CRM integration

Deals sync both ways. The introducer stays attached in both systems.

Q: Do we need a HubSpot admin to set this up?

You need someone with permission to authorize apps in your portal. The rest is a guided wizard in Introzy settings; most teams finish in one sitting.

Q: We have custom pipelines and properties. Will it fit?

Yes. The wizard maps your pipelines, stages, and fields, custom ones included. Nothing about your HubSpot object model changes.

Sync contacts, companies, and deals between Introzy and HubSpot. Configure per-pipeline syncs, map stages and fields, and keep marketing lists aligned in both directions.

Introzy · Referral pipeline

Harbor & Bell

Introduced by Calder & Roe LLP

Qualified

Novaform

Introduced by D. Whitfield

Won

HubSpot · Sales pipeline

Harbor & Bell

Referral source: Calder & Roe LLP

Presentation

Novaform

Referral source: D. Whitfield

Closed won

Illustrative data. A stage change on either side updates the other, and the referral source rides along on every deal.

What the connection does

Two-way contact, company, and deal sync

Per-pipeline stage and field mapping

Marketing list syncs with HubSpot

Real-time webhooks with delivery health monitoring

What	Direction	Notes
Contacts	Two-way	Kept aligned in both systems
Companies	Two-way	Kept aligned in both systems
Deals	Two-way, per pipeline	You choose which pipelines participate
Stages & fields	Mapped	A guided wizard maps them once
Marketing lists	Synced	Segments stay aligned with HubSpot lists
Referral attribution	Attached	The introducer is visible on every synced deal

How it connects

Connect your account

Authorize with HubSpot OAuth from Introzy settings. No object-model changes, no CSV gymnastics.

Map pipelines and stages

Choose which pipelines sync, map your stages and fields, and pick the direction that fits your workflow.

Work where you already work

Stage changes flow between systems in real time, and the referral source stays attributed on every deal.

hubspot.com HubSpot webhooks documentation

Useful on day one, whoever you are

For the team

Deals your team works in HubSpot show up in Introzy already credited to whoever made the introduction.
No retyping and no export-import loop: close a deal in HubSpot and the referral fee math starts on its own.
Marketing keeps its lists, partnerships keeps its attribution, and nobody changes tools.

For the builder

OAuth connection from Introzy settings; revoke from either side at any time.
Per-pipeline sync configs with stage and field mapping, one-way or two-way per config.
Change delivery is webhook-driven with health monitoring, so you see delivery status instead of guessing.

Questions

Questions teams ask

Will Introzy overwrite data in my HubSpot portal?

Only what you map. Sync direction is configurable per pipeline, so you can run one-way from HubSpot into Introzy until you trust the mapping, then turn on two-way.

Do we need a HubSpot admin to set this up?

We have custom pipelines and properties. Will it fit?