> ## Documentation Index
> Fetch the complete documentation index at: https://docs.samsearch.co/llms.txt
> Use this file to discover all available pages before exploring further.
# HubSpot Setup
> Sync pursuits and contacts between SamSearch and HubSpot
Connect HubSpot to automatically sync your pursuits as Deals and your contacts as Companies — no manual data entry between SamSearch and your CRM.
This is a **shared, org-wide connection**, and connecting or disconnecting it requires the **owner** or **admin** role on your SamSearch account. You must also 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.
## What this integration does
* Pursuits sync as a **Deal** — `dealname` from the pursuit title, `dealstage` from your stage mapping (set in the **Map your pipeline stages** step below), `closedate` from the pursuit's due date, and `amount` from the opportunity's estimated value
* The Deal description combines the opportunity's description with an Agency / Notice ID / Type summary
* Two custom properties are set on the Deal: a link back to the pursuit in SamSearch, and the AI Profile it came from
* Contacts sync to HubSpot as **Companies**
* Syncing is **real-time** — it fires the moment you save a pursuit or change its status, not on a delay
* Before creating a Deal, SamSearch searches for an existing one with the same name and updates it instead of creating a duplicate
***
## Part 1 — Connect HubSpot
In the left sidebar, scroll to **Account** and click **Integrations**.
Scroll to the **CRM** section. The **HubSpot** card shows your current connection status.
Click **Connect** on the HubSpot card. Because this is a shared, org-wide connection, a confirmation dialog explains that every team member will share it and see synced data — SamSearch recommends using a dedicated work account (e.g. `ops@yourcompany.com`) rather than a personal one. Click **I understand connect HubSpot** to proceed.
A popup opens showing the HubSpot accounts you have access to. Select the one you want to connect and click **Choose Account**.
HubSpot lists exactly what SamSearch is requesting access to — companies, contacts, and deals. Review the list and click **Connect app**.
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.
The popup closes, the HubSpot card shows **Connected**, and the **Configure** panel opens automatically. Map each SamSearch pipeline column to a HubSpot Deal pipeline stage, then click **Save**. If no stages appear, click **Refresh** above the list.
On first connect, SamSearch copies every existing pursuit into HubSpot as a Deal — you'll see the card in a **Syncing** state with a live counter until it finishes. See [Connection states](/features/integrations#connection-states) for what each card state means, including what an expired connection looks like.
***
## Troubleshooting
**Deals aren't showing up in HubSpot**
* Confirm the integration status is **Connected** on the Integrations page — an expired or revoked token shows as an **Error** state with a **Reconnect** link.
* Confirm you completed the stage-mapping step in Configure; syncing needs a mapped stage for the pursuit's current column.
* Syncing fires on save or status change; editing unrelated fields won't trigger a new sync.
**I'm seeing duplicate deals**
* SamSearch matches by exact deal name before creating a new one. If a deal was created manually in HubSpot with a different name before you connected, 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](mailto:support@samsearch.co) with your SamSearch account email and your HubSpot portal name.
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