Contact your CSM or let us know for more information regarding the integration. Manager, API and Admin permission level is required in Cinode to set up this integration.
Why the HubSpot integration?
The HubSpot ↔ Cinode integration seamlessly connects your CRM and sales automation tools with your resource management and skills-tracking platform.
Data flows in both directions — from HubSpot into Cinode and from Cinode back into HubSpot — ensuring your sales pipeline and resource planning always stay in sync without manual data entry.
What HubSpot <> Cinode integration does
Company and Customer Sync
HubSpot companies are created as customers in Cinode. If a matching customer already exists, Cinode updates it with the latest data from HubSpot.
You can choose to enable continuous customer sync, so any update to a company in HubSpot is automatically applied to the corresponding Cinode customer.
Bidirectional Deal and Project Sync
When a deal reaches a configured pipeline stage in HubSpot, it is automatically created as a project in Cinode.
Updates to a deal in HubSpot (such as changes to title, value, or status) are reflected on the corresponding Cinode project.
Changes made to a project in Cinode are continuously polled and written back to the matching HubSpot deal, keeping both systems in sync.
Owner and Sales Manager Sync
The owner of a HubSpot deal is mapped to the sales manager of the corresponding Cinode project.
HubSpot company owners are synced to customer managers in Cinode, maintaining accountability across both platforms.
Configurable Field Mappings
Map any HubSpot company or deal property to the corresponding Cinode field - defaults are provided and can be extended or changed.
Map HubSpot pipeline stages to Cinode pipeline stages and terminal states (Won, Lost, Abandoned, Suspended) in both directions.
Custom field mappings can be configured to match your specific data structures.
Fields Mapped
Field mappings are configurable. During setup you decide which HubSpot properties map to which Cinode fields. The defaults below get you started, and the full list of available Cinode destinations shows everything you can map to.
Company → Customer
HubSpot companies are used to create or update customers in Cinode.
Default mapping:
HubSpot | Cinode |
name | name |
Available Cinode destinations (any HubSpot company property can be mapped to any of these):
name
description
email
homepage
phone
customerResponsible (customer managers - populated from HubSpot owner fields)
Deal → Project
HubSpot deals are used to create or update projects in Cinode.
Default mapping:
HubSpot | Cinode |
dealname | title |
Available Cinode destinations (any HubSpot deal property can be mapped to any of these):
title
description
estimatedCloseDate
estimatedValue
contractValue
probability
currencyId
Sales Manager(s) - populated from a HubSpot owner field
Project Manager(s) - populated from a HubSpot owner field
Project state and pipeline stage are not mapped as deal fields. They are handled separately through the Pipeline and Stage Mapping described below, which also covers terminal states such as Won, Lost, Abandoned and Suspended.
Pipeline and Stage Mapping
Pipeline and stage mapping links Cinode project pipelines and stages to HubSpot deal pipelines and stages in both directions. You can map:
Active pipeline/stage combinations — each Cinode pipeline/stage is linked to a HubSpot pipeline/stage so that movement in one system is reflected in the other.
Terminal states — each Cinode pipeline has four final states (🏆 Won, ❌ Lost, 🚫 Abandoned, ⏸️ Suspended). Map each one to the HubSpot stage that represents the same outcome.
State mappings are pipeline-specific and take priority over pipeline/stage mappings.
Use Cases
Sales and Resource Planning — Align your sales pipeline with resource availability to improve project planning and execution. As soon as a deal is won in HubSpot, a project is ready in Cinode.
Client Management — Maintain a single source of truth for client information. Updates in HubSpot flow automatically to Cinode customers, eliminating duplicate data entry.
Ownership and Accountability — HubSpot deal owners are automatically reflected as sales managers in Cinode projects, and company owners are synced as customer managers.
Performance Tracking — Monitor the performance of sales activities and projects to identify areas for improvement and optimise processes.
How to get started with HubSpot <> Cinode integration
Ask your CSM to set up an account on the integration platform.
You will receive an email - click the link to access the integration platform.
Log in to the integration platform.
Go to Marketplace and select HubSpot.
Click Configure, then click Next.
Click Connect on the HubSpot connection.
Select your HubSpot account and click Choose account.
Scroll down and click Connect app.
HubSpot authorisation is now complete.
Now connect Cinode - make sure you are logged in to Cinode.
Click Accept and install.
Cinode authorisation is now complete.
Click Next.
On the Cinode configuration page, choose whether Cinode Sync should be enabled (syncs changes from Cinode back to HubSpot) and whether to upsert HubSpot records that don't yet exist when receiving updates. Click Next.
On the HubSpot configuration page, choose whether HubSpot Sync should be enabled (syncs changes from HubSpot to Cinode via webhooks) and whether to upsert missing records. Click Next.
Configure Company Field Mapping: for each HubSpot company property you want to sync, pick the matching Cinode field from the list of available destinations. The default name → name mapping is included and can be kept, removed, or extended.
Configure Deal Field Mapping the same way. The default title (Cinode) ↔ dealname (HubSpot) mapping is included. Add further mappings to cover description, contract value, close date, owners, and so on.
Configure Pipeline and Stage Mapping: for each Cinode pipeline/stage you want to sync, pick the corresponding HubSpot pipeline/stage. Map each terminal state (Won, Lost, Abandoned, Suspended) for every pipeline you use.
Click Finish.
Tip: State mappings are pipeline-specific and take priority over pipeline/stage mappings. Make sure each pipeline you actively use has its four terminal states mapped, otherwise Won/Lost/Abandoned/Suspended deals will not be reflected correctly in HubSpot.