Table of contents
HubSpot Integration Overview
The HubSpot integration brings CRM, Sales, Service, and Engagement activity into the WorkSights timeline. When mapped users create or update records in HubSpot, WorkSights receives those events and displays them as structured timeline entries.
For connection steps, see HubSpot Setup.
How HubSpot Data Appears
When a contact, company, deal, or ticket is created or updated in HubSpot, WorkSights receives an event for that change and posts it to the activity timeline within approximately 20 minutes. Each entry includes a short description of what changed, for example:
- Updated HubSpot contact field
- Created HubSpot company
- Created HubSpot deal
If several fields change at the same moment, WorkSights groups them into a single consolidated entry rather than posting multiple items at the same timestamp. Where available, entries include object details such as deal names, ticket subjects, task names, email subjects, call direction, and meeting subjects.
HubSpot activity uses WorkSights's existing activity categories (Email, Meeting, File, Task, Ticket, Default) and follows the standard purple HubSpot color coding.
What WorkSights Receives
WorkSights supports four HubSpot feature areas:
CRM: Contacts and companies. WorkSights logs new records, field updates, and associated changes.
Sales: Deal creation and changes to deal properties or pipeline stages.
Service: New tickets and changes to fields such as priority, status, or pipeline stage.
Engagement: Notes, emails, calls, and tasks. These appear in sequence so teams can follow the full thread of work happening in HubSpot.
Integration Page Overview
The HubSpot integration page contains four tabs:
- Overview: connection details and integration owner
- Users: HubSpot accounts mapped automatically by email
- Features: visibility controls for CRM, Sales, Service, and Engagement
- Connections: connected HubSpot accounts
Data Notes
WorkSights only receives the events HubSpot's API provides for the connected account. Bulk imports from HubSpot (CSV uploads) are automatically filtered out and will not appear in WorkSights.
All HubSpot data in WorkSights follows HubSpot's own permission model. WorkSights cannot access anything the authenticated HubSpot user does not have access to in HubSpot.
Troubleshooting
If HubSpot activity is not appearing as expected:
- Confirm the correct HubSpot account is connected in Settings under Connected Services.
- Check that the affected user is mapped by email in the Users tab of the HubSpot integration page.
- Confirm the relevant feature areas (CRM, Sales, Service, Engagement) are enabled in the Features tab.
- HubSpot events are processed within approximately 20 minutes of occurring. If a recent action is missing, allow time for the next processing window.
- Reconnecting the integration typically resolves expired tokens or permission changes.
- For persistent issues, contact support via the in-app chat.