# Connect HubSpot from Bridge

> Connect your HubSpot portal from the Bridge console

- Type: Task
- App: Admin console
- Screen: CRM
- Section: HubSpot integration
- Also searched as: connect hubspot, integrate hubspot, install hubspot, crm, oauth, authorize, hubspot sign in, sync, overwrite, exclude
- Open: https://help.bridge.new/console/hubspot-connect?lang=en
- Markdown: https://help.bridge.new/md/console/hubspot-connect.md

Connect your HubSpot portal from the Bridge console

Choose HubSpot in Connections › CRM, authorize the connection in HubSpot and come back to Bridge with the integration active. In 10 steps.

## What you can do

- A three-step setup
- Choose how existing contacts are handled
- Authorization in HubSpot
- The integration tabs, ready

## Steps

### Step 1 · Choose the workspace

The connection starts in the workspace you want to connect.

Log in to the Bridge admin console at admin.bridge.new with an administrator user. In the sidebar, use the workspace selector to choose the workspace you want to connect to HubSpot.

- Log in to admin.bridge.new as an administrator
- Choose the workspace in the sidebar selector

Open: https://help.bridge.new/console/hubspot-connect/1?lang=en

### Step 2 · Open Connections › CRM

The connection follows a three-step setup.

In the sidebar, open Connections › CRM. The page shows a three-step setup: Connect CRM, where you choose the CRM and connect; Field mapping, where you match HubSpot fields with Bridge attributes; and Review and sync, where you review the result of the sync.

- Connections › CRM, in the sidebar
- Connect CRM, Field mapping and Review and sync

Open: https://help.bridge.new/console/hubspot-connect/2?lang=en

### Step 3 · Select HubSpot

Choose the CRM you are connecting.

From the Select your CRM dropdown, choose HubSpot. The card below changes to Connect your CRM HubSpot and shows the Sign in to your HubSpot account button.

- The Select your CRM dropdown
- Choose HubSpot

Open: https://help.bridge.new/console/hubspot-connect/3?lang=en

### Step 4 · Choose the sync setting

Decide what happens to contacts already in both systems.

Before you authorize the connection, choose in Sync settings how Bridge should handle contacts that exist in both systems. Overwrite automatically replaces the contact data in Bridge with the CRM data. Exclude does not update contacts already in Bridge with data from the CRM; you can sync them manually if needed. This setting only affects how data is synced into Bridge: your CRM is not updated unless you sync a contact manually. You can change it after the initial setup.

- Overwrite: CRM data replaces Bridge data
- Exclude: Bridge contacts are not updated
- Only affects what comes into Bridge

Open: https://help.bridge.new/console/hubspot-connect/4?lang=en

### Step 5 · Sign in to HubSpot

The authorization continues in HubSpot.

In the Connect your CRM HubSpot card, at the bottom, click Sign in to your HubSpot account. A new browser tab opens with HubSpot.

- Click Sign in to your HubSpot account
- A new HubSpot tab opens

Open: https://help.bridge.new/console/hubspot-connect/5?lang=en

### Step 6 · Choose your HubSpot account

Say which HubSpot portal connects to Bridge.

HubSpot shows that you are connecting Bridge to HubSpot and offers two options: Create a new HubSpot account or Sign in to your HubSpot account. If you are not signed in to HubSpot yet, log in with your HubSpot credentials. Then, under Choose an account, select the portal you want to connect and click Choose Account.

- Log in with your HubSpot credentials
- Select the portal under Choose an account
- Click Choose Account

Open: https://help.bridge.new/console/hubspot-connect/6?lang=en

### Step 7 · Review the permissions

HubSpot shows what Bridge will be able to see and do.

HubSpot shows the scope approval screen with the permissions Bridge requests; Bridge appears with its official name and logo. The permissions include viewing and managing CRM data, such as contacts, companies, deals and their properties, and basic HubSpot account information: the user’s email address and the account’s primary domain.

