HubSpot import
The HubSpot Connector app migrates a HubSpot portal into Coco CRM. It imports Companies, Contacts, and Deals, and can re-sync later to pick up changes — ideal for moving a team off HubSpot without losing data.
Connecting to HubSpot
The connector authenticates with a HubSpot private-app access token:
- In HubSpot, go to Settings → Integrations → Private Apps and create a private app.
- Grant it read scopes for contacts, companies, and deals.
- Copy the access token.
- Open the HubSpot Connector page in Coco CRM and paste the token.
Once connected, the dashboard shows live record counts for each object type.
The import dashboard
| Element | What it does |
|---|---|
| Live counts | Shows how many Companies, Contacts, and Deals exist in your HubSpot portal |
| Per-object fetch | Import a single object type (e.g. just Companies) |
| Import All | Import all three object types in one run |
| Sync | Re-run to pick up incremental updates from HubSpot |
| CSV export | Export fetched HubSpot data as CSV files instead of importing directly |
How imports work
Imported data flows through Coco CRM's native CSV import pipeline — the same one used for manual file imports. That means:
- Field mapping behaves exactly as it does in a manual import: HubSpot properties are normalized onto Coco CRM fields.
- Validation and deduplication apply the same rules, so re-imports update rather than duplicate records.
See Import and export for how the CSV pipeline works in general.
Cocolevio custom fields
Imported companies carry the Cocolevio custom fields — including Lead Score, AI Opportunity Insight, Cold Email Message, and LinkedIn Message — so imported accounts plug straight into your outreach workflows. See Objects and fields.
Keeping data in sync
After the initial migration, use the Sync dashboard for repeated, incremental syncs. Each sync fetches current HubSpot data and updates existing Coco CRM records through the same import pipeline.
Tips
- Import Companies first, then Contacts and Deals, so relations resolve cleanly — or just use Import All, which handles ordering for you.
- If counts don't appear after pasting the token, verify the private app has read scopes for all three object types.
- Use CSV export when you want to review or edit HubSpot data before it enters the CRM.