HubSpot CRM¶
Overview¶
Rose integrates with HubSpot to sync contacted prospects and prevent duplicate outreach. When connected, Rose automatically syncs visitor data with your HubSpot account so your sales team knows which prospects have already been engaged.
How It Works¶
sequenceDiagram
participant Rose as Rose Platform
participant HubSpot as HubSpot CRM
Rose->>HubSpot: OAuth connection
Note over Rose,HubSpot: Periodic sync
Rose->>HubSpot: Sync contacts, leads, companies
HubSpot-->>Rose: Existing contact data
Note over Rose: Uses HubSpot data to<br/>avoid duplicate outreach
Setup¶
Connect HubSpot¶
- Go to your Rose backoffice → Integrations
- Find the HubSpot card
- Click Connect HubSpot
- You will be redirected to HubSpot to authorize the connection
- After authorizing, you will be redirected back to Rose
What Gets Synced¶
Once connected, Rose periodically syncs the following data from HubSpot:
| Data type | Description |
|---|---|
| Contacts | Contact records with email and company associations |
| Leads | Lead records for outreach deduplication |
| Companies | Company records for account matching |
Sync Status¶
You can monitor the sync status in the Integrations page:
- Connected — Integration is active and syncing
- Error — Last sync encountered an error (details shown in the card)
- Disconnected — Integration is not active
Disconnect¶
To disconnect HubSpot:
- Go to your Rose backoffice → Integrations
- Click Disconnect on the HubSpot card
- Confirm the disconnection
This removes the OAuth connection and stops syncing. Previously synced data is retained.