Clean and HubSpot: the prospects you save in Clean, in HubSpot

What Clean pushes into HubSpot

Everything you save in Clean has a place in HubSpot. People become contacts, their employers become companies with the two associated, and the fields Clean holds on a prospect, such as name, job title, and work email, fill the matching HubSpot fields.

• Every prospect as a HubSpot contact, associated with its company
• Every saved Clean list as a HubSpot contact list with the same name and members
• Every custom column as a contact property, grouped under a Clean property group
• Edits made in Clean, such as a corrected job title, updated on the contact

How the sync stays current

When you connect, Clean backfills every prospect, list, and column you already have. After that, saving a prospect in Clean pushes that prospect and its company within moments, and a regular check catches values that changed since the last run. You can also start a sync from the connection page at any time.

• An initial backfill of everything already saved in Clean
• New prospects pushed as you save them
• A periodic check for changed values, plus Sync now on demand
• Counts of people, companies, lists, columns, and anything skipped

What Clean never does in HubSpot

The sync only adds and updates. Clean does not delete contacts, companies, or lists in HubSpot, and it does not read HubSpot records back into Clean. If a contact with the same email already exists, Clean updates it instead of creating a second one, and if your team already set a contact's primary company, Clean leaves that choice alone.

• No deletes: removing a prospect from a Clean list only removes it from the mirrored HubSpot list
• No reads from HubSpot back into Clean
• Existing contacts matched by email, existing companies by domain

Where the prospects come from

Clean finds B2B prospects from real-world records of what companies actually do: government filings, trade and shipping records, fleet and safety records, company sites, and trade press, plus Clean's own datasets and licensed company data. It names the people at each company through licensed data providers, and the HubSpot sync puts them in front of your team without anyone retyping a record.

How to connect HubSpot to Clean

A workspace member connects HubSpot once for the whole team. Before HubSpot's consent screen, Clean lists what it will push, what it never does, and what happens on disconnect.

• Open HubSpot in Integrations. In your Clean workspace settings, open Integrations and choose Connect on the HubSpot row in the CRM section. One connection covers the whole workspace.
• Pick your HubSpot account and approve. Choose Connect with HubSpot. HubSpot asks which account to install Clean into and lists the permissions Clean requests. Approve, and HubSpot returns you to Clean.
• Let the backfill run. Clean creates contacts, companies, lists, and properties for everything already saved, then pushes new prospects as you save them. The connection page shows people, lists, and the last sync time.