Prerequisites
Before you begin, make sure you have:- An active Clodura.AI account with CRM integration access.
- A HubSpot account. If you don’t have one, you can create a free developer test account at app.hubspot.com/signup-v2/developers. A test account is fully functional for integration testing and includes access to API credentials.
- Administrator or sufficient permissions in HubSpot to authorize third-party integrations.
The legacy HubSpot API key method has been superseded by the OAuth 2.0 authorization flow. If you previously configured a HubSpot API key in Clodura.AI, you may need to re-authorize using the newer OAuth method described below.
Step 1 — Create a HubSpot Developer Test Account (Optional)
If you want to test the integration before connecting your production HubSpot account, create a free developer test account:Sign up as a HubSpot developer
Go to the HubSpot developer sign-up page and register using your email address or an existing Google account.
Create a test account
After logging in, you land on the Developer Home dashboard. Click Create a test account.
Name the test account
A pop-up window appears. Enter a name for your test account and click Create. HubSpot provisions the account and adds it under your developer profile.
Step 2 — Authorize HubSpot in Clodura.AI
Open CRM Integration settings
In Clodura.AI, go to Settings → CRM Integration. You will see cards for each supported CRM platform.
Click Authorize on the HubSpot card
Locate the HubSpot card. Its status initially shows Disconnected. Click the Authorize button.
Log in to HubSpot
Your browser redirects to a HubSpot page titled “Connecting Clodura.AI to HubSpot.” If you are not already signed in, enter your HubSpot credentials.
Choose your HubSpot account
HubSpot may display multiple accounts (e.g., a production account and one or more test accounts). Select the account you want to integrate with Clodura.AI.
Grant permissions and confirm
Click Choose Account, then review and accept the permission request. HubSpot redirects you back to Clodura.AI upon success.
Step 3 — Map Fields
Field mapping tells Clodura.AI exactly how to translate each piece of prospect data into the correct HubSpot property. You configure mappings separately for Company Fields and Contact Fields. Click the Mapping button on the HubSpot card to open the Field Mapping modal.Company Fields
The Company Fields tab maps organization-level data. Configure the following Clodura.AI source fields to their HubSpot destination properties:| Clodura.AI Field | HubSpot Destination Field |
|---|---|
| Company Name | Company name |
| LinkedIn URL | LinkedIn Company Page |
| Company Description | Description |
| Number of Employees | Number of Employees |
| Industry | Industry |
| Website | Website URL |
| Founded | Year Founded |
| City | City |
| State | State/Region |
| Country | Country/Region |
Contact Fields
Click Next to move to the Contact Fields tab. Map individual person data as follows:| Clodura.AI Field | HubSpot Destination Field |
|---|---|
| First Name | First Name |
| Last Name | Last Name |
| Job Title | Job Title |
| LinkedIn Profile | Select One |
| Mobile Phone Number | Mobile Phone Number |
| City | City |
| State | State/Region |
| Country | Country/Region |
- Next — move from Company Fields to Contact Fields.
- Back — return to Company Fields from Contact Fields.
- Reset — restore all fields in the current tab to their default values.
- Save — save your mapping and close the modal.
- Close — discard unsaved changes and close the modal.
Step 4 — Enable the Integration
After saving your field mapping, return to the HubSpot card in Settings → CRM Integration and switch the Enable toggle to ON. This activates data exports from Clodura.AI to HubSpot. You can switch it OFF at any time to temporarily pause the integration without losing your field mapping configuration.Pushing Contacts and Companies to HubSpot
Once the integration is enabled, you can export prospect data directly from your Clodura.AI search results.Export from People Search
Search for contacts
Navigate to People Search and apply your filters to find the prospects you want to export.
Configure the export
The Export to HubSpot CRM modal appears, confirming the number of selected contacts. Use the Assign To dropdown to select the HubSpot user who will own the newly created records.
Export from Companies Search
You can also push companies (and their contacts) from the Companies section:Click Add/Update to HubSpot
Click the Add/Update to HubSpot button. A dropdown menu appears with two options:
- Preferred Contacts — exports only the key contacts for each selected company, filtered by seniority level as configured in your Clodura.AI preferences.
- All Contacts — exports every contact associated with each selected company.
Export Confirmation and Verification
After a successful export, Clodura.AI provides two notifications:In-App Notification
A notification appears within the Clodura.AI interface confirming that the export completed successfully.
Email Notification
An email is sent to your registered address once the contacts are successfully transferred to HubSpot.
Exporting the same contacts to HubSpot multiple times counts as only a single download-credit usage in Clodura.AI. Use the Exclude Exported Contacts filter in People Search to avoid re-exporting records you have already transferred.