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This document is your complete guide for connecting your HubSpot portal to DataLane as a Destination for CRM matching and/or sync.

1 What is the DataLane HubSpot Integration

1.1 What DataLane Does in Your HubSpot Portal

DataLane connects to HubSpot via OAuth and the HubSpot CRM APIs to perform entity resolution and data enrichment / syncing on your Company and Contact records.

What DataLane does:

• Reads Company and Contact records to match them against DataLane's data

• Writes entity resolution results back to HubSpot properties (for example, matched DataLane IDs and match timestamps)

• Creates new Company and Contact records when configured for insert syncs

• Updates existing Company and Contact records when configured for update syncs

• Reads Deal associations for Contact update guards when those protections are enabled

What DataLane does not do:

• Install a managed package, custom code, UI extension, workflow, or serverless function in HubSpot

• Delete records from your HubSpot portal

• Store your HubSpot username or password

1.2 What Gets Created or Managed

During setup, DataLane uses OAuth plus HubSpot property APIs to verify that the required DataLane-managed properties exist. If they do not exist, the DataLane setup flow can create them automatically.

Property group

DataLane creates or uses a HubSpot property group named "datalane" for DataLane-managed properties.

Required properties on Company:

Optional DataLane-managed Company property:

Required properties on Contact:

If a required property is already present, DataLane will not create a duplicate. If a required property is present but has the wrong type or is not writable, the setup screen will tell you which property needs to be fixed.

1.3 OAuth Scopes and Data Access

The HubSpot app requests the following scopes:

These permissions allow DataLane to:

• Inspect Company and Contact schemas during setup

• Search, read, create, and update Company and Contact records

• Create the datalane property group and missing DataLane-managed properties when needed

• Read Contact-to-Deal associations when Contact update protections are enabled

• Run bulk import/export workflows for CRM matching and syncs

The OAuth connection runs with the permissions of the HubSpot user who authorizes it. You can revoke DataLane's access at any time by disconnecting the destination in DataLane or revoking the app authorization in HubSpot.

2 Installation & Configuration

2.1 Verify Prerequisites

Before connecting HubSpot, please confirm:

• You know which HubSpot portal should be connected to DataLane

• You can sign in to that portal as a HubSpot Super Admin, or as an admin who can install apps and manage CRM properties

• Browser popups are allowed for the DataLane / Nango OAuth window

Recommended authorizing user

We recommend that a HubSpot Super Admin complete the one-time OAuth authorization. If you use a non-Super Admin, confirm the user has permission to:

• Install and authorize apps

• Read and write Companies

• Read and write Contacts

• Read Deals

• Import records

• Export records

• Create and edit Company and Contact properties

Important: The HubSpot connection runs with the permissions of whichever user authorizes it. Use an admin account that should own the ongoing integration connection.

2.2 Start the Destination Setup in DataLane

1. Log in to DataLane.

2. In the left sidebar, click Setup → Destinations.

3. Click Add Destination.

4. Select HubSpot.

5. DataLane will open the HubSpot destination setup page.

2.3 Complete OAuth Authorization

1. On the Authorization step, click Connect to HubSpot.

2. A HubSpot OAuth window will open.

3. Sign in to HubSpot as the admin user you want to authorize the integration.

4. Choose the correct HubSpot portal.

5. Review and approve the requested scopes.

6. Wait for DataLane to show Successfully connected to HubSpot.

7. Click Continue to Configuration.

Important:

• If you have access to multiple HubSpot portals, verify that you select the correct portal during OAuth.

• If the OAuth window does not open, allow popups for DataLane / Nango and retry.

2.4 Verify or Create Required HubSpot Properties

DataLane will check that the required HubSpot properties exist and are writable.

1. Review the required fields check for the companies Object and contacts Object.

2. If every object shows Ready, click Continue.

3. If fields are missing, click Create Missing Fields.

4. Wait for DataLane to create the missing properties in HubSpot.

5. Click Re-check Fields.

6. Continue only after all required objects show Ready.

If field creation fails, the authorizing HubSpot user likely does not have permission to create or edit CRM properties. Retry with a HubSpot Super Admin, or create/fix the properties manually in HubSpot and then click Re-check Fields.

2.5 Verify the Installation

After setup is complete, verify the following:

• DataLane → Setup → Destinations shows the HubSpot destination as connected

• HubSpot Settings → Properties shows a datalane property group on Companies and Contacts

• Company properties exist: datalane_account_id, datalane_attempted_match_date, datalane_last_enriched_date

• Contact property exists: datalane_contact_id

3 Troubleshooting

4 Quick Reference