HubSpot Setup Guide

Connect Tables.so to HubSpot and sync enriched contacts and companies to your CRM.

This guide walks you through installing the Tables.so HubSpot integration, authorizing access, mapping fields, and syncing your first list. The whole setup takes about 5 minutes.

Before you start

  • A Tables.so account on a paid plan.
  • A HubSpot account where you have permission to install apps (Super Admin or a user with App Marketplace access).
  • Pop-ups enabled for tables.so — the OAuth flow opens in a new window.

1. Open the integrations page

Sign in to Tables.so and, in the sidebar on the left, click Integrations. You'll see a card for HubSpot.

2. Connect your HubSpot account

  1. Click Connect HubSpot on the HubSpot card. A HubSpot authorization window opens.
  2. If you belong to multiple HubSpot accounts, pick the one you want to connect.
  3. Review the requested scopes and click Connect app. Tables.so requests access to:
    • Read and write contacts
    • Read and write companies
    • Read owners (for assigning records)
    • Read and write contact and company property schemas
  4. The window closes automatically. The HubSpot card now shows a green Connected indicator with your HubSpot account ID.

3. Map your fields (recommended)

On the same integrations page, expand the HubSpot Field Mappings section. Tables.so will load the contact and company properties from your HubSpot portal.

Map each Tables.so field (name, email, company, title, LinkedIn URL, etc.) to the HubSpot property it should write to. Custom HubSpot properties are supported — they appear in the dropdown alongside standard properties. Save your mapping when done.

If you skip this step, Tables.so falls back to sensible defaults for standard fields.

4. Sync a list to HubSpot

  1. Open any list in Tables.so from the Lists section.
  2. Click the Sync to CRM button in the top right.
  3. In the dialog, choose whether to sync contacts, companies, or both. Review the mapping preview and adjust if needed.
  4. Click Start sync. Tables.so creates new records in HubSpot or updates existing ones by email (contacts) or domain (companies).

You'll see the sync result inline, and any new records appear immediately in your HubSpot CRM.

5. Managing the connection

Reconnecting: HubSpot access tokens refresh automatically in the background. If you ever see a banner saying your HubSpot connection has expired, click Reconnect on the integrations page to run the OAuth flow again.

Disconnecting: To revoke the connection, open the integrations page and click Disconnect on the HubSpot card. This revokes the OAuth token with HubSpot and removes all stored credentials from Tables.so. Historical synced records in HubSpot are not affected.

Troubleshooting

  • Pop-up blocked: Your browser may have blocked the OAuth window. Allow pop-ups for tables.so and click Connect HubSpot again.
  • "Access denied" or "Authorization was denied": You closed the HubSpot window before approving, or your HubSpot user lacks permission to install apps. Ask a Super Admin to install it, or re-run the flow.
  • Field mappings won't load: Usually means the access token has expired. Click Reconnect on the integrations page.
  • Records aren't appearing in HubSpot: Check that your list rows have an email (for contacts) or domain (for companies) — these are required to deduplicate against existing HubSpot records.

Need help?

Email info@tables.so and we'll help you get set up.