HubSpot Integration
Push Workestra bookings to HubSpot as Meeting engagements with full contact + deal association, plus owner-based routing form lookup.
Connect HubSpot so Workestra can push every confirmed booking as a Meeting engagement on the matched HubSpot contact, associated with the related deal, and route routing-form submissions to the HubSpot record owner's booking link.
For the integration model overview, see CRM Integrations.
Screenshot needed — /settings/integrations/hubspot with the connect button
What gets pushed
| Workestra event | HubSpot result |
|---|---|
| Booking confirmed | New Meeting engagement on the matched HubSpot contact |
| Booking rescheduled | Engagement updated in place with new time |
| Booking cancelled | Engagement marked cancelled |
| Deal auto-created from booking | Deal mirrored into HubSpot, associated with the contact and meeting |
| Recap pushed (from Notetaker) | Note engagement on the contact with summary + action items |
Connecting
/settings/integrations/hubspot→ Connect.- Sign in to HubSpot. Pick the portal (HubSpot account) you want to connect to.
- Grant scopes:
crm.objects.contacts.read+crm.objects.contacts.writecrm.objects.deals.read+crm.objects.deals.writecrm.engagements.read+crm.engagements.writecrm.objects.companies.read(for company lookup routing)
- Configure the user mapping — same pattern as Salesforce, default-by-email with manual override.
- Save.
OAuth refresh tokens are managed automatically.
Per-link toggle
On any booking link's Integrations tab, toggle Push to HubSpot.
Contact and deal association
HubSpot contact resolution by email:
- The booking creates the contact in Workestra's CRM first
- The Workestra contact is mirrored to HubSpot — find-or-create by email
- If the link has auto-create-deal on, the Workestra deal is mirrored to HubSpot as a deal, associated with the contact
- The Meeting engagement is created on the contact, associated with the deal
Workestra is the source of truth — edits in HubSpot don't sync back. For richer two-way sync, treat HubSpot as the system of record and use Workestra's CRM as a lightweight CRM for deals that originate from bookings.
Owner-based routing (HubSpot lookup)
A routing form route action of HubSpot lookup queries HubSpot live for the contact's owner and routes the respondent to that owner's booking link. See CRM Integrations → HubSpot for setup details.
OAuth client setup
Same caveat as Salesforce: your workspace needs HUBSPOT_CLIENT_ID and HUBSPOT_CLIENT_SECRET from a HubSpot developer app before connect works. Workestra ships staging defaults; production workspaces configure their own.
What's NOT yet supported
- HubSpot Marketing email engagement — only Meeting engagements today
- Custom property mapping — only standard Meeting fields
- HubSpot CMS form mirror — embed routing forms inside HubSpot CMS pages requires the embed snippet (see Embed Widget); HubSpot's "form mirror" pattern (capture HubSpot form submission and route via Workestra) is queued
- Multi-portal per workspace — connect to one HubSpot portal per workspace
Read next
- CRM Integrations — full integration model
- Routing Forms — HubSpot lookup routing
- Salesforce Integration — the equivalent for SFDC teams
- AI Notetaker & Recaps — push recaps to HubSpot contacts