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

# HubSpot CRM Integration Setup Guide for Clodura.AI

> Connect HubSpot to Clodura.AI via OAuth 2.0, map company and contact fields, then push prospects directly from search results into your HubSpot account.

Clodura.AI's HubSpot integration uses the OAuth 2.0 protocol to securely link your HubSpot account — no passwords are ever shared. Once connected, you can push contacts and their associated company records directly from Clodura.AI's People Search into your HubSpot contacts and companies database, all without downloading a CSV. The setup follows three sequential steps: **Authorization**, **Field Mapping**, and **Activation**.

## 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](https://app.hubspot.com/signup-v2/developers/step/user-info). 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.

<Note>
  The legacy HubSpot API key method has been superseded by the OAuth 2.0 authorization flow.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.
</Note>

## 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:

<Steps>
  <Step title="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.
  </Step>

  <Step title="Create a test account">
    After logging in, you land on the **Developer Home** dashboard. Click **Create a test account**.
  </Step>

  <Step title="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>

  <Step title="Access the test account">
    Click your **profile icon** in the top-right corner. Select the newly created test account. You are redirected to the HubSpot Sales Dashboard for that account.
  </Step>
</Steps>

Your test account is now ready to use with the integration.

## Step 2 — Authorize HubSpot in Clodura.AI

<Steps>
  <Step title="Open CRM Integration settings">
    In Clodura.AI, go to **Settings → CRM Integration**. You will see cards for each supported CRM platform.
  </Step>

  <Step title="Click Authorize on the HubSpot card">
    Locate the **HubSpot** card. Its status initially shows **Disconnected**. Click the **Authorize** button.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Grant permissions and confirm">
    Click **Choose Account**, then review and accept the permission request. HubSpot redirects you back to Clodura.AI upon success.
  </Step>

  <Step title="Confirm the Connected status">
    Back in **Settings → CRM Integration**, the HubSpot card now displays a green **Connected** tag, confirming the OAuth handshake was successful.
  </Step>
</Steps>

<Tip>
  If you are already logged into HubSpot in the same browser session, steps 3 and 4 may be combined into a single permissions-grant screen — HubSpot skips the login form and takes you straight to the account-selection page.
</Tip>

## 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                 |
| Email               | Email                     |
| LinkedIn Profile    | Select One                |
| Mobile Phone Number | Mobile Phone Number       |
| City                | City                      |
| State               | State/Region              |
| Country             | Country/Region            |

<Warning>
  **No two Clodura.AI fields may be mapped to the same HubSpot destination field.** If you attempt to duplicate a mapping, the save will fail. Custom field mapping (adding new HubSpot properties not listed in the dropdowns) is not supported.
</Warning>

Use the modal controls to navigate and save:

* **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

<Steps>
  <Step title="Search for contacts">
    Navigate to **People Search** and apply your filters to find the prospects you want to export.
  </Step>

  <Step title="Select contacts">
    Use the checkboxes in the results grid to select one or more contacts.
  </Step>

  <Step title="Click Export To CRM">
    Click the **Export To CRM** button above the results grid.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Confirm the export">
    Click **Ok** to start the transfer. The selected contact records — along with their associated company data — are pushed to HubSpot.
  </Step>
</Steps>

### Export from Companies Search

You can also push companies (and their contacts) from the **Companies** section:

<Steps>
  <Step title="Search for companies">
    Navigate to the **Companies** module and search for target organizations.
  </Step>

  <Step title="Select companies">
    Use the checkboxes to select the companies you want to export.
  </Step>

  <Step title="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.
  </Step>
</Steps>

You can also click the **Show Contacts** button to preview contacts for selected companies before exporting, or click the **person icon** on a company row to navigate directly to that company's contacts page and export individual contacts from there.

## Export Confirmation and Verification

After a successful export, Clodura.AI provides two notifications:

<CardGroup cols={2}>
  <Card title="In-App Notification" icon="bell" href="/docs/integrations/hubspot#export-confirmation-and-verification">
    A notification appears within the Clodura.AI interface confirming that the export completed successfully.
  </Card>

  <Card title="Email Notification" icon="envelope" href="/docs/integrations/hubspot#export-confirmation-and-verification">
    An email is sent to your registered address once the contacts are successfully transferred to HubSpot.
  </Card>
</CardGroup>

To verify the transfer, log in to your HubSpot account and check the **Contacts** and **Companies** modules for the newly added records.

<Info>
  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.
</Info>