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Minoa integrates with HubSpot to automatically sync your deals, companies, and contacts. Deal data flows from HubSpot into Minoa, and business case data flows back to HubSpot as custom deal properties.

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What Gets Synced

Deals

Become Minoa Opportunities with all key fields: name, stage, close date, value, and description.

Companies

Become Minoa Accounts, linked to their associated deals.

Owners

HubSpot owners are automatically matched to Minoa users by email address.

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Deal Field Mapping

Deals must be associated with a company in HubSpot to sync. Deals without company associations are skipped during sync.

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User Matching

Minoa automatically maps HubSpot owners to Minoa users by matching email addresses. When a deal syncs:
  • If the deal owner’s email matches a Minoa user, that user becomes the opportunity owner
  • If no match is found, the deal still syncs—you can configure a fallback owner or manually assign it

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Setting Up the Integration

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Prerequisites

  • Admin access to your HubSpot account
  • Admin or Integration permissions in Minoa

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Connect HubSpot

1

Go to Integrations

In Minoa, navigate to Settings → Integrations.
2

Select HubSpot

Click Connect next to the HubSpot integration.
3

Authorize

You’ll be redirected to HubSpot to grant Minoa access. Sign in and click Connect app.
4

Done!

Return to Minoa—your deals will start syncing within minutes.
Once connected, Minoa syncs automatically every 5 minutes. No manual action required.

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Configuring Deal Co-Owners

HubSpot deals often have multiple people working on them. Minoa can pull in a co-owner from a custom deal field—useful if your team uses a “Sales Engineer” or “Technical Contact” field in HubSpot.
1

Open Integration Settings

Go to Settings → Integrations → HubSpot → Configure.
2

Select a Co-Owner Field

Choose from the dropdown of user-reference fields available on your HubSpot deals.
3

Save

Click Save. Future syncs will populate the co-owner on matching opportunities.
Good candidates for co-owner fields include “Technical Owner,” “SE Assigned,” or any custom user field your team uses.

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Sync Behavior (HubSpot → Minoa)

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Automatic Sync

  • Syncs run every 5 minutes
  • Only deals modified since the last sync are processed (incremental sync)
  • Large datasets are processed in batches across multiple sync runs

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Manual Sync

Need data immediately? You can trigger a sync from Settings → Integrations → HubSpot → Sync Now.

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What Happens During Sync

  1. Deals are fetched with their associated companies
  2. Companies are created as Minoa Accounts (or updated if they exist)
  3. Deals become Minoa Opportunities linked to those accounts
  4. User mapping matches HubSpot owners to Minoa users by email
Deleting a deal in HubSpot does not automatically delete the opportunity in Minoa. This is intentional—it protects your business case work from accidental CRM changes.

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What Gets Written Back

When you build a business case in Minoa, selected data automatically syncs to HubSpot as custom properties on the associated Deal. These properties are grouped under a “Minoa” section on the Deal and are only populated for deals that have a Minoa business case. For all other deals, the fields remain empty.
Your HubSpot admin must create the custom deal properties before business case data can sync. If you are connecting HubSpot for the first time, write permissions are included automatically. Existing integrations will need to re-authenticate to grant the additional write scope.

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Sync Minoa Data into Deal Properties

The properties above are Minoa’s own, and they only fill in once a deal has a business case. You can also point Minoa data at custom properties your team created on the Deal, so the signal lands in the reports, views, and workflows you already run.
1

Create the Property in HubSpot

Go to Settings → Properties → Deal properties → Create property and create it using the label, internal name, and type from the table above.
Minoa never creates or deletes properties in your portal. It tells you exactly what to create; you stay in control of your schema.
2

