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This guide walks you through connecting HubSpot to MSPortal.ai. Setup happens on the HubSpot connection page, where the Setup guide lists Connect, Import or match companies, the optional Choose data and Review. See Connect and manage integrations for the shared connection tasks.

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Overview

HubSpot is a CRM. MSPortal reads your HubSpot companies, deals and pipeline stages so you can:
  • Add open new-business deals to the HubSpot column of the revenue forecast, weighted by deal stage probability
  • Map HubSpot companies to your MSPortal companies, so a company’s forecast includes its own deals
The connection is read-only. MSPortal never changes anything in HubSpot.
HubSpot is in beta. If the integration is not available in Settings > Integrations, contact support@msportal.ai.

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Prerequisites

Before you begin, ensure you have:
  • HubSpot access that lets you create a private app in your HubSpot account
  • Admin access to MSPortal.ai with the manage_settings_integrations permission
  • Companies already set up in MSPortal (from your PSA integration or created manually), or permission to import new companies while matching

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Part 1: Create a private app in HubSpot

1

Create the private app

In your HubSpot account, create a private app named MSPortal.
2

Choose the scopes

Give the app the crm.objects.companies.read and crm.objects.deals.read scopes. HubSpot adds the default oauth scope, which lets MSPortal verify the account.
3

Copy the access token

Create the app and copy its access token to a secure location.
Treat this token like a password. Anyone with the token can read your HubSpot companies and deals.
Each token belongs to one HubSpot account. To connect a second HubSpot account, create a private app in that account and add a separate connection.

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Part 2: Connect HubSpot in MSPortal

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Task 1: Connect

1

Open the connection page

In MSPortal, go to Settings > Integrations. On the Directory tab, find HubSpot and select Connect. To continue an existing connection, open it from the Active tab.
2

Enter the token

Paste the token into Private app access token.
3

Test the connection

Select Test connection. MSPortal verifies the token against your HubSpot account and shows Connected to HubSpot account with your HubSpot account ID. Testing does not save anything.
4

Save and continue

Select Save and continue. MSPortal verifies the token again, stores it in the vault and starts the first sync in the background.
Connect HubSpot page with the Setup guide listing Connect, Import or match companies, Choose data and Review, the Private app access token field, and the Before you start panel listing the required scopes

Branch preview on the Demo tenant: the Connect task for a new HubSpot connection.

Connect HubSpot page on a phone with the Setup guide menu, the Private app access token field and the Test connection and Save and continue buttons

Branch preview on the Demo tenant: the same Connect task on a phone.

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Task 2: Import or match companies

Link each HubSpot company to the matching MSPortal company.
  • The workspace opens on the Import view, which lists every HubSpot company that still needs a match. Suggested narrows it to proposed matches.
  • Select Accept on a correct suggestion, choose an existing company, or select Import on the row to create a new MSPortal company from the HubSpot record.
  • Each match saves immediately. There is no separate save step.
Deals for unmapped HubSpot companies, such as new prospects, still count in the forecast when you view all companies. They do not appear in a single company’s forecast. A deal is linked to a company only when HubSpot associates it with exactly one company.

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Task 3 (optional): Choose data

Choose data shows what MSPortal has synced:
  • Companies, Mapped companies and Deals counts
  • Last complete sync, or Not synced yet
  • Sync All Data, which starts a sync now. It needs integration manage permission.
  • Open revenue forecast, which opens the forecast on MSP Tools > Client Success > Revenue Trends
The task is complete once a full sync has finished.

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Task 4: Review

Select Finish setup once the required tasks are complete.

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What gets synced

The forecast uses open new-business deals in your tenant currency, counted once in their expected close month and weighted by their current stage probability. Deals with a missing amount, close date or stage, or in another currency, are left out rather than estimated. The Assumptions dialog on the forecast shows how many deals were included and left out. If a sync fails, MSPortal keeps the data from the last complete sync.

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Managing the connection

  • Open your HubSpot connection from the Active tab in Settings > Integrations. Use the Setup guide to return to any task.
  • To replace the token, open Connect. The saved token is masked. Leave it unchanged to keep it, or paste a new token from the same HubSpot account. Select Test connection, then save. Saving starts a sync with the new token.
  • To rename the connection, select More actions > Rename.
  • To remove the integration, select More actions > Disconnect… and confirm. This removes the stored token and stops the hourly sync. It does not change anything in HubSpot.

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Troubleshooting

Financial Reporting

Read the 12-month revenue forecast

Integrations Overview

Manage all MSPortal integrations