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Documentation Index

Fetch the complete documentation index at: https://docs.userintuition.ai/llms.txt

Use this file to discover all available pages before exploring further.

The HubSpot integration connects your HubSpot CRM to User Intuition so the people, companies, and deals you already track in HubSpot become available as Participants for Studies. Once installed, embedded cards appear on HubSpot record pages showing sync status, and a deep link lets you invite any CRM contact to an Interview without leaving HubSpot.

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What the HubSpot app does

Sync CRM data

Pulls contacts, companies, and deals from your HubSpot portal into User Intuition as Participants and segments.

Embedded UI

Adds a User Intuition card to contact, company, and deal record pages inside HubSpot.

One-click invite

Invite a HubSpot contact to a Study Interview via a deep link from the CRM card.

Automatic provisioning

Creates or links a User Intuition account during the OAuth flow so installers do not need to sign up separately.

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Installation

The HubSpot app is installed through HubSpot’s standard OAuth flow. Once authorized, an account record is created on the User Intuition side and the embedded cards become available across your portal.
1

Open the listing

Find User Intuition in the HubSpot Marketplace (or follow the install link shared by your team) and click Install.
2

Choose your portal

Select the HubSpot account you want to connect. You must be an admin of that portal to install third-party apps.
3

Authorize the requested scopes

HubSpot will display the scopes the app requests (read access to contacts, companies, deals, and the ability to render UI extensions on CRM records). Click Connect app to authorize.
4

Land in User Intuition

After OAuth completes, you will be redirected to User Intuition. If your email is already associated with a User Intuition account, you will be signed in directly. If not, an invitation is created so you can finish setting up an account using a password or Google sign-in.
5

First sync

A default All Contacts segment is created automatically. You can trigger the initial sync from the HubSpot record card or from the app settings page.
The connection between User Intuition and HubSpot is one-to-one per portal. Reinstalling on the same portal updates the existing connection rather than creating a duplicate.

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CRM record cards

After installation, a User Intuition card appears on contact, company, and deal records in HubSpot. The card surfaces:
  • The current sync state for the connected portal (idle, syncing, completed, or error)
  • A count of Participants imported into User Intuition
  • A button to trigger or re-trigger a sync
  • A deep link to open the contact, company, or deal in User Intuition and invite them to an Interview
Displays the sync status for the portal and a Send to User Intuition action that opens the matching Participant in User Intuition. From there you can attach the contact to a Study and send an Interview invite.
Card content is rendered with HubSpot UI Extensions, so it follows HubSpot’s native look and feel and respects HubSpot’s user permissions on the underlying record.

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App settings page in HubSpot

Open the User Intuition app from Settings → Integrations → Connected apps in HubSpot. The settings page provides:
  • An overview of the connected portal and its current sync status
  • A button to trigger a manual full sync of contacts, companies, and deals
  • High-level batch and timing settings used by the app
  • A link out to your User Intuition workspace
Use this page when you want to kick off a sync portal-wide rather than from a single record.

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What syncs

The integration moves data from HubSpot into User Intuition. It does not push interview data back into HubSpot.
HubSpot objectBecomes in User IntuitionNotes
ContactParticipantEmail, name, and phone are mapped; remaining properties are stored on the Participant record.
CompanyCompany / segment contextUsed to group Participants and surface company context in research.
DealDeal contextProvides additional context for Interviews tied to a sales motion.
HubSpot list (where applicable)SegmentLists become segments you can target when sending Interview invites.

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Manual triggering

You can start a sync at any time from:
  • The User Intuition card on any HubSpot record
  • The User Intuition settings page in HubSpot’s connected apps screen
A manual sync re-fetches contacts, companies, and deals in batches and updates Participants in User Intuition. Repeated syncs are idempotent — existing Participants are updated in place rather than duplicated.

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Automated triggering

The app subscribes to HubSpot webhook events for incremental updates so changes flow through without requiring a full re-sync each time:
  • Contact created — a new Participant is created in User Intuition.
  • Contact property changed — the matching Participant is updated.
  • App uninstalled — triggers cleanup (see below).
For larger portals, periodic full syncs are still useful as a backstop in case any incremental events are missed.
Initial syncs on large portals can take several minutes. The card will display an in-progress state and update once the sync completes.

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Inviting CRM contacts to Interviews

The CRM card includes a deep link from any HubSpot contact directly into User Intuition. Use it to:
1

Open the contact in HubSpot

Navigate to the contact’s record. The User Intuition card appears in the right-hand sidebar (or wherever you have placed it in your record layout).
2

Open in User Intuition

Click the link on the User Intuition card. You are taken to the matching Participant in your User Intuition workspace.
3

Send an invite

From the Participant view, attach them to a Study and send an Interview invite. You can also send invites in bulk to a synced segment from the Studies area.
Bulk invites to an entire HubSpot list (or any synced segment) are sent from User Intuition rather than from inside HubSpot. The HubSpot card focuses on per-record actions.

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Uninstall behavior

Uninstalling the User Intuition app from HubSpot triggers cleanup on both sides:
  1. HubSpot fires the app uninstalled webhook to the User Intuition HubSpot service.
  2. The HubSpot app calls User Intuition’s external integration API to remove the connection.
  3. Local OAuth tokens, sync state, and the HubSpot account record are removed.
  4. Imported Participants and segments associated with the disconnected portal are detached so they no longer receive automated updates from HubSpot.
Reconnecting a previously disconnected portal will start fresh — sync state and external mapping are not preserved across an uninstall. Plan a reconnection during a quiet window if you have a large portal.

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Pitfalls and known limits

Admin install only

Installing the app requires HubSpot admin permissions on the portal. If install fails, confirm the installer’s role.

Email is the bridge

Participants are matched to HubSpot contacts by email. Contacts without an email address sync but cannot receive Interview invites.

One portal per workspace

A given User Intuition workspace is connected to a single HubSpot portal. Connecting another portal requires a separate workspace.

Outbound only

The integration syncs data into User Intuition. Interview transcripts and outcomes are not currently written back to HubSpot records.

Webhook coverage

Incremental updates rely on HubSpot’s contact webhooks. Property updates that are not part of the subscribed events are picked up on the next full sync.

Large portals

Initial sync time scales with the size of your portal. For very large CRMs, expect the first sync to run for several minutes before the card shows a completed state.

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Next steps

Create a Study

Build a Study and invite synced HubSpot contacts as Participants.

Intelligence Hub

Combine Interview results from synced HubSpot contacts with other Studies for cross-cutting analysis.