Integration

Clean and HubSpot: the prospects you save in Clean, in HubSpot

Push the prospects, lists, and columns you save in Clean into HubSpot, automatically. Every prospect arrives as a contact with its company, every saved list becomes a HubSpot list, and your team keeps working in the CRM it already runs.

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The short answer

Clean isn't a CRM: it finds prospects and syncs them into HubSpot or Attio, where your team keeps working. Clean's HubSpot integration syncs both ways. Once a workspace connects its HubSpot account, every prospect Clean saves arrives as a contact associated with its company, every saved list becomes a HubSpot contact list, and every custom column becomes a contact property. Clean reads the contacts already in HubSpot so it updates them instead of creating duplicates, copies edits made in HubSpot to the contacts it synced back into Clean, and never deletes anything in HubSpot.

01

What Clean pushes into HubSpot

Everything you save in Clean has a place in HubSpot. People become contacts, their employers become companies with the two associated, and the fields Clean holds on a prospect, such as name, job title, and work email, fill the matching HubSpot fields.

  • Every prospect as a HubSpot contact, associated with its company
  • Every saved Clean list as a HubSpot contact list with the same name and members
  • Every custom column as a contact property, grouped under a Clean property group
  • Edits made in Clean, such as a corrected job title, updated on the contact
02

How the sync stays current

When you connect, Clean backfills every prospect, list, and column you already have. After that, saving a prospect in Clean pushes that prospect and its company within moments, and a regular check catches values that changed since the last run. About every five minutes Clean reads the contacts in HubSpot, so edits your team makes there to a contact's name, email, job title, phone, or LinkedIn URL come back into Clean. You can also start a sync from the connection page at any time.

  • An initial backfill of everything already saved in Clean
  • New prospects pushed as you save them
  • Edits made in HubSpot to synced contacts brought back into Clean, a switch you can turn off
  • A periodic check for changed values, plus Sync now on demand
  • Counts of people, companies, lists, columns, and anything skipped
03

What Clean never does in HubSpot

In HubSpot the sync only adds and updates. Clean does not delete contacts, companies, or lists, and contacts that exist only in HubSpot stay out of Clean until a member asks chat to add them and confirms. Before it creates anything, Clean looks for the record: contacts by email, then by exact LinkedIn URL; companies by domain, then by LinkedIn page. An existing record is updated instead of duplicated, and if your team already set a contact's primary company, Clean leaves that choice alone.

  • No deletes: removing a prospect from a Clean list only removes it from the mirrored HubSpot list
  • Contacts only in HubSpot come into Clean only when you ask chat and confirm
  • Never matched by name alone
04

Where the prospects come from

Clean finds B2B prospects from real-world records of what companies actually do: government filings, trade and shipping records, fleet and safety records, company sites, and trade press, plus Clean's own datasets and licensed company data. It names the people at each company through licensed data providers, and the HubSpot sync puts them in front of your team without anyone retyping a record.

05

How to connect HubSpot to Clean

A workspace member connects HubSpot once for the whole team. Before HubSpot's consent screen, Clean lists what it will push, what it never does, and what happens on disconnect.

  • Open HubSpot in Integrations. In your Clean workspace settings, open Integrations and choose Connect on the HubSpot row in the CRM section. One connection covers the whole workspace.
  • Pick your HubSpot account and approve. Choose Connect with HubSpot. HubSpot asks which account to install Clean into and lists the permissions Clean requests. Approve, and HubSpot returns you to Clean.
  • Let the backfill run. Clean creates contacts, companies, lists, and properties for everything already saved, then pushes new prospects as you save them. The connection page shows people, lists, and the last sync time.

The HubSpot connection at a glance

HubSpot
PushesEvery prospect and its company, every saved list as a HubSpot list, and every custom column as a contact property. Edits made in Clean follow.
ReadsThe contacts in HubSpot, to avoid duplicates and to bring back edits to the contacts Clean synced.
NeverDeletes contacts, companies, or lists in HubSpot, or adds a HubSpot-only contact to Clean without a member confirming it.
Shares withThe whole workspace: one connection, everyone's prospects.
On disconnectStops syncing, drops HubSpot access, and deletes Clean's index of who is in HubSpot. Everything already in HubSpot stays there.

Common questions

Is the Clean HubSpot sync one-way or two-way?

Two-way, for the contacts Clean synced. Clean pushes prospects, companies, lists, and column values into HubSpot, and when your team changes a synced contact's name, email, job title, phone, or LinkedIn URL in HubSpot, the change comes back into Clean within minutes. Contacts that are only in HubSpot stay out of Clean until a member asks chat to add them and confirms, and a member can turn reading off on the connection.

Will Clean create duplicate contacts in HubSpot?

No. Clean reads the contacts already in HubSpot, and before it creates anything it looks for the record: contacts by email, then by exact LinkedIn URL; companies by domain, then by LinkedIn page. A match is updated rather than duplicated. Every record Clean writes also carries a hidden Clean ID, so later updates land on the same contact and company.

Which HubSpot records does Clean write to?

Contacts, companies, the association between each contact and its company, contact lists, and contact properties for your Clean columns. Clean reads a contact's lifecycle stage, status, and owner to know who is already in HubSpot, but never changes them. Deals, tickets, notes, tasks, and custom objects are not part of the sync.

Does Clean delete anything in HubSpot?

No. Clean never deletes contacts, companies, or lists in HubSpot. Removing a prospect from a Clean list removes only that contact's membership in the mirrored HubSpot list.

What happens when I disconnect HubSpot?

Syncing stops, Clean drops its HubSpot access for everyone in the workspace, and Clean deletes its index of who is in HubSpot. Everything already in HubSpot stays there.

Whose prospects sync to HubSpot?

Everyone's. The connection belongs to the workspace, not to one member, so every prospect saved in the workspace syncs, whoever saved it.

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