HubSpot Integration
Sync recovery data with HubSpot CRM for unified customer lifecycle management.
LostChurn integrates with HubSpot to automatically sync customer data, create deals on successful recoveries, and log recovery activity on contact timelines. Connect via OAuth in under a minute.
Prerequisites
- A HubSpot account with Marketing Hub or Sales Hub (Starter plan or above)
- Admin access to your HubSpot portal
- A LostChurn account with at least one active payment processor connected
Connection Steps
OAuth Setup (Recommended)
- In your LostChurn dashboard, navigate to Settings > CRM.
- Click Connect HubSpot.
- You will be redirected to HubSpot's OAuth authorization page. LostChurn requests the following scopes:
crm.objects.contacts.write— create and update contactscrm.objects.deals.write— create recovery dealstimeline— log activities on contact timelines
- Click Grant access to authorize.
- You are redirected back to LostChurn with a confirmation message showing your HubSpot portal ID.
LostChurn uses OAuth 2.0 with automatic token refresh. You do not need to manage API keys or rotate credentials manually.
What Gets Synced
Contacts
LostChurn syncs customer data to HubSpot Contacts. Contacts are matched by email address and upserted (created if new, updated if existing).
| LostChurn Field | HubSpot Property | Direction |
|---|---|---|
| Customer email | email | Push |
| Customer name | firstname / lastname | Push |
| Monthly recurring revenue | lostchurn_mrr (custom) | Push |
| Recovery count | lostchurn_recovery_count (custom) | Push |
| Churn risk score | lostchurn_churn_risk (custom) | Push |
| LostChurn customer ID | lostchurn_customer_id (custom) | Push |
Custom properties are created automatically when you first connect HubSpot.
Deals
When a recovery succeeds, LostChurn creates a Deal in your HubSpot pipeline:
- Pipeline: Revenue Recovery (created automatically)
- Deal name:
Recovery - {customer_email} - {date} - Amount: The recovered payment amount
- Stage progression:
- Recovery Started → In Progress
- Retry Attempted → In Progress
- Recovery Succeeded → Closed Won
- Recovery Exhausted → Closed Lost
Timeline Activities
LostChurn logs key recovery events as timeline entries on the associated contact:
- Recovery campaign started
- Email/SMS sent (with template name)
- Payment retry attempted (with result)
- Recovery succeeded or failed
- Customer updated payment method
Sync Behavior
Event-Driven Sync
By default, LostChurn pushes updates to HubSpot in real time as events occur. There is no polling delay — when a recovery succeeds, the HubSpot deal is created within seconds.
Batch Sync
You can trigger a full sync from Settings > CRM > HubSpot > Re-sync All. This processes all existing customers in batches of 100 (HubSpot API limit) and is useful for:
- Initial data population after connecting
- Recovering from sync errors
- Ensuring data consistency
Conflict Resolution
LostChurn follows these rules when both systems have data for the same field:
- Recovery fields (MRR, recovery count, churn risk): LostChurn always wins
- Sales fields (lifecycle stage, deal owner): HubSpot always wins
- Contact fields (name, phone): Most recently updated wins
You can customize conflict resolution rules in Settings > CRM > HubSpot > Field Mapping.
Rate Limits
LostChurn respects HubSpot's API rate limits:
| HubSpot Plan | Rate Limit | LostChurn Behavior |
|---|---|---|
| Free / Starter | 100 requests per 10 seconds | Queue and throttle |
| Professional | 150 requests per 10 seconds | Queue and throttle |
| Enterprise | 200 requests per 10 seconds | Queue and throttle |
If rate limits are hit, LostChurn queues updates and retries with exponential backoff. No data is lost.
Monitoring
View sync status at Settings > CRM > HubSpot:
- Last sync: Timestamp of the most recent successful sync
- Records synced: Total contacts and deals synced
- Errors: Any failed syncs with error details and retry options
- Sync log: Searchable history of all sync operations
Disconnecting
To disconnect HubSpot:
- Go to Settings > CRM > HubSpot.
- Click Disconnect.
- Choose whether to keep or delete LostChurn custom properties in HubSpot.
- Confirm the disconnection.
Disconnecting stops all data sync. Existing data in HubSpot is not deleted unless you explicitly choose to remove custom properties.
Troubleshooting
Contact not syncing
- Verify the customer has a valid email address in LostChurn
- Check Settings > CRM > HubSpot > Sync Log for error details
- Ensure your HubSpot plan allows the required number of contacts
Deal not created
- Confirm the "Revenue Recovery" pipeline exists in HubSpot (LostChurn creates it automatically, but it may have been deleted)
- Check that the recovery event actually succeeded (partial recoveries do not create deals by default)
OAuth token expired
LostChurn automatically refreshes OAuth tokens. If you see an authentication error:
- Go to Settings > CRM > HubSpot
- Click Reconnect
- Re-authorize via the OAuth flow
Next Steps
- Salesforce Integration — alternative CRM integration
- Zapier Integration — connect LostChurn to 6,000+ apps
- Outbound Webhooks — build custom integrations with webhook events