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Connect your HubSpot CRM to User Intuition to sync contacts and lists for user research studies.

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Prerequisites

Before you begin, make sure you have:
  • A HubSpot account with contacts you want to sync
  • A User Intuition account (or create one during installation)

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Installation

1

Find the App

In HubSpot, navigate to the App Marketplace and search for UserIntuition
2

Install

Click Install App to begin the connection process
3

Authorize

Review the requested permissions and click Connect app
4

Log In

You’ll be redirected to User Intuition to log in or create an account
5

Start Syncing

After logging in, your HubSpot data will begin syncing automatically

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Using the Integration

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View Synced Contacts in User Intuition

Once connected, your HubSpot contacts and lists are available in User Intuition for recruiting study participants.
1

Log In

Log in to User Intuition at app.userintuition.com
2

Create a Study

Create a new Study or open an existing one
3

Navigate to Actions

Go to the Invites tab and click Actions
4

Add Invites

Select Add Invites
5

Select Contacts

Your synced HubSpot contacts and lists will be available for selection

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Check Sync Status in HubSpot

Monitor your integration status directly from HubSpot contact records.
1

Open Contacts

Navigate to Contacts in HubSpot
2

View a Contact

Open any contact record
3

Find the Card

Locate the UserIntuition card in the right sidebar
4

Review Status

View sync status, contact counts, and the last sync timestamp

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Trigger a Manual Sync

If you need to sync your latest contacts immediately:
1

Find the Card

On any contact record, find the UserIntuition card in the sidebar
2

Sync Now

Click Sync Now
3

Wait for Completion

The status will change to “Syncing…” with a progress indicator
4

Confirm

Wait for completion — the status will show “Synced” when finished

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Manage App Settings

Access integration settings and connection details.
1

Open Settings

In HubSpot, go to Settings > Integrations > Connected Apps
2

Select UserIntuition

Click UserIntuition
3

View Details

View your connection status and Portal ID
4

Manage Connection

Use the provided link to manage your connection in User Intuition

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What to Expect

After successful installation:

OAuth Connection

OAuth connects without errors

Account Linked

You’re redirected to User Intuition to complete login

Contacts Available

Your contacts appear under Actions > Add Invites

CRM Card Active

The UserIntuition card loads on all contact records

Accurate Counts

Syncs complete with accurate contact counts displayed

Active Connection

The Settings page confirms an active connection

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Troubleshooting

If the UserIntuition card doesn’t appear on contact records:
  • Refresh the page
  • Ensure the app is properly installed under Settings > Connected Apps
If contacts aren’t syncing:
  • Check your connection status in Settings > Connected Apps > UserIntuition
  • Try clicking Sync Now to trigger a manual sync
  • Verify you have the necessary permissions in HubSpot
If you’re having trouble connecting:
  • Ensure you’re logged into the correct HubSpot account
  • Try disconnecting and reinstalling the app
  • Contact support at support@userintuition.com

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Need Help?

Help Center

Visit our help center for more resources

Contact Support

Email our support team for assistance