# HubSpot integration

The CTD HubSpot integration syncs your company records into CTD so warm paths, relationship scores, and target-account intelligence are built on the accounts that matter to your team. You connect HubSpot once, choose which companies sync, and map HubSpot properties to CTD fields — all from your CTD workspace settings.

**Who this is for:** HubSpot sync is a workspace (Business/Team edition) feature configured by a CTD admin. You'll find it under enterprise admin settings. If you don't see HubSpot in your sidebar, the integration hasn't been enabled for your workspace yet — [reach out to us](https://calendly.com/ctd-sales?hide_gdpr_banner=1) to turn it on.

## What the integration does

- Pulls your HubSpot **company** records into CTD to power relationship intelligence
- Lets you sync every company, or only the companies that match your target-account filters
- Marks matching companies as **target accounts** in CTD
- Maps HubSpot company properties to CTD fields so your data stays consistent
- Keeps the connection under your control — reauthorize or disconnect at any time

## Before you start

- You need to be a CTD **admin** for your workspace.
- You'll authorize with a HubSpot account that can grant access to your company records.
- **Only one CRM can be connected at a time.** If Salesforce is already connected, disconnect it first — CTD will block the HubSpot connection until you do. See [Salesforce integration](/content/guide/article/crm-salesforce/index.html).

## Step 1: Open the HubSpot integration settings

In CTD, go to **Settings → Enterprise Admin → HubSpot**. This opens the HubSpot Integration page, where you'll see the connection status and (once connected) your sync configuration.

## Step 2: Authorize HubSpot

Click **Authorize HubSpot**. You'll be redirected to HubSpot to approve access to your company records. CTD requests read access to your companies, company schemas, and owners — it does not request write access to your CRM. After you approve, HubSpot sends you back to CTD and the connection is exchanged automatically. When it succeeds, you'll see **"HubSpot is connected"** along with the connected account.

The HubSpot Integration page before connecting — click **Authorize HubSpot** to start.

**Note:** If authorization is cancelled or fails, CTD shows an error and stays disconnected — just click **Authorize HubSpot** again to retry.

## Step 3: Choose how CTD syncs companies

Under **Pull data from HubSpot**, pick a sync mode:

- **Sync all accounts** — every company is synced, but only the ones matching your filters are marked as target accounts.
- **Sync only target accounts** — only companies that match your filters are synced.

## Step 4: Define your target account filters

Use the **Target account filters** builder to describe which companies count as target accounts. Build conditions on any HubSpot company property using operators like _Is_, _Is one of_, _Is between_, _Contains_, _Has any value_, and their negations. Every condition needs a property and, depending on the operator, a value before you can save.

What your filters do depends on the sync mode from Step 3: in **Sync all accounts** they flag target accounts; in **Sync only target accounts** they decide which companies are synced at all. You can group conditions and combine groups with **OR** to build more precise target lists.

Build condition groups on HubSpot company properties and combine them with **OR** to define your target accounts.

## Step 5: Map fields

In **Field mappings**, choose which HubSpot property populates each CTD field. Each HubSpot property can map to only one CTD field — if you map the same property twice, CTD asks you to remove the duplicate before saving.

Map each CTD field to a HubSpot property. Some fields are recommended or required; others are optional custom fields.

## Step 6: Save and sync

Click **Sync HubSpot** to save your configuration and start the sync. CTD confirms with a "HubSpot sync settings saved" message. You can come back and adjust your sync mode, filters, or field mappings any time.

## Managing the connection

- **Reauthorize HubSpot** — re-run the approval flow if permissions change or the connection needs refreshing.
- **Disconnect HubSpot** — revokes the connection and **permanently deletes all synced company data and your sync configuration**. This can't be undone, so CTD asks you to confirm first.

**Tip:** Start with **Sync all accounts** and a small set of filters to see how companies get flagged as target accounts. Once you're happy with the matching, switch to **Sync only target accounts** to keep CTD focused on the companies your team actually sells into.

Have a question or running into an issue? Email us at [support@ctd.ai](mailto:support@ctd.ai) — we're happy to help.