Before you start
- A HubSpot account.
- A TalkValue workspace with an active Pro plan or trial. See Plans and trial.
- Workspace Admin role. Only admins can connect integrations. See Members if you need access.
Connection model
- One HubSpot account per workspace. To switch accounts, disconnect the current one and connect the new one.
- Admin-only. Only workspace Admins can connect, reconnect, or disconnect integrations.
- Workspace-scoped. The connection belongs to the workspace, not to the Admin who connected it.
- Read access to your contacts: the fields TalkValue maps onto a person.
- Account email: shown on the integration card so you can confirm which account is connected.
Connect
Open Settings → Integrations
Sign in at app.trytalkvalue.com, open the side panel, and navigate to Settings → Integrations. You’ll see a card for each supported provider, including HubSpot.
Click Connect on the HubSpot card
Click the Connect button on the HubSpot card. TalkValue opens an authorization flow that hands off to HubSpot.
Authorize TalkValue in HubSpot
Sign in to HubSpot if prompted, then grant TalkValue read access and approve. HubSpot redirects you back to TalkValue automatically.
Confirm the connection
Back in Settings → Integrations, the HubSpot card now shows a green Connected badge with the HubSpot account email and the connection date. You’re ready to import.
What syncs
When you import HubSpot into Path, TalkValue brings in:- Your HubSpot portal as a channel. The channel name is your HubSpot portal name.
- Your contacts as people, with these fields:
| HubSpot contact | TalkValue person |
|---|---|
| Email (identity key) | |
| First name | First name |
| Last name | Last name |
| Phone | Phone |
| Job title | Job title |
| Company | Company |
| Profile photo | Avatar |
Status states
The HubSpot card on Settings → Integrations is in one of three states:- Not connected. The card shows a Connect button. Click it to start the authorization flow.
- Connected. A green Connected badge appears in the top right, with the HubSpot account email and connection date underneath. The card has an external link to HubSpot and a Disconnect button.
- Reconnect required. An amber Reconnect required badge replaces the green one. The card description reads: “Authentication expired or revoked. Connect a new HubSpot account above, then remove this entry.” This state appears when HubSpot invalidates or revokes access.
Reconnect
When the card shows Reconnect required, TalkValue keeps the disconnected entry visible so you can finish the cleanup deliberately. Click Connect on the connectable HubSpot card above the disconnected one, run through the HubSpot authorization again, then click Remove on the disconnected entry once the new connection is in place. People and channels you already imported stay in your workspace through the disconnect.Disconnect
On the connected HubSpot card, click Disconnect and confirm. Already-imported data stays in your workspace. New contacts won’t sync until you reconnect by clicking Connect again.Troubleshooting
The HubSpot card shows “Reconnect required”
Authentication expired or was revoked from the HubSpot side. Connect a new HubSpot account on the card above, then remove the old entry. See Reconnect for the full pattern.Some contacts are missing from the import
Each contact needs an email, since Email is the identity key. Add an email to the contact in HubSpot, then re-sync. Archived contacts are excluded.Related
- HubSpot field mapping. The full contact-to-person field reference.
- Connect Slack. The other channel-import provider for Path.
- Channels. Where imported channels appear and how to re-sync them.
- Import a CSV. The manual import path.