Connect HubSpot to CleanSmart

Connect HubSpot to CleanSmart and import your contacts and companies in a few clicks. This guide walks through the full setup, from generating an access token to refreshing your data.


What You'll Need

  • A CleanSmart account with admin access
  • A HubSpot account
  • A HubSpot Private App Access Token
  • About 5 to 10 minutes

Step 1: Open the HubSpot Integration in CleanSmart

Find the HubSpot card in CleanSmart's integrations. Click Connect to expand the card and reveal the access token field.

Web dashboard for importing and syncing data, with source cards and green action buttons

Step 2: Enter Your HubSpot Access Token

Paste your HubSpot Private App Access Token into the field. Need help generating one? Click the information icon for step-by-step instructions.

Web app dashboard titled “Import & Sync” showing data import cards and green action buttons

Step 3: Confirm the Connection

Click Connect again. A green confirmation message means the secure connection is live.

A web app dashboard showing integrations, with cards and green action buttons on a light background.

Step 4: Import Your HubSpot Data

Click Import next to the object you want to bring in, like Companies or Contacts. The records appear in that object's section once the import finishes.

Web dashboard with cards and green action buttons on a white background

Step 5: Refresh When You Need Fresh Data

Click Refresh next to HubSpot Objects to pull the latest records from your account.

Dashboard with two app cards and green action buttons on a white interface

Tips and Best Practices

  • Refresh before any major cleaning run so you're working with current data.
  • Use the information icon if you forget how to generate a Private App Access Token.
  • Double-check the token for stray spaces. That's the most common reason connections fail.


Troubleshooting

The connection won't go through

Check the access token for typos or hidden whitespace. Confirm the token is still active in your HubSpot account.


The Import button isn't doing anything

Make sure the connection is still active. Re-enter the token if needed and check your network.


Summary

Your HubSpot account is connected and your records are in CleanSmart, ready for SmartMatch, AutoFormat, SmartFill, and LogicGuard to do their work.