Connecting HubSpot CRM

Connecting HubSpot lets Revenue Proven match the companies engaging with your LinkedIn Ads to the companies and deals in your CRM, which is what produces your influenced-pipeline and influenced-revenue numbers. The connection uses OAuth, takes only a few minutes, and requires read access rather than any write permissions for core attribution. This page covers what you need, how to connect, and what syncs.

Before you connect

You will need a HubSpot user with permission to access companies, deals, and pipelines. If your HubSpot account restricts who can install integrations, have an administrator available to authorize the connection. No changes are made to your HubSpot data during the core attribution sync — Revenue Proven only reads from it.

Connecting your account

Open Settings, go to Connections, and choose HubSpot. Selecting Connect launches the HubSpot OAuth screen, where you sign in, pick the correct HubSpot account, and authorize Revenue Proven. Once you approve, the connection is live and your tokens are stored encrypted and refreshed automatically, so the data keeps syncing without you reconnecting.

What syncs

Revenue Proven pulls your companies, deals, and pipeline stages. Companies are matched to LinkedIn-engaged organizations by domain, and each deal’s stage determines whether it counts as open pipeline or closed-won revenue, using the pipeline definitions synced directly from HubSpot.

• Keep the domain field populated on your HubSpot companies to maximize match rate.
• Confirm your pipeline’s closed-won stage so revenue is attributed correctly.
• Reconnect only if you revoke access in HubSpot — tokens otherwise refresh on their own.

Once HubSpot is connected, your first sync can begin matching engagement to pipeline right away. If you manage more than one HubSpot account, connect the one that holds the pipeline you report on; you can always switch later from the same Connections screen. After the initial sync completes, the data refreshes on a schedule, so the dashboard stays current without any further action, and if you ever revoke access in HubSpot you simply reconnect here to resume syncing while your historical attribution stays intact.