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Integrating with HubSpot

Connect HubSpot to Drivetrain quickly—no provisioning or support required.

You can connect your HubSpot account to Drivetrain in a few quick steps. This guide walks you through how to do it.

Prerequisites

To complete this integration, make sure you have:

  • An active HubSpot account with API permissions

  • Admin access in Drivetrain

Recommended: Connect using your HubSpot Super Admin account to avoid permission issues with specific objects.

Step 1: Add a Data Source in Drivetrain

  1. Log in to Drivetrain and go to the Data page

  2. Click the + icon to add a new data source

  3. Select HubSpot from the list of available integrations

  4. Click Login to connect

Step 2: Log in to HubSpot

You’ll be redirected to the HubSpot authorization screen.

  1. Enter your HubSpot login credentials

  2. When prompted, select the correct company account

  3. Click Choose Account

  4. Review the list of permissions Drivetrain is requesting

  5. Click Connect app to authorize the integration

Drivetrain only reads your CRM data—no changes will be made.

Step 3: Sync starts automatically

After authorization:

  • You’ll be redirected back to Drivetrain

  • The HubSpot data source will appear in the Data page sidebar with a Syncing indicator

  • Within a few minutes, datasets like Deal, Company, Contact, Pipeline, and others will begin to populate

Next Steps

Once the sync is complete, you can:

  • Use HubSpot data in your planning models and reports

  • Access objects such as:

    • Contacts

    • Companies

    • Deals

    • Pipelines and stages

    • Users and associations

No manual data setup is required. You can begin using these datasets immediately across Drivetrain’s planning, reporting, and metrics workflows.

Troubleshooting

If you run into an error while connecting:

  • Retry the integration using an account with higher permissions, such as a Super Admin.

  • Log out of HubSpot and reconnect from Drivetrain.

  • Try the integration in an incognito window to rule out cookie or session issues.

If the issue persists, contact your Drivetrain onboarding partner for help.

Include a screenshot or brief description of the error message. We'll help you troubleshoot and guide you through next steps.

Need to Grant Temporary Access?

In rare cases—such as data inconsistencies or bug investigations—your Drivetrain team may request temporary access to your HubSpot account.

View: Grant temporary access to HubSpot

This is not required for setup or general connection issues.

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