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HubSpot Integration

Connect HubSpot to see how your sales pipeline correlates with revenue metrics.

Overview

The HubSpot integration brings CRM data into Beacon, allowing you to:

  • •Track deal progression and close rates
  • •Correlate pipeline activity with revenue
  • •Identify which marketing sources drive revenue
  • •Forecast future revenue based on deal stage

Connecting HubSpot

Follow these steps to connect your HubSpot account:

  1. 1Navigate to Settings → Integrations in Beacon
  2. 2Click "Connect HubSpot"
  3. 3Sign in to your HubSpot account (if not already signed in)
  4. 4Review the permissions Beacon is requesting
  5. 5Click "Grant access" to authorize Beacon
  6. 6You'll be redirected back to Beacon

What Data is Synced?

Beacon syncs the following data from your HubSpot account:

Data TypeUsed For
ContactsLinking customers to CRM records
CompaniesAccount-level tracking and segmentation
DealsPipeline analysis and forecasting
Deal StagesConversion tracking and win rates

Matching Customers

Beacon automatically matches HubSpot contacts with Stripe customers using:

  1. 1Email address (primary matching method)
  2. 2Company name (for business accounts)
Customer Matching

When a match is found, you'll see HubSpot deal information on the customer detail page in Beacon.

Pipeline Intelligence

Once connected, you can:

  • •View total pipeline value and deal count
  • •See average deal size and close rate
  • •Track time to close by deal stage
  • •Identify which lead sources convert to revenue
Access Pipeline Insights

Access these insights from the "Pipeline" section in your Beacon dashboard.

Ongoing Sync

HubSpot data syncs every 6 hours to keep pipeline metrics current. Manual refresh is also available from Settings → Integrations.

Troubleshooting

No Deals Appearing

If you don't see deal data:

  1. 1Verify you have deals in your HubSpot account
  2. 2Check that your HubSpot account has a sales pipeline configured
  3. 3Ensure Beacon has permission to access deals (check Settings → Integrations)
  4. 4Wait up to 6 hours for initial sync to complete

Customers Not Matching

If HubSpot contacts aren't matching with Stripe customers:

  • •Ensure email addresses match exactly between Stripe and HubSpot
  • •Check for typos or different email addresses
  • •Company name matching is case-insensitive but spelling must match

Disconnecting HubSpot

To disconnect HubSpot:

  1. 1Go to Settings → Integrations
  2. 2Click "Disconnect" next to HubSpot
  3. 3Confirm disconnection
Note

Historical pipeline data will be preserved, but new deals won't sync until you reconnect.

Need Help?

For HubSpot integration issues: