Connecting HubSpot to ReferralPulse
If your team works deals out of HubSpot, connecting it to ReferralPulse keeps your referral records and your pipeline in step. New deals you create for clients a partner referred get linked to the right referral automatically, and when a deal moves to a closed stage, the referral status updates here to match.
The connection is one-way. ReferralPulse reads deal and contact data from HubSpot. It doesn't create deals, doesn't move deals between pipelines, and doesn't edit contacts in your HubSpot account.
Connecting your HubSpot account
Where to find it: Sidebar (gear icon) → Settings → Integrations tab → CRM & Practice Management → HubSpot → Connect.
Click Connect on the HubSpot row. A popup opens with HubSpot's account chooser. If you belong to more than one HubSpot account, pick the one you want to connect, sign in if needed, then review the requested access on HubSpot's consent screen and click Connect app. The popup closes itself when the connection succeeds, and the HubSpot row in your settings flips to the green Connected state with your portal name and a last-synced timestamp.
If the popup is blocked, allow popups for referralpulse.ai and click Connect again.
The connection ties your ReferralPulse account to one HubSpot portal. If you switch jobs, change firms, or want to point at a different HubSpot account, click Disconnect first, then connect the new account. Trying to connect a second portal without disconnecting first replaces the original connection.
What permissions HubSpot grants
When you click Connect app on the consent screen, HubSpot asks you to approve access to:
- Contacts (read). Your assistant reads the contacts associated with deals so it can match a deal's primary contact to a partner-referred client.
- Deals (read and write). Your assistant reads deal data to update referral status. The write access is reserved for future bidirectional sync; today, ReferralPulse does not create or modify deals in your HubSpot account.
- Deal pipelines and stages (read). So your assistant can tell which stages mean "won" and which mean "lost" in your custom pipelines.
- Owners (read). So deals attribute to the right person on your team.
- Companies (read). So a deal's company shows up alongside the contact.
You can review or revoke any of these permissions inside HubSpot at any time. See Disconnecting HubSpot below.
What gets synced
Once HubSpot is connected, three things happen automatically.
New deals auto-link to received referrals. When you create a deal in HubSpot for a client a partner referred to you, your assistant looks at your unlinked received referrals and tries to find a match. If the deal's primary contact email matches the referral's client email, the match is silent and you get a notification confirming the link. If the match is less certain (full name match, or company + a shared name token), you get a suggestion notification with a one-click confirm on the referral detail page. If nothing matches, the deal is left alone.
Deal stage changes flow into the referral. When a linked deal moves to a closed-won stage in your HubSpot pipeline, the referral status here moves to Won. Closed-lost stages move it to Lost. Stages on the way to close keep the referral as Open. The change shows up in the referral's activity timeline as a Status changed to won (synced from HubSpot) entry so it's clear where the update came from.
Auto-link only fires when a deal is first created. Editing a deal that's already in your pipeline, moving its stage, or changing the contact does not retroactively try to link it. If you want to link an older deal to a referral, do it by hand using the link dialog described below. This avoids surprise links to old deals every time a property changes.
The auto-link is scoped to received referrals, the ones a partner sent to you. Deals you create for clients you sourced yourself are never auto-linked.
Linking a deal to a referral manually
The auto-link covers the common case. For everything else, you can link any HubSpot deal to any received referral by hand.
Where to find it: Sidebar → Referrals → open a received referral → scroll to the Link to HubSpot deal for auto-sync button below the client section.
Clicking the button opens a dialog with three sections. At the top, if your assistant has a strong guess, you'll see a pinned We think this matches card. Below that, a search field lets you find any deal in your HubSpot portal by client name, email, or deal name. Below the search, you'll see suggested matches based on the referral's client info, plus a list of your most recent deals.
Click Link next to the deal you want. The deal pins to the referral as a blue pill showing the deal name and stage. The auto-sync rules above apply from that point on. Clicking the small unlink icon on the pill removes the link without affecting the underlying referral or the deal.
If you got a notification that read New HubSpot deal, possible referral match and tapped through to the referral, the matching deal is already pinned at the top of the link dialog. Click Link to confirm, or close the dialog if it isn't the right match.
Disconnecting HubSpot
Where to find it: Settings → Integrations → CRM & Practice Management → HubSpot → Disconnect.
Disconnect prompts you for confirmation, then revokes the access token and stops the sync. Your existing deal links and the sync history already written into the referral activity timeline are preserved, since they're part of the referral record on this side. Reconnecting later picks up where you left off.
If you want to remove ReferralPulse's access from inside HubSpot instead, sign in to HubSpot, open your account menu → Integrations → Connected apps, find ReferralPulse in the list, and click Uninstall. The result is the same on this side. The integration card shows as disconnected the next time you open Settings.
On the iOS app
You can see whether HubSpot is connected from your phone, but the connect and disconnect buttons live on the web app today. Open Settings → Integrations on the web to make the change.
The auto-link and stage-sync run in the background regardless of which device you're on, so a deal you create or move on your laptop can show up reflected on a referral you open in the iOS app moments later.
Ask your assistant in the AI Chat something like "what's the status of the Henderson deal," and it can read the synced stage straight from the referral. No tab-switching to HubSpot to check.