- Go to Connections and click Connect HubSpot.
- Choose your HubSpot account and approve PipeHalo's read-only permissions.
- The first sync starts right away and brings in 13 months of deals, companies and contacts.
PipeHalo reads companies, contacts and deals: amount, stage, dates, lead source, UTMs and campaigns. HubSpot campaigns need Marketing Hub Professional or Enterprise; without it, everything else still works.
After the sync, the HubSpot card shows a check like "Deals match HubSpot: 21 of 21 from the last 13 months". If the numbers don't match, click Sync now; if the gap stays, email support@pipehalo.com.
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