HubSpot

The HubSpot integration keeps supported Tiquo CRM records aligned with a HubSpot account without manual exports.

What the integration synchronizes

Tiquo stores the HubSpot record ID for each linked record and uses it for later updates. Map custom HubSpot properties to organization-specific Tiquo fields.

HubSpot commerce subscriptions are imported read-only. See HubSpot subscriptions.

Before you begin

Connect HubSpot

1. In Tiquo, open Settings > Integrations.
2. Find HubSpot and select Connect.
3. Sign in to HubSpot and select the HubSpot account to connect.
4. Review the requested CRM permissions.
5. Select Connect app.
6. Return to Tiquo and open HubSpot > Settings.

HubSpot lists Business Units access as optional. You can approve it or leave it: a HubSpot account that doesn't use Business Units can still connect.

Start the connection from Tiquo. Do not try to install Tiquo from the HubSpot Marketplace page: the Tiquo connection is created through this authorization flow. If HubSpot displays an unverified-app warning while Marketplace review is pending, confirm that the app is named Tiquo, is provided by Tiquo, and asks for the expected CRM permissions before continuing.

Configure and use HubSpot in Tiquo

1. Under Data flow, enable either or both directions:
   • HubSpot to Tiquo imports contacts, companies, deals, and commerce subscriptions.
   • Tiquo to HubSpot sends customers, companies, and enquiries.
2. Optional: add Inbound sync filters to limit which HubSpot records come into Tiquo.
3. Select the HubSpot deal pipeline used for Tiquo enquiries.
4. Map the HubSpot stages that represent open, won, and lost enquiries.
5. Optional: map custom HubSpot properties to Tiquo customer, company, or enquiry fields.
6. Choose which version wins conflicts: HubSpot, Tiquo, or the newest update.
7. Select Start two-way sync, Start HubSpot import, or Start Tiquo export, depending on the directions you turned on. Later changes are saved with Save changes.

Standard names, email addresses, telephone numbers, company fields, and Tiquo identity properties are handled automatically. Add custom mappings only for fields specific to your organization.

Inbound sync filters

Without filters, every HubSpot contact, company, and deal is eligible to come into Tiquo. To import only some of them, select Add inbound filter under Inbound sync filters, then choose:

• HubSpot object: Contact, Company, or Deal.
• Property: the HubSpot property to check.
• Condition:
  • Is any of matches records with any of the chosen values.
  • Has all of matches records that have every chosen value. It is offered only for multiple-choice properties, which can hold several values.
  • Has any value matches records where the property is filled in, whatever the value. Records where it is empty are left out.
• Values: the values to match, for Is any of and Has all of.

When an object has more than one filter, choose under When an object has several filters whether a record must pass every filter (Match all filters) or just one of them (Match any filter). For example, match all to import contacts whose Brand is Brand A and whose Lifecycle stage is Customer, or match any to import contacts that have a country or a city.

You can add up to 20 filters. After you save changed filters, the next sync rechecks every record. Records that no longer match leave the synchronized dataset.

HubSpot subscriptions

With HubSpot to Tiquo on, Tiquo imports HubSpot commerce subscriptions read-only and attaches each one to its associated customer or company. They stay managed in HubSpot.

On a customer or company profile, the memberships area has a HubSpot subscriptions section with a card for each subscription, showing its name, billing frequency, start date and status (Active, Past due, Canceled, Expired or Scheduled). When HubSpot provides them, the card also shows the next payment, when it is due, and the last payment. Select a card to open the subscription in HubSpot.

In the Companies list, the membership column shows a company's active HubSpot subscriptions next to its Tiquo memberships, so you can see them without opening each company.

Restore subscription access

A connection made before Tiquo imported subscriptions may not have permission to read them. If the subscriptions import fails, Data flow health shows Restore HubSpot subscription access:

1. Select 1. Refresh HubSpot access and approve the connection in HubSpot again. This reauthorizes the same connection without stopping contact, company, or deal syncs, and keeps their progress.
2. Select 2. Check HubSpot now. Tiquo rereads the full subscription list and fills in anything it missed.

Refreshing access is part of managing the connection, so if you can't refresh it yourself, contact your Tiquo account contact or support team.

Connected account

The integration settings show the HubSpot account connected to Tiquo. Check the account name and HubSpot account ID before changing mappings or starting an initial sync. This is especially important when the same Tiquo team has access to several HubSpot accounts.

Initial sync and duplicate handling

After the connection and mappings are saved, the first inbound run imports the supported HubSpot records available to the connected account. The settings page shows the current stage of this initial sync. When outbound customer data is enabled, Tiquo can also run a restartable export of existing Tiquo customers.

The initial sync can take time on a large account. Do not disconnect or replace the connection because the progress indicator has not moved immediately. Open Data flow health first and check whether work is queued, running, complete, or failed.

Tiquo reuses stable external links and supported identity matches, then updates linked records on later syncs. Review unlinked records before combining them. Tiquo does not merge unrelated people based only on a similar name.

Monitor, open, or disconnect records

Open Data flow health to review each record type, see queued or failed outbound updates, select Retry failed deliveries, and start an existing-customer export. Manual checks and recovery has Check HubSpot now, which runs one extra import check without changing the schedule. The direction icons show whether each data flow imports from HubSpot or exports from Tiquo.

When a Tiquo customer is linked to HubSpot, their customer profile displays a HubSpot link. Select it to open the matching contact in HubSpot.

Refreshing or reconnecting the same HubSpot account keeps the existing links, so profile links and subscription cards keep working and records aren't duplicated.

Disconnect HubSpot from the integration's Settings in Tiquo. Existing records remain in both systems. To remove the app in HubSpot as well, open HubSpot Settings > Integrations > Connected Apps, open the actions menu for Tiquo, and select Uninstall.

For help, contact support@tiquo.co.