HubSpot
Sync your CRM pipeline into deal tracking with realistic revenue weighting.
What it does
Connect HubSpot to sync your CRM pipeline into RunwayCal's deal tracking. Pipeline deals come in at 50% weight (they're not confirmed revenue yet). Won deals come in at 100%. This gives you a realistic view of expected revenue without manual double entry.
Prerequisites
- A HubSpot account with deals in your pipeline
- Admin or Super Admin access to authorize the connection
Step-by-step setup
Go to Settings and click Connect HubSpot
- 1.In RunwayCal, click "Settings" in the left sidebar
- 2.Click the "Integrations" tab at the top
- 3.Scroll down to the "Revenue & CRM" section
- 4.Find the HubSpot card and click "Connect HubSpot"
Choose your HubSpot account
- 1.You will be redirected to HubSpot
- 2.You will see "Connecting RunwayCal to HubSpot" with your HubSpot accounts listed
- 3.Select the account you want to connect (click the radio button next to it)
- 4.Click "Choose Account"
Review permissions and connect
- 1.HubSpot shows what RunwayCal can access in your account
- 2.Review the permissions listed under "Currently Granted" (contacts, deals, companies, properties)
- 3.You can toggle "View-only" to ensure RunwayCal only reads data
- 4.Click "Connect app" at the bottom
Accept the unverified app warning
- 1.HubSpot shows a warning: "Connecting an unverified app. This app could put your data at risk."
- 2.This is normal for apps not yet verified by HubSpot. RunwayCal only reads your data and never modifies your HubSpot account.
- 3.Type "I accept the risk" in the text field
- 4.Click "Connect"
Verify connection in RunwayCal
- 1.You will be redirected back to RunwayCal
- 2.The HubSpot card should show a green "Connected" badge
- 3.Your HubSpot portal ID will appear below the badge
- 4.You may see an amber "Token expiring" indicator. This is normal. RunwayCal auto-refreshes your token.
What you'll see after connecting
The HubSpot card shows a green "Connected" badge with your CRM name. Pipeline deals appear at 50% weight and won deals at 100% in your deal tracking.
Data synced
| Data | Weight | Description |
|---|---|---|
| Pipeline deals | 50% | Open deals, weighted at half value |
| Won deals | 100% | Closed-won deals at full value |
| Deal amounts | N/A | Dollar values from HubSpot deal properties |
| Close dates | N/A | Expected close dates for forecasting |
Troubleshooting
"Connecting an unverified app" warning
This warning appears because RunwayCal has not yet completed HubSpot's app verification process. It is safe to proceed. RunwayCal only reads contacts, deals, and pipeline data. It never modifies, deletes, or exports data from your HubSpot account. Type "I accept the risk" and click Connect.
Connection failed after authorizing
Try disconnecting and reconnecting. If it persists, check that your HubSpot account has deals enabled.
Token expiring (amber dot)
This is normal. RunwayCal auto-refreshes your HubSpot token. No action needed.
Stale data
Click "View Data" then "Sync Now" to pull the latest from HubSpot.