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Documentation Index

Fetch the complete documentation index at: https://help.ruddr.io/llms.txt

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This integration syncs data from HubSpot into Ruddr. All data flows one way (HubSpot → Ruddr).

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Companies

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Syncing companies from HubSpot

When companies are synced, Ruddr imports the following: Basic details
  • Company name and description
  • Phone number (limited to 20 characters)
  • Website URL
Address
  • Billing address is built from street, city, state, postal code, and country
Ownership
  • Company owner is matched to a Ruddr member by email
  • If no match is found, a new member is created automatically
Additional fields
  • Industry (matched or created if missing)
  • Company type (matched or created if missing)
  • Annual revenue
  • Number of employees
  • Year founded
  • LinkedIn and Twitter profiles
  • Currency (falls back to workspace currency if not set)

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Contacts

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Syncing contacts from HubSpot

Basic details
  • Full name (combined first and last name)
  • First name and last name stored separately
  • Email address
Contact information
  • Mobile phone
  • Office phone
  • Fax
Additional fields
  • Job title
  • Description
Ownership
  • Contact owner is matched to a Ruddr member
  • If no match is found, a new member is created automatically

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Deals (Opportunities)

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Syncing deals from HubSpot

Basic details
  • Deal name and description
  • Amount (converted to a numeric value)
  • Close date
  • Next steps
Sales data
  • Probability (converted from decimal to percentage)
  • Priority
  • Stage (based on pipeline and stage combination)
  • Opportunity type (matched or created if missing)
Ownership and relationships
  • Owner is matched to a Ruddr member
  • If no match is found, a new member is created automatically
  • Associated company is linked
Dates and currency
  • Open date (created date)
  • Currency (Ruddr sets the currency according to the deal’s currency. If it can’t find one, it checks the company’s currency and, if needed, uses the default workspace currency.)

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Pipelines

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Syncing pipelines

  • Pipeline name is imported
Only pipelines selected in your integration settings are synced into Ruddr.

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Stages

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Syncing stages

  • Stage name and description
  • Probability (converted from decimal to percentage)
  • Active status
Stage status mapping
  • Closed with 100% probability → Won
  • Closed with 0% probability → Lost
  • All others → Open

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Activities

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Syncing activities from HubSpot

Note that Ruddr only syncs activities according to the integration settings, as configured by a Workspace Admin. Activities are imported and categorized into the following types:
  • Calls
  • Meetings
  • Notes
  • Tasks
  • Emails
Common fields
  • Activity type (matched or created automatically)
  • Created by and modified by (matched to Ruddr members)
  • Activity date (date only)
  • Associated company
  • Associated opportunity

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Activity details by type

Calls
  • Content (HTML removed)
  • Subject
  • Direction
  • Duration (in seconds)
Meetings
  • Content (HTML removed)
  • Subject
  • Duration (calculated from start and end time)
Notes
  • Content (HTML removed)
Tasks
  • Content (HTML removed)
  • Subject
Emails
  • Content (HTML removed)
  • Subject
Subject handling
  • Limited to 255 characters
  • If missing, falls back to:
    • First 100 characters of content, or
    • “No subject provided”

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Member Mapping

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How users are matched and created

  • Members are matched by email address
  • If no match is found:
    • A new member is created automatically
    • Name is pulled from HubSpot owner data
    • Assigned the workspace default role
    • Set as non-billable
    • Not invited to the workspace