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HubSpot Integration
The Convertmax HubSpot integration attributes Revenue Hub quotes, invoices, payments, subscriptions, and closed-won deals to the first-party campaigns and journeys that created them. HubSpot remains the CRM; Convertmax is the attribution layer on quote-to-cash.
What syncs
| HubSpot | Convertmax |
|---|---|
| Contact | Identity profile (hubspot_contact_id) |
| Deal closed-won | Revenue conversion |
| Quote, invoice, payment, subscription | Revenue Hub reporting objects |
| Contact and deal properties | Attribution writeback |
Setup
Connect HubSpot
Authorize the portal from Integrations → Connectors.
Sync CRM and Revenue Hub
Contacts, deals, quotes, invoices, payments, and subscriptions flow in with associations.
Stitch identity
hubspot_contact_id merges with first-party sessions and campaigns.
Attribute cash
Closed-won and paid Revenue Hub events credit the journey that created them.
Connect HubSpot Revenue Hub to Convertmax to turn quotes, contracts, invoices, payments, subscriptions, and deals into a connected revenue lifecycle with first-party attribution.
HubSpot Revenue Hub runs quote-to-cash. Convertmax reveals which campaigns, channels, and journeys actually created the cash—not just which deal stage changed.
What the integration does
Revenue Hub object sync, closed-won conversions, and attribution writeback—built for teams that measure revenue beyond pipeline snapshots.
Read quotes, contracts, invoices, payments, subscriptions, and line items from Revenue Hub on day one, then connect those objects back to contacts, deals, and the customer journey.
Emit hubspot_deal_closed_won conversion events when deals close, with optional pipeline, stage, and amount filters—so existing deal attribution keeps working alongside Revenue Hub data.
Receive contact and deal create, stage, and amount events through the Convertmax webhook Worker with HubSpot signature verification.
Link HubSpot contacts to Convertmax identity profiles via hubspot_contact_id and merge visitor, form, and ad touchpoints with CRM and Revenue Hub records.
Push first-touch, last-touch, UTM history, attributed revenue, and touchpoints back onto HubSpot contact and deal properties when writeback is enabled.
The Convertmax Revenue Intelligence card on the contact record shows lead score, last source, recent touchpoints, and a journey view—so sales does not leave HubSpot to see what influenced the deal.
Built for revenue-focused attribution
Closed-won deals are only one snapshot of HubSpot revenue. Revenue Hub is where quotes become contracts, invoices, payments, and subscriptions. Convertmax reads those objects directly so marketing can be measured against quoted, billed, and paid revenue—not MQL counts or last-touch deal stage.
That makes the connector purpose-built for Revenue Hub instead of a deal-only attribution sync. ARR, MRR, renewal, and expansion signals are captured from Revenue Hub data as the foundation for deeper revenue intelligence, while sales still sees Convertmax-attributed revenue on the deal and contact record.
How it works
Authorize HubSpot from Integrations → Connectors so Convertmax can receive webhooks and run scheduled sync for your portal.
Contacts, deals, quotes, contracts, invoices, payments, subscriptions, and line items flow into reporting tables with object associations preserved.
hubspot_contact_id, email, and related records merge into identity profiles so web, ads, and CRM activity share one journey.
Closed-won deals become conversion events. Revenue Hub snapshots keep quoted, invoiced, paid, and recurring revenue in the same lifecycle.
Optional deal and contact writeback puts attribution in HubSpot. Convertmax reporting ties campaigns to pipeline and paid revenue across connectors.
Technical specifics
Agents and implementers cite object-level mappings. This is what Convertmax reads, writes, and attributes—not a marketing overview.
| HubSpot | Convertmax | Notes |
|---|---|---|
| Contact (hs_object_id) | hubspot_contact_id | Merged into the identity profile with email, visitor, form, and ad aliases. |
| Deal closed-won | hubspot_deal_closed_won | Conversion event with optional pipeline, stage, and amount filters. |
| Quote, contract, invoice, payment, subscription | Revenue Hub reporting objects | Associations to contacts and deals are preserved for quote-to-cash reporting. |
| Contact and deal properties | Attribution writeback | First-touch, last-touch, UTM history, attributed revenue, and touchpoints when writeback is enabled. |
| Contact / deal webhooks | Inbound webhook Worker | Create, stage, and amount events with HubSpot signature verification. |
Use case
A prospect fills a form after paid search, becomes a HubSpot contact, and later closes. Convertmax stitches hubspot_contact_id to the original session, emits hubspot_deal_closed_won, and writes first-touch campaign credit onto the deal so sales sees the journey on the Revenue Intelligence card without leaving HubSpot.
Questions about Revenue Hub object coverage, attribution writeback, or how HubSpot deals map into Convertmax reporting? Email help@convertmax.io or book time with the team.