PREMIUM ADD-ON

This integration is only available to users with a specific paying add-on. Please contact us to get access to HubSpot CRM integration.

This integration is a one-way sync, where Lago continuously syncs billing data to HubSpot in real time. Currently, it doesn’t support fetching information or taking actions from HubSpot back to Lago.

Object mapping

As Lago needs to sync billing data to HubSpot custom objects, your HubSpot account needs to be on the Sales Hub Enterprise plan.

Lago to HubSpot object mapping

Integration configuration

oAuth connection

Connect Lago to HubSpot through an oAuth connection

To fully integrate Lago with HubSpot, start by connecting your Lago instance to a new HubSpot connection. You can have an unlimited number of HubSpot connections. First, link your HubSpot account to Lago. Once connected, activate the specific syncs and actions required for your use case. This ensures that your Lago instance is properly configured to communicate with HubSpot, enabling seamless data synchronization and management.

  1. In Lago, navigate to Integrations > HubSpot;
  2. Create a new HubSpot connection;
  3. Assign a unique name and code to the connection;
  4. Select the default targeted object for Lago customers between HubSpot Contacts or Companies; and
  5. Use OAuth2 to grant access to the desired HubSpot account.

There you go, Lago is fully connected to HubSpot!

Lago to HubSpot - oAuth connection flow

List of scopes

Here’s a list of scopes you grant to Lago when connecting your HubSpot instance: oauth, crm.objects.companies.read, crm.objects.companies.write, crm.objects.custom.read, crm.objects.custom.write, crm.schemas.companies.read, crm.schemas.companies.write, crm.schemas.custom.read, crm.objects.contacts.read, crm.objects.contacts.write, crm.schemas.contacts.read, crm.schemas.contacts.write and crm.schemas.custom.write.

Custom properties deployment

By connecting HubSpot to Lago, custom properties are automatically added to both your HubSpot Companies and Contacts (native objects). These fields are used to sync customer data between HubSpot and Lago.

  • lago_customer_id: internal id of a Lago customer (unique);
  • lago_customer_external_id: your customer’s external id in Lago;
  • lago_billing_email: your customer’s billing email in Lago;
  • lago_tax_identification_number: your customer’s tax identification number in Lago; and
  • lago_customer_link: the URL path to the related Lago customer.

Custom properties deployed by Lago to HubSpot Companies and Contacts

Note that custom properties are deployed in the background the first time the connection is created.

Custom objects deployment

By connecting HubSpot to Lago, 2 custom objects are automatically deployed to your HubSpot instance: LagoSubscriptions and LagoInvoices.

Note that custom objects are deployed in the background the first time the connection is created. They are automatically tied to HubSpot Contacts or Companies.

LagoSubscriptions

Here is the list of properties deployed with the LagoSubscriptions custom object:

HubSpot Property NameTypeField TypeHas Unique Value
Lago Subscription Idstringtexttrue
Lago External Subscription Idstringtextfalse
Lago Subscription Namestringtextfalse
Lago Subscription Plan Codestringtextfalse
Lago Subscription Statusstringtextfalse
Lago Subscription Created Atdatedatefalse
Lago Subscription Started Atdatedatefalse
Lago Subscription Ending Atdatedatefalse
Lago Subscription Atdatedatefalse
Lago Subscription Terminated Atdatedatefalse
Lago Subscription Trial Ended Atdatedatefalse
Lago Subscription Linkstringfilefalse
Lago Billing Timeenumerationradiofalse

LagoInvoices

Here is the list of properties deployed with the LagoInvoices custom object:

HubSpot Property NameTypeField TypeHas Unique Value
Lago Invoice Idstringtexttrue
Lago Invoice Numberstringtextfalse
Lago Invoice Issuing Datedatedatefalse
Lago Invoice Payment Due Datedatedatefalse
Lago Invoice Payment Overdueboolbooleancheckboxfalse
Lago Invoice Typestringtextfalse
Lago Invoice Statusstringtextfalse
Lago Invoice Payment Statusstringtextfalse
Lago Invoice Currencystringtextfalse
Lago Invoice Total Amountnumbernumberfalse
Lago Invoice Subtotal Excluding Taxesnumbernumberfalse
Lago Invoice File URLstringfilefalse
Lago Invoice Linkstringfilefalse

Sync data from Lago to HubSpot

Sync customers to HubSpot

When you create or update a customer in Lago, the information is synced in real time to your HubSpot account. Please note the following:

  • If customer.customer_type in Lago is company, the data is synced as a HubSpot Company record.
  • If customer.customer_type in Lago is individual, the data is synced as a HubSpot Contact record.
  • If customer.customer_type is undefined, the data is synced using the default Customer Object set at the connection level.

Customer syncs from Lago to HubSpot

Example of a Company created by Lago

You can instruct Lago to automatically create a new Company or Contact in your HubSpot account, or link an existing one by pasting a HubSpot ID into the corresponding Lago customer record.

Sync subscriptions to HubSpot

Whenever a Lago customer is linked to a HubSpot Contact or Company, Lago Subscriptions are automatically synced in real-time with the LagoSubscriptions object in HubSpot. The subscription record is then automatically associated with the corresponding Contact or Company in HubSpot.

Sync invoices to HubSpot

Whenever a Lago customer is linked to a HubSpot Contact or Company, Lago Invoices are automatically synced in real-time with the LagoInvoices object in HubSpot. The invoice record is then automatically associated with the corresponding Contact or Company in HubSpot.