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How to connect HubSpot CRM

This article will walk you through the process of integrating your HubSpot account with PartnerPortal.io.

Connecting HubSpot to PartnerPortal.io lets you automatically create and update deals in HubSpot when leads are registered and progressed in the portal.

Who can do this: Admins only

Before You Start

  • Admin access to PartnerPortal.io

  • Access to the HubSpot account you want to connect

Step 1: Connect Your HubSpot Account

  1. Log in to your portal.

  2. In the left-hand sidebar, go to the Integrations section and select Enable HubSpot.
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    PartnerPortal.io sidebar showing the Integrations section with Enable HubSpot selected

  3. Click Login with HubSpot. If you're already logged into HubSpot in your browser, you will not be prompted to log in again.
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    HubSpot login prompt

  4. Click Connect App.
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    HubSpot Connect App authorization screen


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  5. In the pop-up, select the HubSpot account you want to integrate.
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    HubSpot account selection pop-up


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  6. Once connected, click Configure to open the integration settings.

Step 2: Map Your Lead Registration Form

In the configuration screen, map your lead registration form fields to HubSpot. Default fields are mapped automatically. Any custom fields you add later will need to be mapped manually.

Step 3: Select Your Pipeline

Find the Pipeline object and set the Type to Static Value. Choose the appropriate pipeline from the dropdown.

Pipeline object configuration showing Type set to Static Value with a pipeline selected from the dropdown

Pipeline dropdown expanded showing available HubSpot pipelines

Step 4: Map Portal Phases to HubSpot Deal Stages

  1. Click the Deal Stage object and select Map Values.
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    Deal Stage object with Map Values button highlighted


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  2. Map each HubSpot deal stage to the corresponding portal phase.

Deal stage mapping panel showing HubSpot stages mapped to portal phases

Step 5: Set the Starting Deal Stage in HubSpot

Choose how you want deals to be placed in HubSpot when they are first created. There are two approaches:

Infer from mapping

Map manually

How it works

The portal reads your phase mapping and assigns the HubSpot stage automatically

You choose a specific starting stage regardless of the current portal phase

Best for

Simple mappings where each portal phase maps to exactly one HubSpot stage

Cases where you're not creating deals immediately on lead approval, or where you need a specific starting stage

Limitation

If one portal phase maps to multiple HubSpot stages, this option returns an error

Requires you to select the stage manually

On Create configuration panel showing the Infer from Mapping option selected

On Create configuration panel showing the Map Manually option selected

Stage selection dropdown showing a specific pipeline stage being selected

Step 6: Save Your Settings

Click Save once you have finished all configuration.

Save button at the bottom of the HubSpot configuration screen

PartnerPortal Documentation · Last updated: July 2026

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