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HubSpot CRM Integration

ZipTier integrates with HubSpot CRM to automatically push high-intent leads captured by your AI assistants directly into your HubSpot contacts. This guide walks you through connecting your HubSpot account, configuring field mappings, testing the integration, and monitoring sync activity.

Connecting Your HubSpot Account

Step 1: Open CRM Settings

Click your profile avatar in the top-right corner of any page and select Settings. In the Settings sidebar, expand CRM Integration — you'll see HubSpot listed as a sub-section with three items: Connection, Field Mapping, and Activity Log. Click Connection to get started.

CRM Integration Connection page with Connect to HubSpot button

Step 2: Authorize with HubSpot

Click Connect to HubSpot. You'll be redirected to HubSpot's authorization page where you need to:

Select the HubSpot account you want to connect (if you have multiple accounts).

HubSpot account selection page — select your HubSpot account to connect with ZipTier

Review the permissions ZipTier needs and click Connect app.

HubSpot permissions review page — review and approve the permissions ZipTier requires

Required Permissions

Permission	Why It's Needed
Manage and view your CRM data	Allows ZipTier to create new contacts and update existing ones with lead information from AI assistant conversations.
Basic HubSpot account information	Allows ZipTier to verify the connected account and display your portal details in the Settings page.

In addition to these app-level permissions, the HubSpot user performing the connection must have the App Marketplace Access permission to install apps on the account. This permission is granted by default to Super Admins in HubSpot.

Getting an "insufficient permissions" error? If you're in a Standard user role in HubSpot, you may not have permission to install apps. Contact your HubSpot Super Admin and ask them to either:

Grant you the App Marketplace Access permission, or
Perform the ZipTier connection on your behalf from the Settings page

Step 3: Confirmation

After authorizing, you'll be redirected back to ZipTier and see a confirmation dialog indicating that HubSpot is now connected.

Next step required: Click Configure Field Mappings to set up how ZipTier lead data maps to your HubSpot contact properties. Lead sync will not work until field mappings are configured.

Field Mapping

Field mappings define how lead attributes captured by ZipTier (name, email, company, etc.) correspond to contact properties in your HubSpot CRM. Navigate to Settings > CRM Integration > Field Mapping.

Available Fields

ZipTier Field	Default HubSpot Property	Required	Description
First Name	`firstname`	Yes	Prospect's first name as provided during the conversation
Last Name	`lastname`	Yes	Prospect's last name
Email	`email`	Yes	Contact email captured during the high-intent conversation
Company	`company`	No	Company name if mentioned during the conversation
Job Title	`jobtitle`	No	Role or title if mentioned (Authority signal)
Phone	`phone`	No	Phone number if provided
Country	`country`	No	Country based on visitor information
Conversation Summary	`hs_chat_assistant_summary`	No	AI-generated summary of the conversation including key topics and intent signals

Required mappings are pre-configured and locked. Optional fields can be mapped to any HubSpot contact property from the dropdown, or set to Do not map if you don't want to sync that field.

Custom Properties

The HubSpot property dropdown includes all standard and custom contact properties from your HubSpot account. If you've created custom properties in HubSpot (e.g., lead_source, chat_campaign), they will appear in the dropdown and can be mapped to ZipTier fields.

Existing Contacts

Note: When a lead's email matches an existing contact in HubSpot, ZipTier will update the existing contact rather than creating a duplicate. The AI Assistant conversation will be logged as a note on their timeline.

Actions

Save Mappings — saves your current field mapping configuration and activates lead sync.
Reset to Defaults — restores all mappings to their default HubSpot properties.
Send Test Leads — pushes a sample test lead to your HubSpot to verify the integration is working correctly. Check your HubSpot contacts after sending to confirm the data appears as expected.

Activity Log

The Activity Log provides a real-time view of all lead sync activity between ZipTier and your HubSpot CRM. Navigate to Settings > CRM Integration > Activity Log.

Activity Types

Type	Description
Sync Success	A lead was successfully created or updated in HubSpot.
Sync Failed	A lead failed to sync. Common causes: expired token, missing required fields, HubSpot API limits.

Click Refresh to load the latest activity entries.

Disconnecting HubSpot

To disconnect your HubSpot account, go to Settings > CRM Integration > Connection and click Disconnect in the danger zone at the bottom of the page.

What happens when you disconnect:

New high-intent leads will stop syncing to HubSpot.
Existing contacts in HubSpot are not affected or deleted.
You will continue to receive lead alerts via email.
You can reconnect at any time by clicking Connect to HubSpot again.

Troubleshooting

Leads are not syncing

Verify that your HubSpot connection shows Connected status in Settings.
Check that field mappings are saved — lead sync won't work without configured mappings.
Review the Activity Log for error messages.
Ensure your HubSpot account has not exceeded its API rate limits.

Connection shows "Not Connected" after it was previously connected

Your HubSpot authorization may have expired. Click Connect to HubSpot to re-authorize.
Check if a HubSpot admin revoked the ZipTier app's access in HubSpot settings.

Duplicate contacts in HubSpot

ZipTier matches on email address. If the same prospect uses different email addresses across conversations, separate contacts will be created.
Use HubSpot's built-in duplicate management tools to merge contacts if needed.