Table of contents
HubSpot CRM
Contact and company activity from HubSpot appears in ClientSights so leaders can see relationship work happening alongside execution. HubSpot contacts and companies are also bridged into ClientSights as Person and Company records, building relationship context automatically as your team works.
For connection steps, see HubSpot Setup.
What ClientSights Receives
ClientSights captures contact creation and field updates, and company creation and field updates. Each change generates an activity entry for the owner of the record. When multiple fields change on the same record within 10 minutes, ClientSights consolidates them into a single entry with each change listed in the detail.
Contact and company content, such as notes, email history, or attached files, is never received. Only field-level change metadata is ingested.
How CRM Activity Appears
Contact and company activity is categorized as General. Activity titles follow the pattern Updated contact: John Smith or Created company: Acme Corp.
HubSpot contacts resolve to ClientSights Person records. Companies resolve to ClientSights Company records. Associations between them are linked automatically. This happens even when no mapped ClientSights user owns the record, though timeline activity only appears for mapped and subscribed users.
On first connect, ClientSights backfills 30 days of contact and company data. New activity appears within roughly 20 minutes of occurring in HubSpot.
Troubleshooting
CRM activity is not appearing
Confirm the affected user is mapped in the Users tab and that CRM is enabled in the Features tab. Confirm the user owns the relevant records in HubSpot, as activity is attributed to the record owner.
A specific field is not appearing
Only fields included in HubSpot's webhook payload for that object type are available. If a field consistently does not appear, contact us at success@ClientSights.ai or via the in-app form.
Activity is delayed
This is expected. Activity is processed in batches roughly every 20 minutes, with an hourly sweep also running to catch anything missed.