HubSpot sync

Dealers and branches from HubSpot companies

Manage the network in HubSpot and let the locator follow. Every company record, or every member of one list, becomes a location, with its HubSpot id as the stable link. A list is the useful switch: an active list built on a property like "Show on store locator" means a rep ticking one box puts a dealer on the map at the next sync, and unticking it flags the location for review.

Same engine as Google Sheets sync: preview first, never a write back to HubSpot.

If your website is on HubSpot CMS, the HubSpot install guide covers the page; connecting company data and embedding the map are two separate steps.

Prepare the companies

One company record per location, each with a name and a full address across the standard properties: street address, city, state or region, postal code, country. A business with several branches needs one record per branch.

• A custom multiple checkboxes or dropdown property for products or dealer tier maps to Categories.
• A custom single-line text property holding a booking or product page URL maps to a custom field, and becomes a button on the card.
• Create a list (Contacts → Lists, object type Company) for the records that belong on the map. Active lists update themselves from your rules; static lists hold what you pick.

Connect

1. 1

   Connect HubSpot

   Open Data, find HubSpot sync and press Connect HubSpot. Choose the portal and approve read access to companies and lists.
2. 2

   Or paste a token instead

   Where the sign-in button is not offered, open HubSpot's Settings, then Integrations, then Private apps, create one with crm.objects.companies.read (plus crm.lists.read to sync a list), and paste its access token.
3. 3

   Choose all companies or a list

   Pick All companies or the list, and press Read fields. The standard address and contact properties come first, then your custom properties.
4. 4

   Map properties

   Match properties to Name, Address, City, State, Postcode, Country, Phone, Website and Categories.

Review and schedule

Review sync lists what would change. On a first sync into an account that already has the dealers, records matching an existing location by name and address are linked rather than duplicated. Apply the first run by hand, then choose every 15 minutes, hourly or daily.

Enquiries into HubSpot

Sync brings companies in. To send a locator enquiry out to HubSpot as a contact or a deal, subscribe a webhook to lead.created, or use the Zapier recipe with HubSpot as the action.

Limits

• Up to 10,000 companies. Up to 60 properties are offered for mapping: the standard address and contact set plus your custom properties.
• Territories are not synced from HubSpot.
• Changing between all companies and a list, or changing the mapping, clears the record links; the next review re-links.