HubSpot CRM Sync

Portal ID: 243755888

14 items pending sync to HubSpot

Click "Sync All" to synchronize all pending items

New Accounts

User Entity

Synced
All records up to date

Consultation Leads

ConsultationRequest Entity

4 pending
4 records need syncing

Client Registrations

ClientRegistration Entity

Synced
All records up to date

Bookings

Booking Entity

3 pending
3 records need syncing

Properties

Property Entity

5 pending
5 records need syncing

Appointments

Appointment Entity

2 pending
2 records need syncing

Add-Ons

AddOnService Entity

Synced
All records up to date

Support Tickets

SupportTicket Entity

Synced
All records up to date

Reviews

Review Entity

Synced
All records up to date

Testimonials

Testimonial Entity

Synced
All records up to date

Automated Sync Schedules

SimpleCleanz Daily HubSpot Sync

Active

hourly • 5 entities

Next Run:12/31/2025, 12:17:21 AM
Success Rate:N/A
Last: pending

What Gets Synced to HubSpot

  • • Consultation Leads: Creates contacts with lead status and consultation details
  • • Client Registrations: Creates contacts with registration information
  • • New Accounts: Creates contacts and initial deals
  • • Properties: Creates deals with property details
  • • Appointments: Creates tasks and timeline events
  • • Add-Ons: Creates line items on deals
  • • Support Tickets: Creates HubSpot tickets
  • • Reviews: Adds to contact timeline with ratings

Setup Required

To enable HubSpot sync, complete these steps:

  1. Enable Backend Functions in Dashboard → Settings
  2. Create a Private App in HubSpot (Settings → Integrations → Private Apps)
  3. Grant these scopes: crm.objects.*, crm.schemas.*
  4. Copy the access token and add it as secret HUBSPOT_API_KEY in Dashboard → Settings → Secrets
  5. Return here and click "Sync All" to start syncing

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