HubSpot

What it does in ClientPulse: Syncs HubSpot contacts + deals so the clients in ClientPulse line up with the ones in your CRM — no duplicates, no drift. Signals from CP (churn risk, upsell, health drops) write back to HubSpot as notes / properties.

Status: Coming soon. Tell us this is a deal-breaker for you (support@helloaurora.ai) and we'll prioritise the rollout.

Tier: Likely Pro+ when shipped.

Per-agency: One HubSpot portal per ClientPulse workspace.

Before you start (prerequisites)

• Account requirement: A HubSpot account — Free CRM works for testing; the more interesting fields (deals, custom properties, multi-pipeline) need at least HubSpot Sales Hub Starter.
• You'll need an admin or "Sales Manager" role in HubSpot to authorise the connection and grant the right scopes.
• Cost: HubSpot Free CRM is genuinely free. Sales Hub Starter starts at €15/user/month — see https://www.hubspot.com/pricing/sales.

Step-by-step setup

Setup steps will appear here once HubSpot ships. The flow will mirror the other OAuth integrations:

1. In ClientPulse, click Connect HubSpot on /dashboard/integrations.

2. You'll be sent to https://app.hubspot.com/oauth/authorize. Sign in with your HubSpot admin account and pick the portal to connect.

3. Review and accept the requested scopes (contacts read/write, deals read/write, owners read, properties read).

4. HubSpot redirects you back to /dashboard/integrations with the connection live.

What you'll be able to do with it once connected

• Two-way sync of contacts: new clients in CP auto-create HubSpot contacts; new HubSpot contacts auto-create CP clients.
• Read deals + pipeline stage so the client detail page in CP shows open opportunities.
• Write back signals as HubSpot notes ("Aurora flagged this client as churn-risk on 2026-04-15").
• Auto-link MRR + revenue from your Stripe connection to the HubSpot deal record.

Common pitfalls (anticipated)

• Pitfall: Picking the wrong HubSpot portal (you have multiple). Fix: HubSpot's account picker shows all portals you're a member of — be careful to choose the right one. We will surface the portal name on the connected card so it's obvious.
• Pitfall: Custom property field-name mismatch between HubSpot and CP. Fix: When this ships there'll be a mapping screen where you align HubSpot custom properties to CP fields.

Restrictions (anticipated)

• One HubSpot portal per CP workspace.
• The connection will respect HubSpot API rate limits — large initial syncs may take 30+ minutes for portals with thousands of contacts.

Status — what's blocking this

We have HubSpot on the roadmap behind: (a) Notion (because more agencies asked for it first), and (b) deeper Stripe Connect billing automation. If HubSpot is a must-have for your agency, email support@helloaurora.ai — every customer request bumps it up the queue.

Need help?

Email support@helloaurora.ai — and let us know HubSpot matters to you.