Connect HubSpot
Connect HubSpot
Click Connect HubSpot. A HubSpot OAuth window will open — sign in with the HubSpot account that has admin access to your portal.
You need Super Admin or CRM admin access in HubSpot to authorize the integration. If you see a permissions error, ask your HubSpot admin to complete this step.
What syncs
Topo syncs contacts, companies, and engagement activities bidirectionally with HubSpot. Here’s a summary of each sync direction.Contacts
When Topo creates or enriches a contact, it is pushed to HubSpot. Updates made in HubSpot (name changes, email corrections) are pulled back into Topo on the next sync cycle.
Companies
Company records associated with your contacts are synced to HubSpot accounts. Enrichment data (industry, headcount, website) is included.
Engagement Activities
Emails sent, email opens, link clicks, replies, LinkedIn messages, invitations, and hot-lead alerts can each be pushed to HubSpot as engagement notes on the contact record.
Owner Assignment
When you assign a lead to a team member in Topo, the contact owner field in HubSpot is updated to the mapped HubSpot user automatically.
Activity sync settings
You can control precisely which Topo events are pushed to HubSpot. Go to Settings → Organization → Integrations → HubSpot → Advanced Settings → Activity Sync.Outbound activities
Toggle Sync outbound activities to enable or disable all outbound event syncing. When enabled, you can select individual event types:| Event | What it captures |
|---|---|
| Emails sent | Every outbound email Topo sends on your behalf |
| LinkedIn messages sent | Direct messages sent through your LinkedIn account |
| LinkedIn invitations sent | Connection requests sent to prospects |
| Manual actions | Logged manual tasks (calls, manual emails) |
Inbound activities
Toggle Sync inbound activities to enable or disable all inbound event syncing. When enabled, select the specific events you want logged: Email- Replies
- Opens
- Link clicks
- Replies
- Opens
- Invitations accepted
- Hot-lead alerts (triggered when a contact reaches a high engagement threshold)
Reply categories
When at least one reply event type is enabled, you can further filter which reply categories are synced to HubSpot:- Positive — interested responses
- Negative — not interested responses
- Neutral — general replies
- Out of office — auto-replies and OOO messages
- Bounced — delivery failures
Owner sync
Owner sync ensures that when a lead is assigned to a team member in Topo, the corresponding HubSpot contact owner is updated automatically.Map team members to HubSpot users
Review the mapping table
Topo lists every HubSpot user it found in your portal alongside their mapping status. Unmapped users are flagged for your attention.
Assign a Topo team member
For each HubSpot user, choose the matching Topo team member from the dropdown. If a person appears in both systems under the same email, Topo may pre-fill the mapping automatically.
Click Refresh in the Owner Mapping panel to pull the latest list of HubSpot users. This is useful when new reps have been added to your HubSpot portal since you first connected.
Import from HubSpot
You can build contact or company lists for Topo campaigns by pulling records directly from HubSpot.Start a new campaign or lead search
Open an existing campaign or create a new one. In the Leads section, click Import from CRM.
Select a HubSpot list
Browse or search your HubSpot static and active lists. Select the list you want to import.
Review and confirm
Topo shows you a preview of the records that will be imported. Contacts that already exist in Topo are matched to their existing records — no duplicates are created.
Troubleshooting
A contact isn't syncing to HubSpot
A contact isn't syncing to HubSpot
Check the following in order:
- Activity sync is enabled — go to Settings → Integrations → HubSpot → Advanced Settings → Activity Sync and confirm the relevant event type is toggled on.
- The contact has an email address — Topo uses email as the primary match key when linking records to HubSpot. Contacts without a verified email may not sync.
- Your HubSpot connection is active — on the Integrations page, confirm HubSpot shows a green Connected status. If it shows a warning, click Reconnect and re-authorize.
- Sync outbound / inbound is on — the master direction toggles must be enabled for any child events to sync.
Owner mapping shows a user as 'Stale' or 'Unmapped'
Owner mapping shows a user as 'Stale' or 'Unmapped'
Stale means the HubSpot user was mapped previously but their account has since changed (e.g., email update or deactivation). Unmapped means Topo found a HubSpot user with no corresponding Topo team member assigned.Open the Owner Mapping panel, click Refresh to pull the latest HubSpot users, then reassign or remove the mapping as needed.
I connected the wrong HubSpot portal
I connected the wrong HubSpot portal
Go to Settings → Organization → Integrations → HubSpot → Delete Integration. This removes the connection without deleting any data on either side. You can then reconnect using the correct HubSpot account.