HubSpot Integration Guide
Last updated: March 6, 2026
Overview
Sync application and contract lifecycle to HubSpot deals and pipelines.
Adding the app (required)
- Sign in to Pointerly.
- Open Dashboard > Integrations.
- Open HubSpot.
- Click Connect.
- Complete provider authorization and grant requested permissions.
- Return to Pointerly and confirm status is Connected.
Need help with setup? Go to troubleshooting or contact support@pointerly.com.
Usage (required)
Map CRM lifecycle with HubSpot
Use case: Sync application and contract lifecycle to CRM entities and stages.
Prerequisites:
- HubSpot connected
- Pipeline/stage mapping configured
- Open provider configuration in Integrations.
- Set default pipeline and stage mappings.
- Enable lifecycle sync toggles and save.
Removing the app (required)
Disconnect from Pointerly
- Open Dashboard > Integrations > HubSpot.
- Click Disconnect.
Remove from provider account
- Open HubSpot connected apps/integrations settings.
- Remove or revoke Pointerly app access.
Deauthorization implications
- Integration state is set to disconnected in Pointerly.
- Stored OAuth token fields are cleared.
- Provider API actions are blocked until reconnect.
Troubleshooting
OAuth connect fails
- Retry connection from Dashboard > Integrations.
- Confirm you are authorizing the intended provider account.
- Verify team has required plan/add-on entitlement for this provider.
Permission or scope errors
- Reconnect the integration and approve requested scopes.
- Check provider settings to ensure required account-level permissions are granted.