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Connect HubSpot to automatically sync your pursuits as Deals and your contacts as Companies — no manual data entry between SamSearch and your CRM.
You must have permission to authorize third-party app connections in your HubSpot account. If you’re not a HubSpot admin, ask one to approve the connection.
HubSpot integration card in Account > Integrations showing the Connect HubSpot button

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What this integration does

  • Pursuits sync as Deals in HubSpot
  • Contacts sync as Companies
  • Auto-syncs on pursuit save or status change
  • Deduplicates — won’t create duplicate deals
  • Can trigger only on opportunities above a score threshold (e.g. 80+)

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Part 1 — Connect HubSpot

1

Open Integrations

In the left sidebar, scroll to Account and click Integrations.
2

Find the HubSpot card

Scroll to the CRM section. The HubSpot card shows your current connection status.
3

Click Connect HubSpot

Click Connect on the HubSpot card.
4

Choose your HubSpot account

A popup opens showing the HubSpot accounts you have access to. Select the one you want to connect and click Choose Account.
HubSpot popup listing the HubSpot account to connect, with a Choose Account button
5

Review and grant permissions

HubSpot lists exactly what SamSearch is requesting access to — companies, contacts, and deals. Review the list and click Connect app.
HubSpot permissions screen listing the access SamSearch is requesting, with a Connect app button
6

Accept the unverified app warning

Because SamSearch’s HubSpot app hasn’t gone through HubSpot’s app marketplace review, HubSpot shows an “unverified app” warning. Type I accept the risk in the field and click Connect to proceed.
HubSpot unverified app warning requiring the user to type 'I accept the risk' before clicking Connect
7

Confirm connected status

The popup closes and the HubSpot card now shows Connected, along with the portal name.

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Part 2 — Optional: set a score threshold

By default, every pursuit you save syncs to HubSpot. If you only want higher-confidence opportunities to sync:
  1. On the connected HubSpot card, click Configure.
  2. Turn on Only sync above score threshold.
  3. Set a minimum score (e.g. 80).
  4. Click Save.
Pursuits scoring below the threshold are not sent to HubSpot, even if saved or updated in SamSearch.

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Troubleshooting

Deals aren’t showing up in HubSpot
  • Confirm the integration status is Connected on the Integrations page.
  • Check whether a score threshold is set — pursuits below it won’t sync.
  • Auto-sync fires on save or status change; editing unrelated fields won’t trigger a new sync.
I’m seeing duplicate deals
  • SamSearch deduplicates based on the pursuit’s linked opportunity ID. If a deal was created manually in HubSpot before connecting, it won’t automatically merge with the synced deal — merge it manually in HubSpot.
The OAuth popup closes without connecting
  • Make sure pop-ups aren’t blocked for SamSearch in your browser.
  • Confirm you have permission to authorize apps in your HubSpot portal.
Still stuck? Contact support@samsearch.co with your SamSearch account email and your HubSpot portal name.