- Manage and view your CRM data
- Basic HubSpot account information

Open: https://help.bridge.new/console/hubspot-connect/7?lang=en

### Step 8 · Authorize with Connect app

Once you authorize, HubSpot sends you back to Bridge.

Check the box that confirms you agree to the app’s terms and privacy policy, and click Connect app. HubSpot redirects you back to Bridge.

- Agree to the terms and privacy policy
- Click Connect app

Open: https://help.bridge.new/console/hubspot-connect/8?lang=en

### Step 9 · Check that HubSpot is connected

Back in Bridge, the connection is active.

Back in Bridge, the CRM page says HubSpot is connected with the message The provider HubSpot is currently connected. The Overview, Activities, Contacts, Deals, Pipelines and Duplicate Contact Handling tabs appear, and the setup continues with step 2, Field mapping.

- The provider HubSpot is currently connected
- Six tabs appear
- Next: step 2, Field mapping

Open: https://help.bridge.new/console/hubspot-connect/9?lang=en

### Step 10 · Continue with field mapping

The last part of the connection: matching the fields.

In Field mapping, Bridge suggests a mapping between HubSpot fields and Bridge attributes based on standard names. Required fields, such as First Name, Last Name, Phone Number and Email, appear as Linked; the others show Not linked until you map them or create the attribute. To review the mapping and finish the sync, follow the guide Choose the sync and map the fields.

- Linked: the field is already matched
- Not linked: map it or create the attribute
- Next guide: map the fields

Open: https://help.bridge.new/console/hubspot-connect/10?lang=en

## Related guides

- Tour of this screen: [Get to know the HubSpot integration](https://help.bridge.new/md/console/hubspot.md): What the HubSpot integration does and how it works day to day. · Open: https://help.bridge.new/console/hubspot?lang=en
- More in HubSpot integration: [Install Bridge from the HubSpot Marketplace](https://help.bridge.new/md/console/hubspot-marketplace.md): Install Bridge in your portal from the HubSpot App Marketplace · Open: https://help.bridge.new/console/hubspot-marketplace?lang=en
- More in HubSpot integration: [Choose the sync and map the fields](https://help.bridge.new/md/console/hubspot-mapping.md): Decide how contacts come in and match HubSpot fields with Bridge · Open: https://help.bridge.new/console/hubspot-mapping?lang=en
- More in HubSpot integration: [Review the HubSpot sync](https://help.bridge.new/md/console/hubspot-overview.md): Check in Overview how the sync between HubSpot and Bridge is going · Open: https://help.bridge.new/console/hubspot-overview?lang=en
- More in HubSpot integration: [Choose which activities are sent to HubSpot](https://help.bridge.new/md/console/hubspot-activities.md): Decide which Bridge activity is logged in HubSpot · Open: https://help.bridge.new/console/hubspot-activities?lang=en
- More in HubSpot integration: [Control contact and deal fields](https://help.bridge.new/md/console/hubspot-fields.md): Decide which HubSpot fields are shown and edited in Bridge · Open: https://help.bridge.new/console/hubspot-fields?lang=en
- More in HubSpot integration: [Release conversations by deal stage](https://help.bridge.new/md/console/hubspot-pipelines.md): Release conversations when a HubSpot deal reaches a stage · Open: https://help.bridge.new/console/hubspot-pipelines?lang=en
- More in HubSpot integration: [Handle duplicate contacts with HubSpot](https://help.bridge.new/md/console/hubspot-duplicates.md): Detect and resolve duplicate contacts between HubSpot and Bridge · Open: https://help.bridge.new/console/hubspot-duplicates?lang=en
- More in HubSpot integration: [Disconnect or uninstall HubSpot](https://help.bridge.new/md/console/hubspot-disconnect.md): Stop the HubSpot integration without losing data · Open: https://help.bridge.new/console/hubspot-disconnect?lang=en
- More in HubSpot integration: [Set up webhooks for developers](https://help.bridge.new/md/console/hubspot-webhooks.md): Receive Bridge events in your own service · Open: https://help.bridge.new/console/hubspot-webhooks?lang=en
