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HubSpot Integration

Sync companies and contacts between D-Tools Cloud and HubSpot.

Written by Eduardo Voloch

What syncs today:

HubSpot to D-Tools Cloud (on by default once connected)

When this happens in HubSpot

This happens in D-Tools Cloud

New contact is created

A new Client is created with name, email, phone, job title, company, and address

New company is created

A new Account is created with name and address

Company is updated

The matching Account is updated

D-Tools Cloud to HubSpot (requires the bi-directional setup in Step 2 below)

When this happens in D-Tools Cloud

This happens in HubSpot

Account is created or updated

The matching company is created or updated

Before you start

  • A HubSpot account with admin access (or access to create custom properties)

  • A D-Tools Cloud account with admin access

This article explains how to integrate HubSpot with D-Tools Cloud. We offer a lightweight integration that syncs the Account name and addresses between Cloud and Hubspot.

Step 1: Connect HubSpot to D-Tools Cloud

This turns on HubSpot → D-Tools Cloud sync.

  1. In D-Tools Cloud, go to Settings > Integrations.

  2. Find HubSpot under CRM integrations.

  3. Click Connect.

  4. Sign in with your HubSpot account when prompted.

  5. Approve the permissions screen.

To confirm it worked: create a test contact in HubSpot. Within a few seconds it should appear as a Client in D-Tools Cloud.

Important: make address fields show up on the Create contact form

HubSpot's default Create contact form does not include address fields. Without this change, addresses stay empty on the contact record and will not sync to D-Tools Cloud.

  1. In HubSpot, click the Settings gear (top-right).

  2. Under Data Management > Objects, click Contacts.

  3. Click the Record customization tab, then Customize the "Create contact" form.

  4. Add these fields: Street Address, City, State/Region, Postal Code, Country/Region.

  5. Save.

From this point on, anything typed into those fields at creation time will sync through to the D-Tools Cloud Client.

If this is all you need, stop here.

Step 2 (optional): Enable two-way sync with the dtcid property

Two-way sync lets changes in D-Tools Cloud flow back to HubSpot. To do that, HubSpot needs a place to store the D-Tools Cloud account ID on each company. That place is a custom property called dtcid.

dtcid is only needed on Company. Do not create it on Contact. None of the current sync flows read or write a contact-level dtcid, so one on Contact would sit empty and unused.

  1. In HubSpot, click the Settings gear (top-right of the nav bar).

  2. In the left sidebar, under Data Management, click Properties.

  3. At the top of the Properties page, set the object picker to Company properties.

  4. Click Create property (top-right).

  5. Fill in:

    • Object type: Company

    • Group: Company information

    • Label: dtcid

    • Description (optional): Stores the D-Tools Cloud account ID

  6. Click Next.

  7. Set Field type to Single-line text.

  8. Click Create.

D-Tools Cloud writes to this field automatically when an account is created or synced. You don't fill it in yourself.

That's the full setup.

Roadmap

More fields are planned. No firm timeline yet.

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