Set up live sync with HubSpot

HubSpot live sync replaces the manual CSV-export step with a continuous background pull from your HubSpot account, so closed-lost deals show up in Thawly automatically and stay current as your team edits them.

What live sync does#

• Thawly watches your HubSpot account for new and updated closed-lost deals across every pipeline you give it access to.
• Lost deals you mark in HubSpot appear in Thawly automatically — no re-export, no re-upload.
• Re-engagement signals fire when one of your monitored companies' UK public-data triggers (a leadership change, a new contract win, a statutory filing, a job advert pattern shift) lines up with a closed-lost deal in your HubSpot.

What data Thawly reads#

Read-only access by default. The HubSpot OAuth consent screen will show the following scopes:

• crm.objects.deals.read — pull deals + stages + amount + close date + lost-reason field.
• crm.objects.contacts.read — pull the job title of the most-recent contact on each deal so the AI knows whether it's writing to a CFO, a Head of IT, or a Procurement Lead.
• crm.objects.companies.read — pull the associated company name and website so Thawly can match it to Companies House.
• crm.objects.notes.write — used only if you opt in to the activity write-back feature (default off). When on, Thawly creates a single timestamped note on the HubSpot deal each time it surfaces a re-engagement signal, so the rep sees "Thawly: re-engaged on …" in their HubSpot timeline.

Thawly never sees contact-level personal data — no email addresses, no phone numbers, no contact names. Only job title and company-level deal context.

What Thawly never does#

• Never writes back to your HubSpot unless you explicitly opt in to the optional activity write-back feature (default off).
• Never deletes records.
• Never reads internal notes, files, or private contact data beyond the scopes listed above.
• Never modifies deal stages, owners, amounts, or close dates.

Set up#

Click below to connect. You'll be redirected to HubSpot's sign-in page, then asked to grant Thawly the read-only permissions listed above. After approval, you're back in Thawly with sync active.

Connect HubSpot →

Or follow these manual steps if you prefer:

1. In Thawly, open Settings → Integrations.
2. On the HubSpot card, click Connect with OAuth.
3. Sign in to the HubSpot account that owns your sales pipelines (admin seat recommended for the first connection — once connected, the link survives admin handoff).
4. Review the permissions screen. Tick Grant access.
5. You'll be returned to Thawly with a green "Connected" pill on the HubSpot card. The first sync runs immediately and typically takes 1–3 minutes for under a thousand deals.

If you'd rather skip OAuth and do a one-off CSV export instead, the manual route still works: Migrate from HubSpot.

After setup#

• Sync runs every 15 minutes in the background.
• See sync status, last-sync time, and total deals imported on the integrations page.
• Disconnect any time from Settings → Integrations — revokes the OAuth token and stops all future syncs. Already-imported deals stay in Thawly.
• If the connection breaks (e.g. token revoked from HubSpot's side), the card flips to a red "Reconnect" state and you'll get an in-app banner. Sync resumes the moment you reconnect.