HubSpot — automatic contact export

The connection to HubSpot sends every new contact from Swopi straight to your HubSpot. A lead from the business card form or a manually added contact is automatically created or updated as a contact (Contact) in HubSpot.

One-click connect. You sign in with your HubSpot account and allow access — no API keys, no pasting tokens. One-way push via the HubSpot CRM API v3; deduplication by email (an existing contact is updated instead of a duplicate).

#Overview

#Prerequisites

• the Swopi Teams plan and the administrator role,
• a HubSpot account allowed to authorize an app connection.

#One-click connect (recommended)

Dashboard → Integrations → HubSpot:

1. Click Connect HubSpot.
2. Sign in with your HubSpot account and click Connect app (allow access).
3. Done — you return to Swopi with a green Connected, and contacts start being created in HubSpot.

Then just check Automatic sync (enabled = every new contact goes to HubSpot immediately) and click Create test lead.

#Alternative — connect via a Private App token

If you'd rather not sign in, you can also connect HubSpot manually with a Private App token. On the Integrations → HubSpot page, expand Advanced: connect via Private App token.

1. In HubSpot, click ⚙ Settings in the top right.

2. In the left menu, open Integrations → Private Apps.

3. Click Create a private app and, on the Basic Info tab, name it:

   CopyCopied ✓

   Swopi
   

4. Switch to the Scopes tab, type this in the search:

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   contacts
   

   and check these two scopes:

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   crm.objects.contacts.read
   

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   crm.objects.contacts.write
   

5. Click Create app in the top right and confirm.

6. On the Auth tab, click Show token and copy the Access token (it starts with pat-…, e.g. pat-eu1-…).

7. Paste the token into the Private App token field in Swopi and click Save token and connect.

⚠️ The token is shown only once. After you close the window, HubSpot will not display it again in full — if you lose it, generate a new one (in the app → Auth → Rotate).

The token is stored only on the server.

#Field mapping

#How it works

• Swopi looks up the contact by email → if it exists → it updates it; otherwise it creates one.
• The note is saved as a Note linked to the contact; optionally "Source: Swopi".
• Manual export: Contacts → select → Sync to CRM → Send selected to HubSpot.

What syncs automatically (and what doesn't). Auto-sync is event-driven, not a timer — it runs as soon as a lead is created (within a few seconds); it does not run on an interval. Older contacts from before you enabled it are not transferred automatically → send them once manually via Sync to CRM → Send all; from then on, new ones go through on their own. Leads added manually in the dashboard are sent immediately. Leads from a web business card run through a server function, and automatic push runs for them only with an active connecting "hook" (configured by an administrator / IT on Cloud Functions). Without it, send them manually via Sync to CRM.

#Troubleshooting

#Disabling the integration

In Integrations → HubSpot, click Disconnect — the connection is removed and new contacts stop being sent; the data in HubSpot remains. Alternatively, just turn off Automatic sync. If you used a Private App token, you can also delete the app in HubSpot (⚙ Settings → Integrations → Private Apps).

Integration contact: support@swopi.co

#Field mapping

Choose which Swopi field goes into which field here in the Field mapping tab (Dashboard → Integrations → this integration). How it works + the defaults: Field mapping.