> ## Documentation Index
> Fetch the complete documentation index at: https://docs.unifygtm.com/llms.txt
> Use this file to discover all available pages before exploring further.

# HubSpot integration guide

> This guide outlines how to connect your HubSpot CRM to Unify.

## Overview

In just a few steps, you can connect your HubSpot CRM to Unify and start syncing
data bidirectionally. This unlocks a few key benefits when using Unify:

1. HubSpot records can be used to [construct exclusions](/tutorials/how-to-create-an-exclusion)
   that prevent Unify from engaging with specific people or companies. For
   example, you can create an exclusion for all current customers or deals in
   progress.
2. You can create Plays that are triggered by HubSpot records. This allows you
   to run a Play based on a specific event or criteria captured within HubSpot.
3. Unify can write data back to HubSpot so that you can maintain a source of
   truth in your CRM and respect rules of engagement in other tools or business
   processes.

Unify's integration with HubSpot is designed from the ground up to prevent many
common pitfalls, including overwriting existing data or creating duplicate
records. For an in-depth description of how Unify does this, see [How Bidirectional Syncs Work](/reference/integrations/hubspot/bidirectional-syncs).

## Setup

<Steps titleSize="h3">
  <Step title="Connect HubSpot instance">
    Navigate to [Settings → HubSpot](https://app.unifygtm.com/dashboard/settings/integrations/hubspot)
    and select **Connect**. You will be redirected to the HubSpot authentication
    page where you can sign in and authorize Unify to access HubSpot data.

    <Frame caption="This screen will appear before you have connected a HubSpot instance.">
      <img src="https://mintcdn.com/unify-19/Y_pp7r30tEdafKDG/images/reference/integrations/hubspot/connect-hubspot-instance.png?fit=max&auto=format&n=Y_pp7r30tEdafKDG&q=85&s=fab08b9de9f6effa1feec3ac5d37c20c" width="2880" height="2048" data-path="images/reference/integrations/hubspot/connect-hubspot-instance.png" />
    </Frame>

    <Frame caption="Once a connected, you will see the settings available for your HubSpot connection.">
      <img src="https://mintcdn.com/unify-19/Y_pp7r30tEdafKDG/images/reference/integrations/hubspot/connected-settings.png?fit=max&auto=format&n=Y_pp7r30tEdafKDG&q=85&s=a665a6aa999f0b914962729618cda869" width="2880" height="2048" data-path="images/reference/integrations/hubspot/connected-settings.png" />
    </Frame>
  </Step>

  <Step title="Create field mappings">
    Unify provides granular control over which HubSpot properties map to which
    Unify fields. For each object, select **Create Mapping** and update any
    fields you wish to customize.

    In most cases, the default options will be a good starting point. You can
    always return to change these mappings in the future.

    <Frame caption="The field mappings page lets you customize which fields Unify can read and write.">
      <img src="https://mintcdn.com/unify-19/Y_pp7r30tEdafKDG/images/reference/integrations/hubspot/company-field-mapping.png?fit=max&auto=format&n=Y_pp7r30tEdafKDG&q=85&s=ac67ac0a544b106dc1dc157b1c65f21e" width="2304" height="1571" data-path="images/reference/integrations/hubspot/company-field-mapping.png" />
    </Frame>

    See [Field mappings](/reference/integrations/hubspot/field-mappings) for details on
    how field mappings work and the available options.
  </Step>

  <Step title="Enable syncs">
    Once you're satisfied with your integration settings and field mappings, you
    can begin syncing data into Unify by selecting **Resume**. If at any point
    you want to pause syncs again, you can return to this page and select
    **Pause**.

    To enable Unify to write data back to HubSpot, activate the toggle next to
    **Enable writing to HubSpot**. This will allow Unify to sync records back to
    HubSpot.

    <Frame caption="The HubSpot integration settings page after setup is complete.">
      <img src="https://mintcdn.com/unify-19/Y_pp7r30tEdafKDG/images/reference/integrations/hubspot/hubspot-integration-settings.png?fit=max&auto=format&n=Y_pp7r30tEdafKDG&q=85&s=151ad31a63ce64dbd923ecb70cbac758" width="2304" height="1571" data-path="images/reference/integrations/hubspot/hubspot-integration-settings.png" />
    </Frame>
  </Step>
</Steps>

## Additional HubSpot resources

<CardGroup cols={2}>
  <Card icon="arrow-right-arrow-left" title="Field Mappings" href="/reference/integrations/hubspot/field-mappings">
    Configure mappings between Unify fields and HubSpot properties.
  </Card>

  <Card icon="pen-to-square" title="Configure Default Values" href="/reference/integrations/hubspot/default-values">
    Specify default values that should be used when writing to HubSpot.
  </Card>
</CardGroup>