HubSpot Integration Settings
Once you've connected your HubSpot account, you can customize the settings to meet your needs.
Authorization Information
You can view details about the integration user, the HubSpot user who connected the app, on the Sync Settings tab of your configuration. This section displays:
Integration User: The email address of the HubSpot user who connected the integration
Connection Date: The date the integration was initially connected
Authorization Date: The date the integration was authorized to access HubSpot
General Settings
In this section you can configure your integration settings for team member assignments and autosyncing.
Integration Assignment
You can choose which team members this integration applies to. In this section, you can assign the integration to the full team or to a specific subteam, depending on how you want contacts to sync into HubSpot.
Auto Sync
This toggle controls how Popl leads flow into HubSpot. You can choose between automatic syncing or manual lead selection, depending on how much control your team needs.
Auto Sync ON - Instant Lead Syncing (Recommended)
When Auto Sync is enabled, every new lead captured by any team member is immediately pushed to HubSpot.
No manual data entry
No lead selection required
Fast, fully automated workflow for maximum efficiency
Auto Sync OFF - Manual Lead Selection
When Auto Sync is turned off, leads are not automatically sent to HubSpot. Instead, admins or members choose which leads to sync. This option provides more control for teams that want to review or qualify leads first.
Advanced Settings
In Advanced settings you can choose to auto sync your Popl Notes to the HubSpot Notes Object. This is different than setting up a custom mapping to a property in HubSpot because it maps directly to the notes object.
You can also elect to create a task on a contact record when a lead is synced. For detailed instructions on how to set up task creation read our Create HubSpot Tasks documentation.
Save your Settings
Once you have configured your integration settings, be sure to save your changes. You can do this by clicking Save in the top-right corner of the integration configuration page.
By fine-tuning these integration settings, you can ensure that Popl and HubSpot work together seamlessly—moving your contacts where they need to go, keeping your data clean, and helping your team stay fast and efficient.
Once your configuration is complete, your workflow becomes fully streamlined: smarter syncing, fewer manual steps, and a smoother experience for everyone on your team.
Need Help?
Contact Popl Support – our team is available to assist at [email protected].
With 🤍 from Popl.
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