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.
Deal Field Mapping
| HubSpot Property | HubSpot Field | Minoa Field |
|---|---|---|
dealname | Deal Name | Opportunity Name |
amount | Amount | Value |
closedate | Close Date | Close Date |
dealstage | Deal Stage | Stage |
hs_is_closed / hs_is_closed_won | Closed Won/Lost | Status |
description | Description | Description |
hubspot_owner_id | Deal Owner | Owner |
createdate | Create Date | Created At |
deal_currency_code | Currency | Currency Override |
Deals must be associated with a company in HubSpot to sync. Deals without company associations are skipped during
sync.
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
Setting Up the Integration
Prerequisites
- Admin access to your HubSpot account
- Admin or Integration permissions in Minoa
Connect HubSpot
Once connected, Minoa syncs automatically every 5 minutes. No manual action required.
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.Select a Co-Owner Field
Choose from the dropdown of user-reference fields available on your HubSpot deals.
Sync Behavior (HubSpot → Minoa)
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
Manual Sync
Need data immediately? You can trigger a sync from Settings → Integrations → HubSpot → Sync Now.What Happens During Sync
- Deals are fetched with their associated companies
- Companies are created as Minoa Accounts (or updated if they exist)
- Deals become Minoa Opportunities linked to those accounts
- User mapping matches HubSpot owners to Minoa users by email
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.| HubSpot Property ID | Description | Value | Format |
|---|---|---|---|
business_case_name | Business Case Name | BC name (falls back to opportunity name) | Text |
total_annual_benefit_minoa | Total Benefit | Total benefit for contract duration | Number (2 decimal places) |
roi_minoa | ROI | ROI multiple | Number (1 decimal place) |
summary_minoa | Summary | Primary scenario description | Text |
use_cases_minoa | Use Cases | Primary scenario use case names | Comma-separated text |
external_collaborator_count_minoa | External Collaborators | Count of accepted external collaborators | Integer |
minoa_link_minoa | Minoa Link | Direct link to the business case in Minoa | URL |
last_modified_minoa | Last Modified | Date of last sync | Date (YYYY-MM-DD) |
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.
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.
- New deals in HubSpot → appear in Minoa
- Updated deals in HubSpot → update in Minoa
- Minoa business cases → sync to HubSpot deal properties
- Other changes in Minoa (like currency or opportunity name) → do not sync to HubSpot
Troubleshooting
My deals aren't syncing
My deals aren't syncing
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.
Deal owners aren't mapping correctly
Deal owners aren't mapping correctly
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
I see 'Authentication expired' errors
I see 'Authentication expired' errors
OAuth tokens occasionally expire. To reconnect:
- Go to Settings → Integrations → HubSpot
- Click Disconnect
- Click Connect and re-authorize
Sync seems slow for my large dataset
Sync seems slow for my large dataset
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.
Disconnecting the Integration
If you need to disconnect HubSpot:- Go to Settings → Integrations → HubSpot
- Click Disconnect
- Confirm the action
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