HubSpot
Connect HubSpot to Customerscore to sync CRM data, company information, and customer attributes — and push scores and health data back to HubSpot.
How to Connect HubSpot to Customerscore
Step 1: Create a Legacy Private App
- Login to your HubSpot account
- Click the Settings icon in the top right corner
- In the left-hand menu, go to Integrations → Legacy Apps
- Click the Create legacy app button in the upper right corner
- Select the Private option
In the first step, name the app Customerscore.io and proceed to the Scopes section. Click the Add scope button and select the following scopes:
crm.objects.companies.read— required for importing company data into Customerscorecrm.objects.companies.write— required if you want to sync scores back to HubSpot
Then, click the Create app button in the top right corner and confirm to finalize the creation of your Private App.
Once the app has been successfully created, navigate to the Auth tab of your app and obtain the access token. Copy this token and return to the Customerscore app to proceed with the next step.
Step 2: Connect in Customerscore
In the Customerscore app, navigate to Settings → Providers, then click the Connect button on the HubSpot card. In the first step, enter the access token you obtained in the previous step.
Step 3: Configure Field Mapping
In the next step, you will be asked to select the HubSpot field that will serve as the External ID for customers in the Customerscore app.
After that, you'll proceed to field mapping. For each field mapping, you choose:
- HubSpot field — the company property in HubSpot (left side)
- Customerscore attribute or metric — the corresponding field in Customerscore (right side)
- Direction — whether the data flows into Customerscore (Inbound) or is pushed back to HubSpot (Outbound)
You can map as many fields as needed in both directions. Optionally, you can apply filter conditions to include only specific companies. This helps ensure that only relevant companies in HubSpot are synced to Customerscore.
Once you're done, click the Confirm button to complete the setup.
Only attributes and metrics with their data source set to HubSpot will be imported from your HubSpot account. You can manage data sources in the Settings section of the Customerscore app. For each attribute or metric, use the Data Source column in the table to ensure it's correctly set to HubSpot.
Syncing Data Back to HubSpot (Outbound)
In addition to importing data from HubSpot, Customerscore can push data back to your HubSpot company records. This includes calculated scores, health data, churn signals, and any custom attributes or metrics you track in Customerscore. Your sales and CS teams can then see this information directly in HubSpot without switching tools.
The following Customerscore fields can be synced outbound to HubSpot:
| Customerscore Field | Description |
|---|---|
| Fit Score | How well a customer fits your ideal customer profile |
| Health Score | Overall customer engagement and health |
| Churn Risk | Predicted churn risk level |
| Churned | Whether the customer has churned (true/false) |
| Custom attributes | Any customer attributes you have configured in Customerscore |
| Custom metrics | Any custom metrics you track in Customerscore |
Prepare HubSpot Custom Properties
Before mapping outbound fields in Customerscore, you need to create the corresponding custom company properties in HubSpot. Customerscore will write values directly to these properties.
To create a custom property in HubSpot:
- Go to Settings → Data Management → Properties
- Select Company properties and click Create property
- Create a property for each field you want to receive from Customerscore. Recommended setup:
| Field | HubSpot property name | Field type |
|---|---|---|
| Fit Score | customerscore_fit_score | Number |
| Health Score | customerscore_health_score | Number |
| Churn Risk | customerscore_churn_risk | Number |
| Churned | customerscore_churned | Single checkbox |
You can name the properties however you like — just make sure to use the same names when configuring the field mapping in Customerscore.
Outbound sync requires the crm.objects.companies.write scope to be enabled
on your HubSpot private app. If you set up the app before outbound sync was
available, you may need to edit the app and add this scope.
Map Outbound Fields in Customerscore
When configuring field mapping (Step 3 above), add a mapping for each field you want to push to HubSpot and set the direction to Outbound. On the left, enter the HubSpot property name you created; on the right, select the corresponding Customerscore metric.
Note that Fit Score, Health Score, and Churn Risk are available for outbound sync only — they cannot be used as inbound fields.
When Does Outbound Sync Run?
Outbound sync runs automatically after each data import cycle completes. This means that every time Customerscore finishes processing your customer data and recalculating scores, the updated values are pushed to HubSpot shortly after.
Both active customers and customers who recently churned are included in each outbound sync.
What Happens Next?
Once the setup is complete, your HubSpot account will be automatically connected to the Customerscore app. By default, we will sync your data on a daily basis.
If you prefer a weekly, monthly, or custom sync schedule, feel free to contact us and we'll adjust it to fit your needs.