> ## Documentation Index
> Fetch the complete documentation index at: https://guide.withvayu.com/llms.txt
> Use this file to discover all available pages before exploring further.

# HubSpot

> Vayu–HubSpot Integration

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  <img src="https://mintcdn.com/vayu-786467d1/4GFcBTV6UBdN2hgz/images/Vayu-Hubspot.png?fit=max&auto=format&n=4GFcBTV6UBdN2hgz&q=85&s=601af4d4f0a87f367edf57ce4dfdb763" alt="Vayu Hubspot" width="2161" height="1189" data-path="images/Vayu-Hubspot.png" />
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Vayu pulls closed HubSpot customers & deals (including line items, amounts, and selected custom fields), associates them with the HubSpot company and contacts, and recreates them in Vayu as contracts that can be reviewed, activated, and invoiced.

## **Connection and Setup**

Connecting your HubSpot account to Vayu is extremely easy. Go to the Integrations tab and select the HubSpot panel.

Click the blue Connect button.

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  <img src="https://mintcdn.com/vayu-786467d1/NgHyZInCNrE3jX2f/images/ConnecttoHubspot.png?fit=max&auto=format&n=NgHyZInCNrE3jX2f&q=85&s=72e438e75a4792949b7aa78712248ecf" alt="Connectto Hubspot" width="872" height="610" data-path="images/ConnecttoHubspot.png" />
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  <img src="https://mintcdn.com/vayu-786467d1/NgHyZInCNrE3jX2f/images/ConnecttoHubspot.png?fit=max&auto=format&n=NgHyZInCNrE3jX2f&q=85&s=72e438e75a4792949b7aa78712248ecf" alt="Connectto Hubspot" width="872" height="610" data-path="images/ConnecttoHubspot.png" />
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In the connection window, choose the HubSpot account that you want and Authorize the connection.

## **Configuration**

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  <img src="https://mintcdn.com/vayu-786467d1/4GFcBTV6UBdN2hgz/images/Hubspot-Zoomin.png?fit=max&auto=format&n=4GFcBTV6UBdN2hgz&q=85&s=b63019d8968b90f8118ee8503e398676" alt="Hubspot Zoomin" width="2020" height="1101" data-path="images/Hubspot-Zoomin.png" />
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  <img src="https://mintcdn.com/vayu-786467d1/4GFcBTV6UBdN2hgz/images/Hubspot-Zoomin.png?fit=max&auto=format&n=4GFcBTV6UBdN2hgz&q=85&s=b63019d8968b90f8118ee8503e398676" alt="Hubspot Zoomin" width="2020" height="1101" data-path="images/Hubspot-Zoomin.png" />
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In Vayu, there are two settings in the main integration configuration window to manage.

First, choose whether or not to automatically import customers:

* Automatically import customers from HubSpot (recommended)
* Do not import automatically

Second, choose whether or not to automatically import contracts:

* Automatically import contracts from HubSpot (recommended)
* Do not import automatically

## **Workflow**

Once you have **closed** a deal in HubSpot, it will automatically be pulled to Vayu as a new contract that is available for review. 

To see this information, go to the individual customer’s profile. Note that you will be able to see the origin of a customer (and if it originates from a HubSpot sync).

### **Activation Flow**

When the contract enters Vayu, it is by default in an *inactive* state. Once you 1) review and 2) activate the contract, it then creates invoices.

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  <img src="https://mintcdn.com/vayu-786467d1/NgHyZInCNrE3jX2f/images/Hubspot-ActivateContract.gif?s=c106d1a74d8cbac8221ab8a036efe1b2" alt="Hubspot Activate Contract" width="708" height="390" data-path="images/Hubspot-ActivateContract.gif" />
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  <img src="https://mintcdn.com/vayu-786467d1/NgHyZInCNrE3jX2f/images/Hubspot-ActivateContract.gif?s=c106d1a74d8cbac8221ab8a036efe1b2" alt="Hubspot Activate Contract" width="708" height="390" data-path="images/Hubspot-ActivateContract.gif" />
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When you click into the contract itself under **Contracts**, you can see the **Integrations** section (next to **Billing**). This shows everything that happened with the specific integration for this particular contract, plus displays any and all custom fields for that deal.

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  <img src="https://mintcdn.com/vayu-786467d1/NgHyZInCNrE3jX2f/images/ShowsHubspotSynced.png?fit=max&auto=format&n=NgHyZInCNrE3jX2f&q=85&s=cc5a14cc91bf8f9e7ced33de543b7bb5" alt="Shows Hubspot Synced" width="1999" height="1163" data-path="images/ShowsHubspotSynced.png" />
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  <img src="https://mintcdn.com/vayu-786467d1/NgHyZInCNrE3jX2f/images/ShowsHubspotSynced.png?fit=max&auto=format&n=NgHyZInCNrE3jX2f&q=85&s=cc5a14cc91bf8f9e7ced33de543b7bb5" alt="Shows Hubspot Synced" width="1999" height="1163" data-path="images/ShowsHubspotSynced.png" />
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Under the **Settings** tab for the Customer, you can also see the **CRM ID** information.
