Connect HubSpot

HubSpot integration is available when your customer workspace has it enabled. It helps sales teams keep CRM records aligned with StoreScout store context.

Prerequisites

A HubSpot account your organisation administers
A StoreScout role allowed to connect integrations (usually Admin or Analyst)
HubSpot in the app navigation (if missing, ask StoreScout or your workspace owner — feature may be off)

Connect

Sign in to StoreScout.
Open HubSpot in the main navigation (or Integrations → HubSpot).
Start Connect HubSpot and complete the HubSpot OAuth consent screen.
Confirm the integration shows as connected.
Optionally review field pack / write-mode preferences if your workspace exposes them (which CRM properties StoreScout may write).

Only connect a HubSpot portal your company is authorised to use.

Push store context from Stores

When connected, select stores in Stores and use Push N to HubSpot on the selection bar (batch size is capped in-product — currently 100 stores per push; larger sets must be batched).

Good practice:

Push qualified stores, not entire raw territories
Prefer after enrich when priority/evidence matter to your CRM process
Keep HubSpot lifecycle stages owned by your CRM process
Avoid duplicating the same store with conflicting keys — follow on-screen identity guidance
Prefer controlled push over ad-hoc CSV export when that matches process

Disconnect

Admins can disconnect HubSpot from the same integrations page when rotating portals or ending a pilot. Disconnecting does not delete history already written inside HubSpot.

Troubleshooting

Issue	What to try
No HubSpot nav item	Feature may be off for your customer or role; demo-focus mode may hide secondary nav
OAuth fails	Allow pop-ups; confirm you are a HubSpot super admin / allowed installer
Push disabled / max message	Reduce selection size; re-check connection status
Push fails	Re-check connection; retry once; report a problem with store id and time