Monocle HubSpot Integration

Knowledge Base Documentation

Overview

Monocle integrates with HubSpot to provide Customer Success Managers with a unified view of their customer relationships. This integration enables bidirectional synchronization of customer data between Monocle and HubSpot, helping teams stay aligned and work more efficiently.

What Data We Sync

The Monocle-HubSpot integration synchronizes the following data types:

  • Companies: Customer account information including name, domain, and custom properties
  • Contacts: Individual contact records associated with companies
  • Notes: Company notes and annotations

Associations between these data types are also synchronized, so relationships between companies, contacts, and notes remain consistent across both platforms.

How Authentication Works

Monocle uses OAuth 2.0 to securely connect to your HubSpot account. When you connect HubSpot:

  1. You are redirected to HubSpot's authorization page
  2. You log in with your HubSpot credentials and authorize Monocle
  3. HubSpot returns an access token that Monocle uses to sync data on your behalf

Important: Monocle syncs data based on HubSpot ownership. Only companies, contacts, and notes where you are the designated owner in HubSpot will sync to your Monocle account. Data is scoped to your account.

Your HubSpot account does not need to use the same email address as your Monocle account. The integration identifies you based on your HubSpot owner ID.

Bidirectional Sync

The integration supports full bidirectional synchronization. You can perform create, read, update, and delete (CRUD) operations in either Monocle or HubSpot, and changes will sync automatically between the two platforms.

This includes:

  • Creating new companies, contacts, or notes in either system
  • Updating existing records in either system
  • Deleting records from either system
  • Changing associations between companies, contacts, and notes

Data Privacy and Security

Monocle takes data security seriously. All data transmitted between Monocle and HubSpot is encrypted in transit. Access tokens are stored securely and are only used to sync data on your behalf.

You can disconnect your HubSpot integration at any time from the Integrations page in Monocle. Disconnecting will immediately revoke Monocle's access to your HubSpot data.

For more details on how we handle your data, please refer to our Privacy Policy.

Scopes and Permissions

Monocle requests the following HubSpot OAuth scopes:

  • crm.objects.companies.read: Read company records from HubSpot
  • crm.objects.companies.write: Create and update companies in HubSpot
  • crm.objects.contacts.read: Read contact records from HubSpot
  • crm.objects.contacts.write: Create and update contacts in HubSpot
  • crm.objects.owners.read: Read the HubSpot owners list to identify account ownership

These permissions allow Monocle to provide full synchronization functionality while limiting access to only the data necessary for the integration.

Coming Soon: Team Support

We are actively developing team and organization-level features for the HubSpot integration. Upcoming enhancements include:

  • Org Admin sync: One admin connects HubSpot for the entire organization. All companies, contacts, and notes in the portal sync to Monocle regardless of owner assignment.
  • Org Member sync: Members see companies, contacts, and notes where they are the designated HubSpot owner, scoped to their role.

These features will enable Customer Success teams to manage shared customer data across their entire organization.

Getting Started

  1. Log in to your Monocle account
  2. Navigate to the Integrations page
  3. Click Connect HubSpot
  4. Authorize Monocle in the HubSpot OAuth flow
  5. Your data will begin syncing automatically

Support

If you have questions or need assistance with the HubSpot integration, please contact us at support@snowisetech.com.