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Manage your HubSpot Connection

Pause, control sync frequency, reauthorize, and select fields to sync.

Joy Rudnick avatar
Written by Joy Rudnick
Updated over a week ago

In this article:

Reauthorize Your Connection

Reauthorization is required if user permissions change or users lose access to HubSpot.


To complete the HubSpot connection, you must have Super Admin permissions and Marketplace Access in HubSpot.

To access your HubSpot settings, navigate to the Data tab in the left navigation bar. You are brought to the Data Sources page. Hover over the three dots on the HubSpot row and click on Settings.

screenshot of data sources HubSpot settings in Crossbeam

In the settings pop up modal, click Reauthorize to authenticate the connection with a different username and password. Click Save Changes and return to the Data Sources page.

Pause Data Sync

Sync Data from HubSpot is an option in the settings pop up modal. Here, you will see a green button to toggle on or off. This allows you to pause and restart the data sync as needed. When the toggle is on, your HubSpot connection status will state Active on the Data Sources page. When the toggle is grey, your HubSpot connection status will be Not Syncing.

You will not be able to select or remove fields while the sync is paused.

View Connection Status

The connection status appears within the HubSpot Settings menu and also on your Data Sources page.

  • Active: the integration is active and will sync according to your sync frequency.

  • Not Syncing: the integration is paused and will not sync data until it is made active.

  • Error: the integration hit an error and is unable to sync. If available, details on the error will appear.

✍️ Note

Contact us at if you have problems with your sync.

Adjust Sync Frequency

In the HubSpot Settings pop up modal, you can adjust the frequency of the data sync by expanding the dropdown menu next to Update Frequency. Select how often you HubSpot data should sync. Click Save Changes.

Edit Data Sync

Click on the Edit Data Sync in the HubSpot Settings pop up. This will open the Customize Fields pop up modal.

  1. On the Customize Fields pop up, expand any of the tables under All Data by clicking the drop down arrow next to the table name or use the search bar to find fields. Under Data Presets you can also explore suggested fields base on your business focus.

  2. Select or deselect any of the fields to customize your data.

  3. Click Review fields and select Sync Now to complete the the data connection.

  4. Or click Customize to edit your changes before completing the sync.

  5. Click Save Changes before closing Salesforce Settings pop up modal.

GIF in Crossbeam on how to edit hubspot data edit

Back on the Data Sources page, the HubSpot row will display Setting up while the sync is in process for a few minutes. Once the sync is complete you will see HubSpot listed as Active.

🎓 Sign into Crossbeam Academy to further explore HubSpot as a Data Source!

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