Setting up the HubSpot integration
Myphoner's HubSpot integration provides bidirectional synchronization between your HubSpot CRM and Myphoner lists. You can import contacts from HubSpot, push lead updates and activities back, and keep both systems in sync automatically.
Requirements: HubSpot integration requires a plan that includes this feature.
1. Connect your HubSpot account
There are two ways to connect HubSpot accounts in Myphoner:
Connect your own HubSpot account from Manage -> Settings -> Integrations.
Connect (multiple) client-held HubSpot accounts (requires the Premium plan) from Manage -> Clients -> edit client.
Click "Connect" under HubSpot and follow the instructions to authorize Myphoner access to your HubSpot account.
Connecting your own HubSpot account from Myphoner settings
Connecting clients' HubSpot accounts from the Client management section
2. Enable the integration on a list
Go to Manage -> Lists -> select list -> HubSpot tab to configure the integration for that list.
Configure and enable the HubSpot integration from the Myphoner list configuration section.
Sync direction
Choose how data flows between Myphoner and HubSpot:
HubSpot -> Myphoner -- Import contacts from HubSpot into this list. Filter by lifecycle stage: All Contacts, Leads, Marketing Qualified Leads, or Sales Qualified Leads.
Myphoner -> HubSpot -- Push lead data and activities from Myphoner to HubSpot. Configure what gets created in HubSpot:
Contacts -- create or update HubSpot contacts from Myphoner leads
Companies -- optionally create associated companies
Deals -- optionally create deals with a default deal stage
Tasks -- optionally create HubSpot tasks
Both directions -- Enable bidirectional sync for real-time two-way updates.
Import behavior
When importing contacts from HubSpot, choose how duplicates are handled:
Match and merge -- Match by email, merge field values if found, create new if not.
Match and skip -- Match by email, skip if found, create new if not.
Always create -- Create a new lead regardless of duplicates.
Activity sync
Enable activity sync to push Myphoner activities to HubSpot:
Calls, emails, SMS, and dispositions are logged as HubSpot activities.
Each activity type maps to a HubSpot activity (calls, emails, or notes).
3. Configure field mappings
Go to the Field Mappings tab to control how data maps between Myphoner columns and HubSpot properties.
Checking integration mappings from the List configuration section
Myphoner auto-detects matching fields on initial setup. For each mapping, choose a sync direction:
Bidirectional -- Changes sync both ways.
CRM priority -- HubSpot values always overwrite Myphoner.
Myphoner priority -- Myphoner values always overwrite HubSpot.
Disabled -- No sync for this field.
Field mappings cover three object types: Contacts, Companies, and Deals. Use the "Refresh fields" button if you add new properties in HubSpot.
4. Configure user mappings
Go to the User Mappings tab to map Myphoner agents to HubSpot owners. This ensures activities and ownership are attributed correctly in both systems.
Myphoner auto-maps users by matching email addresses and names. Use "Refresh users" to sync the latest HubSpot owner list.
5. Configure activity mappings
Go to the Activity Mappings tab to control which Myphoner events create activities in HubSpot:
Calls -> HubSpot calls
Emails sent/replied -> HubSpot emails
Dispositions, SMS, and other events -> HubSpot notes
Use "Refresh activity types" to sync available HubSpot activity types.
6. Monitor sync status
The sync status header shows:
Connection status -- which HubSpot account is connected.
Sync direction indicator -- one-way or two-way.
Last sync time -- when the most recent sync completed.
Sync now button -- trigger a manual sync at any time.
The Sync logs tab shows the history of sync operations with counts of imported, updated, and skipped records.