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
1. 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, priority, 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.
2. 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.
3. 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.
4. Configurable Field Mappings
Choose which HubSpot pipeline stages should trigger project creation or updates in Cinode.
Map HubSpot deal date fields (e.g. close date, start date) to the project start and end dates in Cinode.
Custom field mappings can be configured to match your specific data structures.
5. Reporting and Analytics
Leverage integrated data for enhanced reporting across both platforms.
Gain visibility into sales performance, resource utilisation, and project outcomes in one place.
Fields Mapped
Company → Customer
The following fields from a HubSpot company are used to create or update a customer in Cinode. If a matching customer already exists, Cinode updates it with the latest data from HubSpot.
Hubspot | Cinode |
name | name |
description | description |
website | website |
phone | phone |
Deal → Project
The following fields from a HubSpot deal are used to create or update a project in Cinode.
Hubspot | Cinode |
dealname | title |
description | description |
amount | contractValue |
hs_priority | priority |
hs_is_closed_won & hs_is_closed | projectState |
owner | salesManagerId |
deal_currency_code or companyCurrency | currencyId |
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.
8. Scroll down and click Connect app.
9. HubSpot authorisation is now complete.
10. Now connect Cinode — make sure you are logged in to Cinode.
11. Click Accept and install. (Manager and admin permission level is required.)
12. Cinode authorisation is now complete.
13. Click Next.
14. Choose whether you want to continuously update customers in Cinode as HubSpot company data changes, then click Next.
15. Click Add Value and select which HubSpot pipeline stage(s) should trigger project creation or updates in Cinode. Click Add value to add more stages, then click Next.
16. Select which HubSpot deal date fields should map to the project start date and end date in Cinode.
17. Click Finish.
Your integration is live. 🚀