Enabling and using the HubSpot integration

Available for User roles Super Admin, Admin, Team Member, Limited Team Member
Can only be configured by Super Admins
Packages All packages

The HubSpot data sync feature allows you to set up a one-way sync between HubSpot and Lever so that Candidate information is automatically shared with HubSpot.

Integration Requirements:

  • In Lever, your access role must be Super Admin in order to setup the integration. 
  • You must be a Super Admin or have App Marketplace Access permissions in your HubSpot account.

Setup the integration:

1. Navigate to the Lever App Marketplace page on HubSpot

HubSpot platform showing Lever listing.

2. In the top right, click Install app.

3. Log in to your app account through the dialog box.

4. Review the requested access permissions, then click Allow. You'll then be redirected back to the app page in your settings.

5. Click Allow after reviewing the requested access permissions. You will then be redirected back to your settings page.

Lever authorize app modal with blue accept button.

How to use the integration:

In order to sync data between both integrations, you'll need to configure the settings of your integration and enable the sync.

Follow the instructions on the screen to setup your sync between Lever and HubSpot.

Set up your sync rules

  • One-way sync from Lever Candidates to HubSpot Contacts.

HubSpot and Lever sync page showing One way sync set up.

Field Mapping 

  • Field mappings connect individual fields with information from each app. Default mappings can be turned off or new custom mappings can be created based on your specific business needs.

HubSpot field mapping list.

Review and sync

  • Review what data you would like to sync, review the sync settings and start syncing.

HubSpot Review and sync page showing list of field mappings and save and sync button.

For more details on how to connect both applications, please have a look at HubSpot's data sync help article.

Demo video

Take a look at HubSpot's demo video.

How to disable the integration:

1. Navigate to your Integrations & API Settings Page in Lever.

2. Under the Authorized Apps tab locate the HubSpot app.

3. Click Revoke Access to disable the integration.

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