is up to the Owner to edit household permissions for the organization. Learn more about editing household permissions.

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HubSpot Sync Summary

The HubSpot integration provides a bi-directional sync for: Tasks, Notes, Contacts, and Households. Hazel instantaneously syncs data to HubSpot, and HubSpot syncs data every 60 minutes to Hazel. Upon the initial sync, Hazel aims to provide a complete backfill of historical data based on HubSpot sync guidelines and imports all contacts with no filters applied.
Have questions about the HubSpot integration? Reach out to support@hazel.ai for more information.