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Documentation Index

Fetch the complete documentation index at: https://usepike.com/docs/llms.txt

Use this file to discover all available pages before exploring further.

Connecting HubSpot to Pike closes the gap between revenue and CRM (HubSpot) and delivery and PSA (Pike). Marketing and sales keep working in HubSpot; delivery, time, and projects stay in Pike—with customers and deals that reflect what your team already tracks in the CRM. For how deals work inside Pike, see Deals. For customer records, see Customers.

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1. Connecting HubSpot with Pike

  1. Go to Workspace settings → Integrations → HubSpot
  2. Click Add integration
  3. Complete the OAuth flow to authorise Pike for your HubSpot account (choose the portal you want to sync)
Workspace admins can connect the integration; only members who should see synced data need access to Customers and Deals in Pike as usual.

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2. What syncs from HubSpot to Pike

After a successful connection, use Import data or scheduled sync on the integration page to bring CRM entities into Pike. Typical mappings:

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Companies → customers

  • HubSpot company records become or update Pike customers when a match is found (by linked HubSpot company id) or when you allow creation of new customers from HubSpot.
  • Company name maps to Pike customer name.
  • Company domain and address fields help populate primary contact and billing-style details where your workspace uses them.
  • Each synced Pike customer carries an integration marker so you can see it came from HubSpot and when it was last updated.

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Contacts → customer contacts

  • HubSpot contacts associated with a company are attached to the corresponding Pike customer as contacts (for example primary contact name, email, and phone), so proposals and delivery comms align with CRM.

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Deals → deals

  • HubSpot deals sync into Pike Deals so pipeline value and stage stay visible next to delivery work.
  • Deal name and amount map to Pike deal title and value.
  • Pipeline stage in HubSpot maps to Pike deal stages (for example Prospect, Qualified, Proposal, Negotiation, Won, Lost)—you configure how HubSpot stages align to Pike stages in the integration settings so both tools speak the same language.
  • Deal owner in HubSpot maps to Pike owner when the HubSpot user’s email matches a workspace member; otherwise the deal still syncs with owner metadata from HubSpot for reference.
This keeps pipeline value and forecasting in Pike aligned with HubSpot without re-keying opportunities.

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3. Sync direction and edits

  • Default: HubSpot is the system of record for company, contact, and deal fields that originate in CRM. Updates in HubSpot flow to Pike on sync.
  • Pike-specific fields (for example linking a deal to a project after win, or internal notes) remain managed in Pike.
  • When a deal is closed won in HubSpot, Pike can reflect Won and your team can attach the resulting project without losing the CRM history.
Use Refresh on a customer or deal in Pike to pull the latest from HubSpot when you need up-to-the-minute alignment before a meeting or handoff.

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4. Synced entity management

For entities connected to HubSpot you will see:
  • A Refresh action to update from HubSpot
  • Last synced time
  • A clear indicator that the record is tied to HubSpot
If you also use accounting integrations (for example QuickBooks), treat HubSpot as source for pipeline and CRM identity, and your accounting system as source for posted invoices—Pike is where those views meet for your team.