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Import HubSpot and sync meetings

Compare source data and local edits before confirming.

Updated 12 October 2026

Before you begin

Connect a HubSpot private app with the required permissions. The demo uses fictional CRM data; real accounts need testing.

Steps to follow

  1. Open CRM, select field mappings and fetch an import proposal. Select contacts and inspect differences.
  2. Resolve conflicts and confirm. Check list, source and history; opt-outs still matter.
  3. Open a Calendar meeting and choose HubSpot handoff. Compare values and confirm the changes.

What you will see

Import and meeting links are saved. Later handoffs use the same confirmed CRM record.

If something goes wrong

Uncertain handoff? Find the existing record and follow recovery checks. Do not create a second meeting blindly; continuous automatic sync is not available yet.

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