HubSpot

The HubSpot integration automatically syncs contacts you collect through Wave into your HubSpot CRM as Contacts. When a contact is created, updated, or deleted in Wave, HubSpot is updated in real time, with no manual imports required. Contact notes are kept in sync as linked HubSpot Notes.

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How to Connect

Wave requests permission to read and write CRM contacts, read your contact schema (to create custom properties), and read HubSpot owners (to assign contacts).

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What Gets Synced

Sync direction: Wave → HubSpot (outbound only) When it syncs: Real-time on contact create, update, or delete

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Features

• Auto-sync on connect: import all existing Wave contacts into HubSpot when you first connect.
• Deduplication: if a contact with the same primary email already exists in HubSpot, Wave updates it instead of creating a duplicate.
• Note sync: contact notes written in Wave are created or updated as linked HubSpot Notes.
• Owner assignment: contacts are automatically assigned to the matching HubSpot owner based on email address.

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Limitations & Requirements

• If your HubSpot plan has reached its contact limit, new contacts will not be synced.
• Owner matching is done by email. If a team member’s email doesn’t match any HubSpot owner, the contact is created without an owner.
• Two hidden custom properties (wave_sync_id, wave_note_id) are created in your HubSpot account during setup. They are used for deduplication and should not be deleted.

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Disconnecting

Go to Integrations → HubSpot and click Disconnect. This removes the integration and revokes Wave’s access to your HubSpot account. Contacts that were already synced remain in HubSpot.