HubSpot Connector

Who can do this: Owners, Admins, and Editors can add and manage project connectors. See Roles and Permissions for details.

Connect your HubSpot CRM once and build custom sales and customer success tools on your live data. Pipeline funnels, lead scoring boards, renewal trackers, all powered by your contacts, deals, and companies without exporting spreadsheets or living in HubSpot reports.

What you can do

Access your CRM data:

• Read contacts with properties, scores, and activity history
• Browse deals by stage, value, and close date
• View companies with associated contacts and deals
• Access tickets, tasks, and engagement records

Build custom tools:

• Pipeline funnels showing deals by stage with conversion rates
• Lead scoring leaderboards ranked by score, owner, and last activity
• Renewal risk Kanbans grouping accounts by health and days to renewal
• Sales dashboards with custom views your team actually wants

Take action:

• Create and update contacts, deals, and companies
• Move deals between pipeline stages
• Log activities and notes
• Archive records when work is done

How to connect

HubSpot uses OAuth through a single connection. Once connected, Sticklight can read your CRM data and take actions on your behalf. You need an existing HubSpot account with data already in it (contacts, deals, companies) for the connector to be useful.

Connect the connector

You can connect from chat or from your project settings.

From chat:

“Connect my HubSpot CRM”

From project settings: Open Settings, go to Connectors, and select HubSpot.

When you start the connection:

1. Click Connect Account.
2. Log in to HubSpot when the authorization window opens.
3. Review the permissions Sticklight is requesting.
4. Click Allow to authorize Sticklight.

Once connected, Sticklight can access your HubSpot CRM while you build and your published app can read and update CRM records.

Available data

Once connected, your project can access:

Data	What you get
Contacts	Names, emails, properties, lead scores, lifecycle stages, activity history
Deals	Pipeline, stage, amount, close date, associated contacts and companies
Companies	Name, domain, industry, associated contacts and deals
Tickets	Status, priority, pipeline, associated contacts
Activities	Emails, calls, meetings, notes, tasks
Owners	Sales reps and their assigned records

Common use cases

Pipeline funnel

A visual funnel showing your deals by stage with count and value at each level. Conversion rates labeled between stages show where deals drop off. Filter by owner, date range, or deal type.

“Build a pipeline funnel from my HubSpot deals showing count and value per stage with conversion rates labeled between each stage.”

Connection needed: Connector

Lead scoring leaderboard

Your contacts ranked by lead score with owner, company, and last activity date. See who is hot, who is going cold, and who owns each lead. Filter by score range or time since last touch.

“Create a lead scoring leaderboard showing my top contacts ranked by score, with owner name, company, and days since last activity.”

Connection needed: Connector

Renewal risk Kanban

A board grouping accounts by health status with days to renewal visible on each card. Drag accounts between columns as their status changes. Red flags surface automatically based on engagement.

“Build a renewal risk Kanban showing my companies grouped by health score with days until renewal on each card. Let me drag cards between At Risk, Needs Attention, and Healthy columns.”

Connection needed: Connector

Sales rep dashboard

A personal dashboard for each rep showing their open deals, tasks due today, and recent activity. Pipeline value and close rate at a glance. No digging through HubSpot filters.

“Create a sales dashboard showing my deals by stage, tasks due this week, and recent calls and emails, all filtered to the logged-in user.”

Connection needed: Connector

Managing permissions

HubSpot gives Sticklight access to a broad set of CRM tools. You can control what the connector is allowed to do.

In Settings → Connectors → HubSpot, you can:

• Enable read-only mode to prevent any writes to your CRM
• Toggle individual tools on or off
• Set write and delete actions to ask each time for confirmation

For production CRMs with real customer data, consider starting in read-only mode and enabling writes only for specific use cases.

Connection scope

Each connection is tied to a specific project and user. If multiple team members work on the same project, each person connects their own HubSpot account. Alice’s connection is not reused for Bob.

This keeps permissions clear: each person authorizes with their own HubSpot access level, and actions are traceable to the person who performed them.

What visitors see

When you publish your app, it can read and update HubSpot data based on how you built it. A sales dashboard might display pipeline data. A lead capture form might create contacts.

Consider who will use your published app. An internal sales tool for your team is different from a client-facing portal. Build with your use case in mind and test thoroughly before sharing.

Limitations

• HubSpot account required. You need an existing HubSpot account with data in it. Sticklight builds interfaces on top of HubSpot; it does not replace HubSpot’s CRM.
• API limits apply. HubSpot limits search results to 100 records per request. Large portals may need pagination or filtered queries.
• OAuth scopes matter. What HubSpot grants determines what tools work. If you have a limited HubSpot plan, some features may not be available.
• Custom properties need prompting. Custom fields, pipelines, and lifecycle stages are portal-specific. Mention them by name when building.
• Write tools are powerful. The connector can create, update, and archive CRM records. Use permissions and approval settings for production data.

FAQ

Does connecting HubSpot cost anything?

No. Connecting is free. You only spend credits when you build something.

Will this change anything in my HubSpot account?

Not unless you build something that writes data. Dashboards and reports only read. If you build a tool that creates or updates records, those changes appear in HubSpot. You control what gets written and when.

Do I need to know how to code?

No. Describe what you want in plain language and Sticklight builds it. If you do write code, the files are there to open and edit.

What HubSpot plans work with this?

Any HubSpot plan with API access. Free, Starter, Professional, and Enterprise all work. Some features (like lead scoring) require specific HubSpot tiers.

Can I use this for email marketing?

HubSpot’s marketing features are accessible, but if your primary need is email lists and campaigns, consider the Mailchimp connector instead. Use HubSpot when your source of truth for contacts and deals is HubSpot.

Can I control what the connector is allowed to do?

Yes. In Settings → Connectors → HubSpot, you can enable read-only mode, toggle specific tools, and require confirmation for write and delete actions.

What do I do if a tool is not working?

Check that your HubSpot account has the required permissions. Some tools need specific HubSpot subscription tiers or OAuth scopes. If you see permission errors, try reconnecting with the needed access.

Can multiple team members use the same connection?

Each team member connects their own HubSpot account. This keeps permissions and audit trails clear. You cannot share one person’s connection with another.

Can I connect multiple HubSpot portals?

Each project connects to one HubSpot portal. For multiple portals, create separate projects.