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Documentation Index

Fetch the complete documentation index at: https://docs.routera.io/llms.txt

Use this file to discover all available pages before exploring further.

Connect HubSpot so Routera can sync records, write owner assignments back to HubSpot, and align field values between systems. After connection, map fields under Settings → Integrations, then use HubSpot CRM routers and HubSpot workflows as described in Creating routers.

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Connect HubSpot

  1. Open Settings → Integrations.
  2. On the HubSpot card, click Connect.
  3. In HubSpot, choose the portal and click Choose Account.
  4. Review the requested permissions, then click Connect app.
  5. When connection succeeds, the card shows Portal ID and Disconnect. Routera matches workspace members to HubSpot owners by email when possible.
Settings Integrations tab with HubSpot Connect
An admin with permission to manage integrations should complete OAuth. If you start a HubSpot CRM router without a connection, Routera prompts you to open Settings → Integrations.
To remove the integration, click Disconnect on the HubSpot card and confirm. This affects HubSpot workflows that use Assign with Routera.

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Field mappings

Field mappings tell Routera which Routera fields correspond to which HubSpot properties for each object type. They keep synced data aligned and are required for some features (for example enumeration fields used in Creating capacities).

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Open the mapping modal

  1. Go to Settings → Integrations.
  2. On the connected HubSpot card, click the gear button (top right).
  3. The HubSpot Field Mapping modal opens.
HubSpot Field Mapping modal with object types and mappings

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Map fields

  1. Select Routera Object Type and HubSpot Object Type (for example Routera Deal with HubSpot Deal).
  2. Under Field Mappings, click Add Mapping.
  3. Choose Routera Field and HubSpot Field. HubSpot options are filtered to types compatible with the Routera field.
  4. Repeat for each field that should stay in sync.
  5. Click Save Mappings.
Compatible types:
Routera field typeHubSpot property types
Single-line text (string)string
Numbernumber
Date (datetime)date, datetime
Dropdown (enumeration)enumeration (and related select types)
Userenumeration (owner-style fields)

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Match dropdown options

When you map a Dropdown or User field to a HubSpot enumeration, expand Match Dropdown Options:
  1. Map each Routera Option to a HubSpot Option (progress shows as 3 / 5, and so on).
  2. Unmapped Routera values are highlighted until you assign a HubSpot option.
  3. Each HubSpot option can map to only one Routera value.
  4. Save only after every Routera option is mapped.
Routera may auto-suggest matches from similar labels or internal names. Clear a row mapping with the X on a matched option. Match Dropdown Options section with Routera and HubSpot options

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Edit or remove mappings

  • Reopen the modal with the gear button, select the same object types, and your saved mappings load.
  • Remove a row with the trash icon on the right.
  • Click Save Mappings after changes.

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What HubSpot enables

FeatureHow HubSpot is used
Creating routers (HubSpot CRM mode)Records enroll via HubSpot workflow Assign with Routera; owners update in HubSpot
Creating capacitiesEnumeration fields should be mapped so counts stay accurate across systems
Managing data fieldsUser fields can create matching owner fields in HubSpot when connected
Create voice agentsMapped contact fields supply {{internal_name}} tokens on synced records
Map owner-related and stage or status fields you rely on in routing before publishing CRM routers or capacities. Test with one record after saving mappings.