Overview
The HubSpot integration syncs deals from HubSpot into Introzy pipelines, keeping your referral partnerships and deal data up to date without manual entry. Once connected, Introzy can automatically pull in deal values, referral sources, and deal stages from your HubSpot pipelines — and push updates back to HubSpot.
Who this is for: Admins who manage the Introzy account settings.
Prerequisites
Admin access to your Introzy account
Admin or Super Admin access to your HubSpot account
The HubSpot pipeline(s) you want to sync already set up in HubSpot
Step 1: Connect HubSpot
In Introzy, go to Settings > Integrations.
Scroll down to the CRM section and find HubSpot.
Click Connect HubSpot.
You will be redirected to HubSpot to authorize the connection. Log in and approve access.
Once authorized, you'll be returned to Introzy. The HubSpot card will now show Connected.
Note: The integration card will show the connected HubSpot account name and the timestamp of the last successful sync once the connection is active.
Step 2: Configure Field Mappings
After connecting, click Configure on the HubSpot card to open the HubSpot Field Mappings dialog. This controls which HubSpot deal properties are used to populate Introzy fields.
Sync Direction
Choose which direction(s) data flows:
Sync from HubSpot to Introzy — HubSpot deals are pulled into Introzy.
Sync from Introzy to HubSpot — Introzy deal updates are pushed back to HubSpot.
Both options can be enabled simultaneously for two-way sync.
Sync Filter
Use the sync filter to control which HubSpot deals get synced:
Filter Option | What it does |
Field has value | Syncs any deal where the selected field has any value filled in |
Field matches value | Syncs only deals where the selected field matches a specific value you enter |
Select the Sync Field (any HubSpot deal property) and, if using "Field matches value", enter the Match Value.
Field Mappings
Configure how HubSpot deal properties map to Introzy fields:
Introzy Field | HubSpot Property to Map | Notes |
Referral Partner Field | e.g. | The HubSpot field containing the referral partner's email, name, or company |
Deal Value Field | e.g. | Leave blank to use the default deal amount |
Deal Stage Field | e.g. | Leave blank to use the default deal stage ( |
Target Pipeline
Select the Introzy pipeline that synced HubSpot deals should land in:
Referral Opps
General Partners
Integrations Partners
Or custom pipeline that was created by your organization
Click Save to apply your configuration.
Step 3: Map Deal Stages
Click Map Stages on the HubSpot card to open the Map Deal Stages dialog. This lets you define how HubSpot deal stages translate to Introzy stages — in either direction.
Mapping Direction
Choose the direction for your stage mappings:
HubSpot → Introzy — When a deal moves to a HubSpot stage, Introzy updates to the corresponding stage.
Introzy → HubSpot — When a deal moves in Introzy, HubSpot is updated to the corresponding stage.
Select Pipelines
HubSpot Pipeline — Choose which HubSpot pipeline's stages you're mapping (e.g., Direct Sales, ACME’s Referrals).
Introzy Pipeline — Choose the corresponding Introzy pipeline (e.g., Referral Opps, General Partners, Integrations Partners, etc.).
Configure Stage Mappings
For each HubSpot stage listed, select the corresponding Introzy stage from the dropdown. The number of stages to map depends on the HubSpot pipeline selected.
Example mapping (HubSpot "Introzy Direct Sales" → Introzy "Referral Opps"):
HubSpot Stage | Introzy Stage |
New Prospect | New Referral |
Discovery Meeting Scheduled | Qualified |
Discovery Meeting Held | Qualified |
Prospect Qualified | Qualified |
Demo Scheduled | Engaged |
Trial Started | Proposal Sent |
Closed Won - Handoff to CS | Closed Won |
Closed Lost | Closed Lost |
Tip: Use the AI Map Stages button to let Introzy automatically suggest stage mappings based on the names of your stages. You can review and adjust the suggestions before saving.
Click Save Mappings when done.
Step 4: Run a Manual Sync (Optional)
After configuring, you can trigger an immediate sync by clicking Manual Sync on the HubSpot card. This is useful for pulling in deals right away without waiting for the next scheduled sync.
Verify It Worked
After setup, confirm the integration is working:
Go to Settings > Integrations and check the HubSpot card.
Confirm the Last Sync timestamp updates after a manual or scheduled sync.
Navigate to your target pipeline (e.g., Referral Opps) and verify that HubSpot deals are appearing with the correct stages, deal values, and referral partner information.
Common Issues
Deals aren't showing up in Introzy
Check that the Sync Field filter is matching deals correctly. If using "Field matches value", verify the match value is spelled exactly as it appears in HubSpot.
Confirm the Target Pipeline is set to the right Introzy pipeline.
Try clicking Manual Sync to force a fresh pull.
Deal stages aren't updating correctly
Open Map Stages and verify all HubSpot stages have a corresponding Introzy stage selected.
Check the Mapping Direction — make sure it matches the direction your workflow flows.
Referral partner field is blank in Introzy
Open Configure and confirm the Referral Partner Field is mapped to the correct HubSpot property (e.g.,
Referral Source).Verify the mapped HubSpot field is actually populated on the deals you're syncing.
The integration shows "Not Connected"
Try disconnecting and reconnecting. Go to Settings > Integrations > HubSpot > Disconnect, then reconnect and reauthorize.