🔄 HubSpot CRM Sync
Bi-directional sync between Meza AI and HubSpot.
Overview
The HubSpot CRM Sync enables bi-directional data flow between Meza AI and HubSpot. Sync health scores, journey stages, and signals to HubSpot, and pull company and contact data into Meza AI.
What Gets Synced
Meza AI → HubSpot
- • Health Score
- • Journey Funnel Stage
- • Active Signals
- • Usage Metrics
- • Last Activity Date
HubSpot → Meza AI
- • Company Properties
- • Contact Information
- • Deal Stage & Value
- • Owner Assignment
- • Custom Properties
Prerequisites
- HubSpot integration connected
- HubSpot Admin or Super Admin permissions
- Accounts mapped between Meza AI and HubSpot
Setting Up Sync
Navigate to CRM Sync
Go to Configuration → CRM Sync → HubSpot.
Configure Field Mapping
Map Meza AI fields to HubSpot company properties:
Health Score → meza_health_score (number)
Journey Stage → meza_journey_stage (dropdown)
Active Signals → meza_active_signals (text)
Create HubSpot Properties
Click Create Properties in HubSpot to automatically create the required custom properties.
Configure Account Matching
Choose how to match accounts: by domain, HubSpot Company ID, or custom property.
Set Sync Frequency
Choose sync frequency: Real-time, Hourly, or Daily.
Enable Sync
Toggle sync to Enabled and click Save.
Field Mapping
| Meza AI Field | HubSpot Property | Type |
|---|---|---|
| Health Score | meza_health_score | Number |
| Journey Stage | meza_journey_stage | Dropdown |
| Last Activity | meza_last_activity_date | Date |
| Active Signals | meza_active_signals | Multi-line Text |
| Feature Adoption % | meza_feature_adoption | Number |
| Days Since Last Activity | meza_days_inactive | Number |
Using Synced Data in HubSpot
Once synced, you can use Meza AI data in HubSpot for:
- Lists — Create lists of at-risk accounts (health < 50)
- Workflows — Trigger HubSpot workflows based on health changes
- Reports — Build reports combining CRM and product data
- Views — Add health score to company views
✅ Tip