The Integrations tab in Settings — the HubSpot connection card
HubSpot is the only active integration today. The Slack and Zapier cards on the Integrations tab are placeholders for the future — their buttons don’t connect to anything yet. The API Access and Webhook Support switches at the top of the tab are simple on/off preferences; they aren’t part of the HubSpot connection, which sets up its own secure link automatically when you connect.
Connecting or disconnecting HubSpot is Admin-only. Managers can see the connection status and open the sync dashboard; Viewers can see synced partners but not the dashboard. Only an Admin can change the connection.
How the sync works
Once HubSpot is connected, the sync runs quietly in the background whenever a partner company changes in HubSpot.A tag triggers it
Setting a company’s Partner Type in HubSpot is what tells AltamIQ to bring it across. When that field changes, HubSpot notifies AltamIQ and the matching partner is created or updated.
One-way sync
Updates travel in one direction only: from HubSpot into AltamIQ. Changes you make to synced fields in AltamIQ are not sent back to HubSpot.
HubSpot is the source of truth
Because the sync is one-way, HubSpot holds the master copy of the synced fields. Edit those details in HubSpot and AltamIQ catches up on its own.
Matched, not duplicated
AltamIQ links each HubSpot company to one partner — first by the HubSpot company it came from, then by matching website. An existing partner you added by hand gets linked and updated rather than duplicated.
A partner can reach AltamIQ two ways: synced from HubSpot (tagged as a partner in your CRM) or added manually in the Partner Directory. Both live side by side in the same list.
Removing the partner tag from a company in HubSpot does not delete the partner in AltamIQ. The sync records that the tag was cleared and simply stops updating that record — everything you already have stays put. Remove a partner from the Partner Directory yourself if you no longer need it.
Which fields come across
The sync reads a partner company (and its primary contact) from HubSpot and fills in the matching fields on the AltamIQ partner. On an update, AltamIQ only overwrites a field when HubSpot actually has a value for it, so a re-sync never wipes something you filled in by hand — with two exceptions that always refresh: the company name and the partner type.Company details
Company details
Primary contact
Primary contact
The company’s first associated contact in HubSpot fills the partner’s main point-of-contact details:
The HubSpot Info card on the profile
The HubSpot Info card on the profile
A synced partner’s Overview tab shows a HubSpot Info card (marked with a green Synced chip) alongside Partner Contact and Quick Links. It starts collapsed; expand it to see the address, company phone, last contact date, and the company description carried over from HubSpot. The card only appears when the partner is linked to a HubSpot company and at least one of those fields has a value.
A synced partner shows a HubSpot Info card on its Overview tab
Connecting HubSpot
Connecting is a one-time setup an Admin does on the Integrations tab. AltamIQ uses a HubSpot Private App access token — there’s no separate sign-in or approval screen.1
Open Settings → Integrations
In the sidebar, open Settings, then select the Integrations tab. If the HubSpot card shows “not yet configured,” your AltamIQ administrator needs to finish the one-time server setup first; ask them to complete it before connecting.
2
Create a HubSpot Private App and copy its token
In HubSpot, go to Development → your Private App → Auth and copy the Access Token. The app needs read access to companies and contacts.
3
Paste the token and connect
Paste the token into the HubSpot card and choose Connect HubSpot. AltamIQ checks the token with HubSpot, stores it securely (encrypted), and reads back which portal it belongs to. Only Admins see this form.
4
Confirm it's connected
The card turns to a green Connected state showing the portal number and the last sync time. That’s your sign the sync is live.
The access token is stored encrypted and never shown again. HubSpot Private App tokens don’t expire, so there’s nothing to renew — if you ever need to rotate one, generate a new token in HubSpot and reconnect (Disconnect, then Connect).
The HubSpot Sync Dashboard
Admins and Managers get a HubSpot Sync Dashboard — reachable from the shortcut on the HubSpot card — that shows exactly what the sync has been doing. Viewers don’t see it.
The HubSpot Sync Dashboard: event counts, the 7-day volume chart, and the activity feed
Event counts
A scoreboard for the chosen time window: Total, Success, Skipped, Failed, and Reverted. Switch the window between the last 24 hours, 7 days, 30 days, or all time.
Daily volume
A simple bar chart of how many sync events landed on each of the last 7 days.
Activity feed
Every sync event, newest first — the partner it affected, which field changed, and its status. Filter by status, page through the history, and select View on any row to see the full details.
Fields we track
A reference list of every datapoint the sync maps from HubSpot into a partner, so it’s clear exactly what’s kept in sync.
Success
Success
The partner was created or updated from HubSpot.
Skipped
Skipped
Nothing needed to change — for example the company isn’t tagged as a partner, the same update already arrived, or a required field (like a website) was missing. Skipped is normal, not an error.
Failed
Failed
Something went wrong while syncing (for example HubSpot rejected the stored token). The row explains what happened.
Reverted
Reverted
An Admin undid this sync and restored the partner to how it was before (see below).
Admin tools on the dashboard
Revert a sync
On a successful event, an Admin can select Revert to roll the partner back to its state just before that sync. If the partner has changed since, the revert stops safely instead of overwriting the newer data. Managers can see the button but can’t use it.
Force a sync
An Admin can trigger a fresh pull for a partner that’s already linked to a HubSpot company, without waiting for a change in HubSpot.
Who can do what
Admin
Full control. Admins connect and disconnect HubSpot, see the connection status, open the sync dashboard, and can revert or force a sync.
Manager
Can see the connection status and open the HubSpot Sync Dashboard (read-only — no revert), but cannot connect or disconnect the integration.
Viewer
Sees synced partners like everyone else, but does not see the sync dashboard and cannot manage the connection.
Tips & gotchas
A Skipped event isn’t a problem — it usually just means there was nothing to change. Only Failed events need attention; the most common cause is a HubSpot token that needs reconnecting, which an Admin can do on the Integrations tab.
Disconnecting HubSpot stops new updates from flowing in; the partners already in AltamIQ stay in your directory. Disconnecting doesn’t cancel the token inside HubSpot — rotate it there if you need to fully retire it. Only an Admin can disconnect.