Integrations
HubSpot
Connect HubSpot and sync contacts, fields, and LinkedIn activity.
HubSpot links your CRM to Obert. On the card, Obert describes the integration as a way to add HubSpot contacts to an Obert list or campaign from a workflow.
Connect
- Open Settings → Integrations.
- Under CRM, find HubSpot.
- Click Connect and finish OAuth in HubSpot.
- When connected, the row shows your portal (for example Connected to your HubSpot domain).
Sync settings
- Open the HubSpot menu (⋯) → Sync settings, or go to Settings → Integrations → HubSpot sync.
- Use the tabs:
| Tab | Purpose |
|---|---|
| General | When to create contacts, keep records updated, log conversations |
| Field mapping | Map Obert fields to HubSpot properties |
| Activity mapping | Choose which Obert activities sync to HubSpot |
| Logs | Review sync status and errors |
On General:
- When to add contacts — options include After a qualifying reply (recommended), After any reply, For every lead, When email is known, and Never, match only.
- Keep contacts up to date — push name, title, email, and mapped fields when a lead changes in Obert.
- Log LinkedIn conversations — save each LinkedIn thread as a note on the matching HubSpot contact.
- Do-Not-Contact import — open Do-Not-Contact to import HubSpot contacts Obert should skip.
Disconnect
On the integrations list, open the HubSpot menu → Disconnect.