HubSpot Integration
Strise integrates with HubSpot and Pipedrive to provide bi-directional CRM synchronization. When connected, changes made in Strise are reflected in your CRM, and updates in your CRM are synced back to Strise.
How It Works
The integration keeps your compliance portfolio in Strise and your sales pipeline in HubSpot in sync. Companies, statuses, tags, and user assignments flow both ways, so your teams always have a consistent view of the customer.
Getting Started
Setting up the integration takes just a few minutes. The setup wizard walks you through five steps:
- Authorize — Connect your HubSpot account by granting Strise access via OAuth.
- Map org number — Select the HubSpot property that holds the organization number (e.g., a custom field for business registration numbers).
- Map tag field — Choose the HubSpot property that should be used for syncing Strise tags.
- Import from CRM — Pull existing companies from HubSpot into Strise.
- Export to CRM — Push your Strise portfolio companies to HubSpot.
What Gets Synced
Strise to CRM
| Action in Strise | Result in HubSpot |
|---|---|
| Add a company to your portfolio | Company created in HubSpot |
| Change a company’s status | Status property updated |
| Assign a user to a company | Owner updated in HubSpot |
| Add or remove tags | Tag property updated |
CRM to Strise
| Action in HubSpot | Result in Strise |
|---|---|
| Create a company | Company added to portfolio (if org number matches) |
| Update the org number field | Company re-matched in Strise |
| Change the company owner | Assigned user updated in Strise |
| Update the tag field | Tags updated on the company |
Note: Companies are matched between systems using organization numbers. Make sure your CRM records have valid org numbers populated for the sync to work correctly.
Disconnecting
You can disconnect the integration at any time from the Strise settings page. Disconnecting stops all syncing but does not delete any data in either system.
Troubleshooting
Companies not syncing? Check that the company has a valid organization number in HubSpot. Strise uses the org number field (configured during setup) to match companies between systems.
Seeing duplicate companies? Duplicates can occur if the org number field is empty or inconsistent. Ensure each company in HubSpot has a unique, correctly formatted org number.
User assignments not syncing? Strise maps users to HubSpot owners by email address. Make sure the assigned user in Strise has a matching email in HubSpot.