Category
Integrations
Connecting HubSpot to the systems around it. APIs, private apps, webhooks, file-based pipelines, and what to do when the vendor says it cannot be done.
- 5 min read
Running HubSpot and Salesforce together: how the sync really behaves
Inclusion lists, field sync rules, API call budgets and duplicates. How to run marketing in HubSpot and sales in Salesforce without two versions of a lead.
- 5 min read
WordPress HubSpot integration: plugin, Forms API or keep your own forms
The official plugin, HubSpot forms embedded on WordPress, or your existing forms posting to the Forms API. What each one does to attribution, speed and consent.
- 5 min read
HubSpot ERP integration: what to sync, in which direction, and why
NetSuite, SAP, Dynamics or Odoo. Which records the ERP owns, which HubSpot owns, how closed won becomes a sales order, and the fields that cause disputes.
- 5 min read
Can you schedule a recurring CSV import in HubSpot?
HubSpot has no scheduled import button. The three ways teams automate a recurring CSV anyway, from the Imports API to a full pipeline, and how to choose.
- 4 min read
How to create a HubSpot private app, and how to scope it properly
API keys are gone. Private apps issue scoped access tokens. What to grant, what to refuse, and how to rotate the token without an outage.
- 5 min read
AI automation for back office processes: what you test before you build
A labelled evaluation set, an agreed pass threshold, confidence based escalation and a shadow run. How to prove an automation works before it touches live work.
- 6 min read
How to sync a system to HubSpot when it only exports a CSV
A file export is a legitimate integration source. The architecture that makes a nightly CSV as reliable as an API: validation, keyed upserts and alerting.
- 5 min read
How does a HubSpot integration actually work?
Marketplace app, custom private app or file pipeline. What moves the data, what a sync direction really means, and what happens when the two systems disagree.
- 5 min read
API integration error handling, written for the person who gets the email
Idempotent upserts, dead letter queues, quarantine reports and alerting on absence. What happens operationally when the nightly file does not arrive.
- 6 min read
Custom API integration services: the six stages, with week numbers
What an integration engagement actually contains: systems audit, mapping contract, staging build, backfill and reconciliation, cutover, and who holds the runbook.