# HubSpot integration

> Create or update a HubSpot contact for every form submission, with the submission saved as a note. Permissions, lifecycle stage and mapping.

The HubSpot integration creates or updates a contact for each new submission, matched by email, and adds the submission as a note on the contact's timeline.

## Connect HubSpot

1. In the dashboard, open **Integrations** in the sidebar.
2. Open HubSpot and choose **Connect HubSpot**.
3. Pick your HubSpot account and approve Ikiform. You come back to the dashboard when it's done.

You can also start from a form: adding HubSpot to a form that has no connection yet runs the same flow and brings you back to the form. One connection serves every form in the Ikiform workspace. See [Connect an app](https://ikiform.com/docs/integrations.md#connect).

## Permissions

Ikiform asks HubSpot for permission to read and write contacts (`crm.objects.contacts.read` and `crm.objects.contacts.write`), and nothing else. It can't see your deals, companies, tickets or emails.

## Contacts and notes

- Contacts are matched by email. Mapped fields are written on every submission, so the contact keeps the latest values.
- **Lifecycle stage** defaults to **Lead**. It's only set when the contact has no stage yet, so an existing customer is never moved back to lead. Choose **Don't set** to leave it alone.
- Each submission adds a note on the contact's timeline, dated when the submission arrived.
- Any contact property you can edit in HubSpot can be a mapping target, including custom properties.

Field mapping, matching by email and duplicate checks work the same for every CRM. See [CRM field mapping](https://ikiform.com/docs/integrations/crm.md).

## When it stops sending

If Ikiform was removed from your HubSpot account, the card says **Needs reconnecting**. Choose **Reconnect**. If a submission has no email, see [Submissions without an email](https://ikiform.com/docs/integrations/crm.md#email).

## Disconnect

Open HubSpot under **Integrations** and choose **Disconnect** on the connection. Ikiform's access is revoked. Contacts and notes already written stay in HubSpot.

## Activity, retries and roles

Runs, retries, **Replay failed**, pausing and who can manage integrations work the same for every app. See [Activity and retries](https://ikiform.com/docs/integrations.md#activity), [Pause and resume](https://ikiform.com/docs/integrations.md#pause) and [Who can manage integrations](https://ikiform.com/docs/integrations.md#roles).