Map It in Minoa

Go to Settings → Integrations, open the HubSpot integration settings, then click Set up Deal fields → Add field mapping and pick the Minoa data and the property it writes into.
It works in either order. Pick the Minoa data first and, if no suitable property exists yet, Minoa shows you the exact label, internal name, and type to create.
Nothing is written until you map something — the mapping list is the on switch. Once mapped, values go out on the hourly run.
These are properties on your live Deal records, so your own HubSpot workflows and automations that trigger on property changes will fire. Map one property and watch a few deals before adding more.
Minoa only offers properties it knows it can write. A property is eligible when it is:
  • A custom property your team created — not a HubSpot-defined one
  • Not a property Minoa already writes itself, from What Gets Written Back
  • Not a property Minoa already reads from your deals — writing it would overwrite the value Minoa reads
  • Not read-only, calculated, archived, hidden, unique-value, or synced from another system
  • The right type for the data point, per the table above
Each Minoa data point maps to one property, and each property receives one data point. You can configure up to 20 mappings.
Saving is all-or-nothing. If any row is refused, nothing is saved and the reason appears on the row that caused it.
  • Mapped values go out on an hourly run, and only for deals that changed in Minoa since the last write.
  • A new mapping reaches a deal the next time that deal changes in Minoa. There’s no backfill button — map early on the deals you care about.
  • Remove every mapping and Minoa stops writing entirely. Values already on your deals stay where they are; clear them in HubSpot if you don’t want them.
If HubSpot blames one property, Minoa drops it and retries the same write once without it, so one broken mapping never blocks the others.After five consecutive rejections of the same property, Minoa pauses that mapping and stops writing it. The panel shows Paused with the HubSpot error code. Fix the cause in HubSpot, then click Re-enable.

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Sync Direction

The HubSpot integration supports two-way sync for business cases: deal data flows from HubSpot into Minoa, and Minoa business case data flows back to HubSpot as custom deal properties.
This means:
  • New deals in HubSpot → appear in Minoa
  • Updated deals in HubSpot → update in Minoa
  • Minoa business cases → sync to HubSpot deal properties
  • Minoa data you map → syncs to the custom deal properties you created
  • Other changes in Minoa (like currency or opportunity name) → do not sync to HubSpot
HubSpot remains the source of truth for core deal data. Minoa only writes business case metrics to custom properties.

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Troubleshooting

Check company associations. Deals must be linked to a company in HubSpot. Go to your deal in HubSpot and ensure it has an associated company.Wait for the next sync. Syncs run every 5 minutes. Check back shortly or trigger a manual sync.
User mapping relies on email matching. Make sure:
  • The HubSpot owner’s email matches their Minoa user email exactly
  • The Minoa user has been added to your workspace
Check Settings → Team to see your Minoa users.
HubSpot rejected that property on five consecutive writes, so Minoa stopped writing it. The row shows the HubSpot error code—hover it for detail.Usual causes. A HubSpot workflow or validation that rejects the value, the property archived or made read-only, or the write scope revoked.Fix the cause in HubSpot, then click Re-enable on the row. Your other mappings kept writing throughout.
OAuth tokens occasionally expire. To reconnect:
  1. Go to Settings → Integrations → HubSpot
  2. Click Disconnect
  3. Click Connect and re-authorize
This refreshes your authentication without affecting historical data.
Minoa processes HubSpot data in batches to stay within API limits. For large HubSpot accounts (10,000+ deals), the initial sync may take several sync cycles to complete. Incremental syncs after that are much faster.

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Disconnecting the Integration

If you need to disconnect HubSpot:
  1. Go to Settings → Integrations → HubSpot
  2. Click Disconnect
  3. Confirm the action
Disconnecting stops all syncing. Your existing Minoa opportunities and accounts remain—they just won’t receive updates from HubSpot.

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Security & Permissions

Minoa requests the following HubSpot scopes:
  • crm.objects.companies.read — Read companies and their properties
  • crm.objects.contacts.read — Read contacts for user matching
  • crm.objects.deals.read — Read deals and their properties
  • crm.objects.deals.write — Write business case data to deal properties
  • crm.objects.owners.read — Read owner information for user mapping
  • crm.schemas.deals.read — Read deal property schemas (for co-owner field configuration)
  • oauth — OAuth token management
Minoa writes only to custom properties on the Deal object: its own business case properties, plus any property you explicitly map under Sync Minoa Data into Deal Properties. We do not modify your existing standard deal fields, contacts, or companies.
Mapping properties needs no extra scopes—crm.objects.deals.write and crm.schemas.deals.read already cover it. Integrations connected before write access was added may need to re-authenticate.