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Overview

Connecting HubSpot lets Wolfia tie each security questionnaire or RFP to the right company and deal, so answers draw on live account context and status updates flow back to the matching opportunity automatically.

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What we sync

  • Companies – Account details and information (read and write)
  • Deals – Opportunity data and metadata (read and write)
  • Contacts – Lead and contact information (read and write)

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Prerequisites

Before setting up the integration, you’ll need:
  • A HubSpot account with Admin or Super Admin access
  • Permission to approve OAuth integrations for your HubSpot portal

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Setup instructions

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Step 1: Open Wolfia integrations

  1. Log in to your Wolfia account
  2. Navigate to Trust Center → Integrations
  3. Find HubSpot in the list of available integrations

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Step 2: Connect HubSpot

  1. Click Connect on the HubSpot integration card
  2. You’ll be redirected to HubSpot’s sign-in page
  3. Sign in with your HubSpot credentials (if not already signed in)

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Step 3: Select your HubSpot account

If you have access to multiple HubSpot portals, select the account you want to connect to Wolfia.

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Step 4: Approve permissions

HubSpot will display the permissions Wolfia is requesting. Review and approve the following:
  • Companies – Read and write access
  • Deals – Read and write access
  • Contacts – Read and write access
Click Connect app to grant Wolfia access.

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Step 5: Verify the connection

After approving, you’ll be redirected back to Wolfia.
  1. The HubSpot integration should now show as Connected in your integrations page
  2. Wolfia will begin the initial data sync automatically
  3. You can verify sync progress in the integration status panel

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What happens after setup

Once connected, Wolfia will:
  • Import existing data – Sync your companies, deals, and contacts from HubSpot
  • Continuous sync – Automatically update when data changes in either system
  • Enrich context – Use HubSpot data to provide better responses to questionnaires
  • Update HubSpot – Write relevant information back to HubSpot (e.g., questionnaire status, deal notes)

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Managing the integration

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Viewing sync status

Check the health and activity of your HubSpot integration:
  1. Navigate to Trust Center → Integrations
  2. Find HubSpot in the connected integrations
  3. View:
    • Last sync time
    • Number of synced records
    • Any sync errors or warnings

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Pausing the integration

Temporarily disable syncing without removing the integration:
  1. Go to Trust Center → Integrations → HubSpot
  2. Toggle the Active switch to off
  3. Syncing will pause immediately
  4. Toggle back on to resume syncing

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Disconnecting HubSpot

Remove the integration entirely:
  1. Go to Trust Center → Integrations → HubSpot
  2. Click Disconnect
  3. Confirm the disconnection
  4. The integration will be removed, but your data in both systems remains unchanged

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Security considerations

  • The integration uses OAuth 2.0 for secure authentication: no API keys or tokens to manage
  • Wolfia requests only the minimum scopes needed for bidirectional sync
  • All data transmission is encrypted using HTTPS
  • OAuth tokens are stored securely and never exposed in logs
  • No delete permissions to prevent accidental data loss
  • You can revoke access at any time from HubSpot Settings → Integrations → Connected Apps

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Troubleshooting

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Common issues

Connection failed
  • Ensure you have Admin or Super Admin access in HubSpot
  • Try disconnecting and reconnecting the integration
  • Check that your HubSpot account is active and in good standing
No data syncing
  • Verify the integration is active (not paused) in Wolfia settings
  • Check that you approved all requested permissions during the OAuth flow
  • Review the sync logs in Wolfia for specific error messages
Permission denied errors
  • Your HubSpot account may not have sufficient permissions
  • Try disconnecting and reconnecting; you’ll be prompted to approve permissions again
  • Contact your HubSpot administrator to verify your role has the required access
Sync delays
  • HubSpot syncs run periodically (typically daily)
  • Large data sets may take longer to complete the initial sync
  • Check the last sync time in Wolfia’s integration settings

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Reconnecting the integration

If you need to refresh the connection (e.g., after changing HubSpot permissions or accounts):
  1. Go to Trust Center → Integrations → HubSpot
  2. Click Disconnect to remove the current connection
  3. Click Connect to start the OAuth flow again
  4. Approve the requested permissions
  5. Data syncing will resume with the new connection

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Support

If you encounter any issues during setup, please contact Wolfia support at support@wolfia.com or consult your HubSpot administrator for assistance with permissions.