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What fields sync as part of the HubSpot integration?

  • Updated

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

Companies

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)

Contacts

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

Deals (Opportunities)

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.)

Pipelines

Syncing pipelines

  • Pipeline name is imported

Only pipelines selected in your integration settings are synced into Ruddr.

Stages

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

Activities

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

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”

Member Mapping

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

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