HubSpot Connection

How to connect, manage, and troubleshoot your HubSpot connection.

Connecting HubSpot

Prerequisites

  • Admin access to your HubSpot portal
  • HubSpot login credentials ready

Steps to Connect

  1. Go to Settings then Connections
  2. Find the HubSpot section
  3. Click Connect HubSpot
  4. Sign in to HubSpot (if not already logged in)
  5. Select your portal (if you have multiple)
  6. Review and authorize permissions
  7. You'll be redirected back with "Connected" status

What Gets Authorized

When you connect, SimpleCommerceSync can:

  • Read and write contacts (for customer matching)
  • Read and write invoices (for sync)
  • Read and write products (for SKU matching)
  • Read and write quotes (for estimate sync)
  • Read payments (for payment sync)
  • Read tax rates (for tax mapping)

See OAuth Scopes Explained for details.

Verifying Connection

A healthy connection shows:

  • Status: Connected (green indicator)
  • Portal ID: Your HubSpot portal identifier
  • Connected since: When you established the connection

Disconnecting HubSpot

You might disconnect to:

  • Connect a different portal
  • Revoke access for security
  • Troubleshoot connection issues

Steps to Disconnect

  1. Go to Settings then Connections
  2. Click Disconnect next to HubSpot
  3. Confirm the disconnection

What Happens When Disconnected

  • All syncs stop immediately
  • Sync history is preserved
  • Configuration settings are kept
  • You can reconnect anytime

Reconnecting

If your connection has issues or you need to refresh it:

  1. Disconnect the current connection
  2. Click Connect HubSpot again
  3. Complete the authorization flow
  4. Syncs resume automatically

Switching Portals

To connect a different HubSpot portal:

  1. Disconnect the current portal
  2. Connect HubSpot again
  3. During authorization, select the new portal
  4. Update any portal-specific configuration

Note: Switching portals means previous sync data won't link to the new portal's records.

Troubleshooting

"Disconnected" status appearing

Possible causes:

  • Token expired and couldn't refresh
  • Access revoked from HubSpot side
  • Network issues during token refresh

Solution:

  1. Click Reconnect
  2. Complete authorization again

Can't find my portal

During connection:

  • Ensure you're logged into the correct HubSpot account
  • Check you have admin access to the portal
  • Try logging out of HubSpot and logging back in

Authorization fails

Possible causes:

  • Pop-up blocker preventing redirect
  • Browser security settings
  • HubSpot account issues

Solutions:

  • Disable pop-up blocker for this site
  • Try a different browser
  • Clear browser cache and cookies
  • Verify HubSpot account status

Connection works but syncs fail

If connected but syncs aren't working:

  • Check the specific sync settings (invoice, payment, etc.)
  • Verify the sync type is enabled
  • Review sync logs for error messages

Revoking Access from HubSpot

You can also revoke access directly in HubSpot:

  1. Go to HubSpot Settings
  2. Navigate to Integrations then Connected Apps
  3. Find SimpleCommerceSync
  4. Click to revoke access

This will disconnect the app from both sides.