HubSpot

Plain's HubSpot integration brings your customer and company data into Plain, so your team has full context the moment a thread starts.

What this integration does: syncs information from Hubspot into Plain. You can currently create tickets and notes in Hubspot from Plain via workflows

How Hubspot maps to Plain

Tenants are the company-level grouping in Plain. Customers belong to tenants, the same way people belong to companies in Hubspot.

Before you start

Create a list in Hubspot with only the companies you want in Plain.

Set up the sync

1. Go to Settings → Integrations → Hubspot.

2. Click Connect and authorize Plain's access to your HubSpot account.

3. Click Set up sync.

4. Select the list you want to sync. We’ll show how each Hubspot entity maps to Plain.

5. Click Next.

6. Choose the company attributes you want to sync.

7. Click Enable sync.

The first sync starts immediately. You’ll see live progress as tenant fields, tenants, and customers are imported.

How the sync works

After the first sync, Plain checks Hubspot for changes approximately once an hour, starting one hour after the previous run finishes.

What syncs:

• New companies added to your selected list become new tenants

• Changes to company attributes (like name or URL) sync to Plain

• New attributes on Hubspot companies become available for syncing as tenant fields. You’ll need to enable them before we sync their data.

• New people associated with a list entry become new customers in Plain

• A person added to an existing Hubspot company joins the matching tenant in Plain

What doesn't sync:

• Companies with no name. These are filtered out and will not be imported.

• Updates to existing people. Plain only creates new customer records and doesn’t overwrite existing ones. If you edit a customer in Plain, future syncs leave your changes alone.

• Contact removals. If you remove a contact from an Hubspot company, the tenant relationship in Plain stays intact. Remove it manually in Plain if needed.

Tenant fields

Plain imports properties from your Hubspot companies that are set as visible.

You can choose which properties you want to import during your first sync, or update it anytime in Settings → Integrations → Hubspot → Sync settings.

Toggle visibility on the fields you want to display in thread views. Visible tenant fields appear on the tenant card in every thread, so your team sees CRM context like company tier or funding stage without leaving Plain.

Changes apply on the next sync. If you turn a field on, we’ll start syncing its data. If you turn it off, we’ll remove its data from Plain.

Sync history

The Hubspot settings page shows:

• The next scheduled sync time and the list it will use.

• A table of past runs with status, duration, and list name.

If a run fails, Plain marks it as failed and reschedules it automatically. You don't need to do anything for transient failures. If runs fail repeatedly, contact support.

Write back to Hubspot

You can use Workflow actions to create tickets and notes on Hubspot when a workflow is triggered. For example, you could automatically add a note to a customer account whenever they create a new thread in Plain

Disconnecting

Go to Settings → Integrations → Hubspot and click Disconnect. The sync stops immediately. Records already in Plain stay where they are.

Troubleshooting

A sync run failed. Plain reschedules failed runs automatically. If the next run also fails, check that your Hubspot credentials are still valid and that the list you selected still exists.

A person isn't appearing in Plain. Confirm the person is associated with a company that's in your selected list. Plain only syncs people whose companies are in the list.

A field I expected isn't showing on the tenant card. Go to Settings → Tenant fields and check that visibility is toggled on for that field.