HubSpot

Connect HubSpot to see each feedback author's company, lifecycle stage, and associated deal value, so you can prioritize requests by revenue.

JM
James Morton
Written By James MortonLast updated 8 days ago

See the revenue behind every feature request. Connect HubSpot to enrich feedback posts with contact data, company information, lifecycle stage, and deal pipeline value, so you can prioritize what matters most to your bottom line.

Note: On Quackback Cloud, integrations are available on the Business and Enterprise plans. Self-hosted installs include every integration.

Overview

The HubSpot integration provides:

  • Customer context: enrich feedback with HubSpot contact data like company, deal value, and lifecycle stage
  • Deal value: see the combined value of the contact's associated deals next to their feedback

Note: HubSpot is an enrichment integration. It does not send notifications or create records in HubSpot: it pulls contact and deal data into Quackback to give you context on who is requesting what.

Prerequisites

  • The Owner or Admin role in Quackback (or a custom role that can manage integrations)
  • A HubSpot account with API access
  • Self-hosted only: a HubSpot OAuth application (created in the HubSpot Developer Portal)

Self-hosted: create your HubSpot app

Note: On Quackback Cloud, skip this section. Quackback provides the HubSpot app for you, so you go straight to connecting.

Self-hosted instances connect through an app you create. Do this once before you connect.

Create a HubSpot OAuth application

  1. Go to the HubSpot Developer Portal
  2. Create a new app or use an existing one
  3. Under the Auth tab, copy the Client ID and Client Secret
  4. Add your Quackback OAuth callback URL as a redirect URI

Save the app credentials in Quackback

  1. Go to Admin > Settings > Integrations > HubSpot
  2. Enter the following credentials:

    • Client ID from your HubSpot application
    • Client Secret from your HubSpot application

Setup

1. Connect your account

  1. Go to Admin > Settings > Integrations > HubSpot
  2. Click Connect HubSpot
  3. You'll be redirected to HubSpot to authorize the application
  4. Select the HubSpot account you want to connect
  5. Review the permissions and click Grant access

The app requests these three OAuth scopes:

Scope

Purpose

crm.objects.contacts.read

Look up contacts by email

crm.objects.companies.read

Read company information

crm.objects.deals.read

Read deal pipeline data and amounts

2. Verify the connection

Once connected, Quackback stores your HubSpot portal ID and domain. You can verify the connection is active in the integration settings.

How it works

Contact lookup

When you view a feedback post, Quackback can look up the author's email in HubSpot and display:

  • Name: first and last name from the contact record
  • Company: the associated company name
  • Lifecycle stage: where the contact is in your pipeline (subscriber, lead, customer, and so on)

Deal enrichment

Beyond basic contact data, the integration fetches up to 5 deals associated with the contact and shows:

  • Deal value: the combined amount of those deals
  • Open deals: how many associated deals it found

This lets you see at a glance whether a feature request comes from a prospect with a small deal or an enterprise customer with a large pipeline.

Tip: Use deal value data to prioritize feature requests and focus on what drives the most business value.

Token refresh

HubSpot access tokens expire after 30 minutes. Quackback automatically refreshes tokens using the stored refresh token, so the connection stays active without manual intervention.

Manage the integration

Pause

HubSpot has no pause switch in the integration settings. To stop contact lookups, disconnect the integration.

Reconnect

If you see connection errors:

  1. Click Disconnect and confirm
  2. Click Connect HubSpot and authorize again in HubSpot

Disconnect

To fully remove the integration:

  1. Go to Admin > Settings > Integrations > HubSpot
  2. Click Disconnect
  3. Confirm the action

Note: Disconnecting revokes the OAuth refresh token with HubSpot and removes the stored credentials from Quackback.

Troubleshooting

Contact not found

  1. Check the email: the lookup matches on exact email address
  2. Verify the contact exists: confirm the contact is in your HubSpot CRM
  3. Check permissions: the connected HubSpot account must have access to the contact

Deal data missing

  1. Check deal associations: the contact must be associated with deals in HubSpot
  2. Verify deal properties: deals need dealname, dealstage, and amount properties populated
  3. Limit: only the first 5 associated deals are fetched

Token refresh fails

HubSpot tokens are short-lived (30 minutes) and refresh automatically. If refresh fails:

  1. Click Disconnect and confirm
  2. Click Connect HubSpot and authorize the app in HubSpot again
  3. Self-hosted only: if the issue persists, verify your Client ID and Client Secret are still valid in the HubSpot Developer Portal

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