There's a newer HubSpot sync, and it works both ways. Your Clarify edits flow back to HubSpot, Rep sets up the mapping with you in a chat, and custom objects come along too. It's replacing this connector.
To switch, open the HubSpot (Legacy) tile and click Join the waitlist. Workspaces already on this connector move over first. See HubSpot two-way sync.
The HubSpot (Legacy) connector brings your HubSpot contacts, companies, and deals into Clarify and keeps them up to date as they change in HubSpot.
This connector is only available in workspaces that already use it. In other workspaces, admins see the new HubSpot tile instead, where you can join the waitlist for the two-way sync.
What gets synced
Clarify syncs the following by default:
Contacts/People: names, email addresses, and custom fields
Companies: company names, domains, descriptions, and custom fields
Deals: names, amounts, stages, close dates, and custom fields (optional)
Relationships: a contact's company, a deal's company, and a deal's contacts
For a full list of what gets synced by default, look at the bottom of this page.
How the sync works
One-way synchronization
Changes made in HubSpot update Clarify automatically.
Deleting a contact, company, or deal in HubSpot deletes the matching record in Clarify.
Edits made in Clarify don't sync back to HubSpot. (The two-way sync does.)
A newer Clarify edit isn't overwritten by an older HubSpot change. Clarify only applies a HubSpot update when it's more recent than the record's last change in Clarify. The check covers the whole record, so a Clarify edit to any field holds back HubSpot's changes to that record until it changes again in HubSpot.
Complete data history
Initial setup imports your historical HubSpot data.
Ongoing updates keep Clarify in sync with HubSpot changes.
Field mapping
Standard fields are mapped automatically.
Custom fields can be mapped to Clarify fields that already exist.
Setting up your integration
Only workspace admins can connect or manage this connector.
Before you start, create custom fields in Clarify for the HubSpot fields you need. The mapping step only lists fields that already exist in Clarify.
In the left sidebar, open Connectors.
Click the HubSpot (Legacy) tile under Team.
Follow the steps to grant Clarify permission in HubSpot.
Choose which objects to sync and map your custom fields. Contacts' history imports only when companies are selected too, and deals' only when both companies and contacts are.
Save your configuration to start the sync.
Sync timing
Fast updates (usually within seconds)
Key fields update quickly when they change in HubSpot:
Contacts: email, additional emails, first and last name
Companies: domain, additional domains, name, description
Deals: name, description, close date, amount, stage
Everything else
Changes to other fields can take up to 10 minutes to appear.
The initial import can take several hours, depending on how much data you have.
Working with synced data
Dropdown fields
When you map a dropdown field, HubSpot and Clarify need the same number of options, and each HubSpot option maps to one Clarify option.
A HubSpot value that isn't mapped and doesn't exactly match a Clarify option name is skipped.
Multi-select fields receive a single value.
Identifying synced records
Clarify stores each synced record's HubSpot ID and uses it to match future updates.
Known limitations
One company per deal or contact
HubSpot lets a deal or a contact belong to several companies. Clarify links each deal and each person to one company.
When a record has several companies in HubSpot, Clarify keeps one of them. A later association change in HubSpot replaces it.
Owners
Record owners don't sync for contacts, companies, or deals. Assign owners in Clarify.
Pipelines and stages
Clarify sets up your HubSpot pipelines and stages when you connect. Your default pipeline fills Clarify's Stage field, and each other pipeline gets its own Stage (pipeline name) field.
Pipelines or stages you add in HubSpot later don't come through until you reconnect.
Unique fields
Clarify matches incoming HubSpot records on its unique fields. If several HubSpot records share a value in one of them, only one record is created in Clarify.
These are unique by default:
Contact email addresses
Company domains
Deal names
A custom field created with Require unique values turned on is matched the same way. Text, Number, Currency, Multiline text, Date, and Single select fields can be made unique, and only when the field is created. The setting can't be added to a field that already exists.
A HubSpot record that matches more than one Clarify record is skipped.
Date handling
Time zone information can be lost when syncing date fields, so a date can occasionally show one day off between systems.
A year-only value, like founded year, becomes January 1 of that year.
What doesn't sync
Owners, lists, and custom objects
HubSpot activity: emails, calls, meetings, notes, and tasks
Tickets and other HubSpot objects
Need custom objects? The two-way sync covers them on HubSpot Enterprise.
Maintaining your integration
Adding new fields
Create the field in Clarify first.
Return to the HubSpot (Legacy) connector to map the new field.
Save your changes.
Historical data backfills for the new field automatically, unless the record was changed in Clarify after the sync last updated it.
Moving to the two-way sync
Your existing records come with you. Records this connector imported keep their HubSpot ID, and the two-way sync pairs on that ID first, so they're updated in place, not duplicated. To switch, open the HubSpot (Legacy) tile and click Join the waitlist.
See HubSpot two-way sync for what changes when you switch, including how deletions and dropdown fields work there.
HubSpot → Clarify sync: default fields
Companies
HubSpot ID
Domain (maps to Clarify domains)
Additional domains
Company name
Description
Annual revenue (maps to estimated ARR)
Facebook page
Founded year (maps to foundation date)
Total money raised (maps to funding raised)
LinkedIn handle
Logo URL
Address, city, country, zip code, state (map to primary location fields)
Twitter handle
Employee range (HubSpot's values must match Clarify's options)
People (Contacts)
HubSpot ID
Email (maps to primary email address)
Additional emails
First name
Last name
Job title
Twitter handle
Address, city, country, zip code, state (map to primary location fields)
Phone number (maps to the first phone number)
Mobile phone (maps to additional phone numbers)
LinkedIn URL
Facebook ID
Photo (maps to avatar URL)
Deals
HubSpot ID
Deal name
Description
Close date
Amount
Pipeline
Deal stage
These fields sync automatically. To sync custom fields beyond these defaults, map them in the HubSpot (Legacy) connector settings.
Clarify also reads HubSpot's last modified date on every record to decide which version is newer. It isn't stored as a field.