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CRM / Accounting and finance

HubSpot and Pigment integration

Plan how HubSpot and Pigment should share data across your business. Work with Stacksync engineers on record mapping, system access, and the requirements for running the integration.

  • Scope your workflow with an integration engineer
  • Review the systems, records, and updates you need
Integration planning
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Proposed workflow

Reconcile Pigment business records with HubSpot

This is an evaluation scenario; connector and operation support require confirmation.

Starting eventA finance-owned record in Pigment needs operational visibility through Contact or Company.

  1. Select Metrics with the correct legal entity, period, and currency.

  2. Define a reporting relationship in HubSpot; do not equate customer records, ledger accounts, and posted transactions.

  3. Decide whether the process only reports a financial state or requests an approved accounting action, and maintain a separate transaction ID for each action.

What to verifyTotals reconcile within the same entity/currency/window; a repeated handoff creates no duplicate financial transaction.

Review records and field ownership

Proposed record relationships

Records to connect

Use these examples to define record matching and field ownership for your technical review.

Download the mapping worksheet

CSV · No email required

Start with one HubSpot record and the result you want in Pigment: a report, a linked record, or an approved action. The listed record types do not identify a direct match, so define that relationship with your integration team before mapping fields.

Record coverage to review

Use documented coverage where available. Catalog record types are starting points for review and do not confirm Stacksync support.

HubSpot

Read and write support varies by record

Record types covered in the setup guide

Record typeCoverage and requirements
Contact✅ Supported. Confirm field permissions and sync direction.
Company✅ Supported. Confirm field permissions and sync direction.
Deal✅ Supported. Confirm field permissions and sync direction.
View 34 more HubSpot record types
Record typeCoverage and requirements
Line Item✅ Supported. Confirm field permissions and sync direction.
Product✅ Supported. Confirm field permissions and sync direction.
Ticket✅ Supported. Confirm field permissions and sync direction.
Quote✅ Supported. Confirm field permissions and sync direction.
Goal✅ Supported. Confirm field permissions and sync direction.
Owner✅ Supported. Confirm field permissions and sync direction.
Pipeline✅ Supported. Confirm field permissions and sync direction.
Stages✅ Supported. Confirm field permissions and sync direction.
Audit✅ Supported. Confirm field permissions and sync direction.
Subscriptions✅ Supported. Confirm field permissions and sync direction.
HubDB✅ Supported. Confirm field permissions and sync direction.
Forms✅ Supported. Confirm field permissions and sync direction.
Calls✅ Supported. Confirm field permissions and sync direction.
Communications✅ Supported. Confirm field permissions and sync direction.
Emails✅ Supported. Confirm field permissions and sync direction.
Meetings✅ Supported. Confirm field permissions and sync direction.
Notes✅ Supported. Confirm field permissions and sync direction.
Post Mail✅ Supported. Confirm field permissions and sync direction.
Tasks✅ Supported. Confirm field permissions and sync direction.
Marketing Emails✅ Supported. Confirm field permissions and sync direction.
Invoices✅ Supported. Confirm field permissions and sync direction.
Attachments✅ Supported. Confirm field permissions and sync direction.
Custom objects (all)✅ Supported. Confirm field permissions and sync direction.
Associations✅ Supported. Confirm field permissions and sync direction.
Users✅ Supported. Confirm field permissions and sync direction.
Services✅ Supported. Confirm field permissions and sync direction.
Listings✅ Supported. Confirm field permissions and sync direction.
Courses✅ Supported. Confirm field permissions and sync direction.
Appointments✅ Supported. Confirm field permissions and sync direction.
Commerce Payments✅ Supported. Confirm field permissions and sync direction.
Email Events✅ Supported. Confirm field permissions and sync direction.
Property History✅ Supported. Confirm field permissions and sync direction.
Campaigns🕘 Coming soon. Confirm field permissions and sync direction.
Feedback Submissions❌ Not supported. Confirm field permissions and sync direction.

Read the HubSpot connector guide

Pigment

Connection and object support require review

Record types to review with Stacksync

Record typeCoverage and requirements
TablesConfirm support for this record type and the direction you need.
ApplicationsConfirm support for this record type and the direction you need.
MetricsConfirm support for this record type and the direction you need.
View 3 more Pigment record types
Record typeCoverage and requirements
Dimension listsConfirm support for this record type and the direction you need.
ScenariosConfirm support for this record type and the direction you need.
Data importsConfirm support for this record type and the direction you need.

Discuss Pigment requirements

Connection essentials

Confirm Stacksync support and account requirements for undocumented connections. Interface information alone does not establish connector availability.

View setup requirements and limits
Connection requirementHubSpotPigment
Integration interfaceREST API (CRM v3)REST-based import and export API
AuthenticationOAuthConfirm the credentials, API plan, and permissions required for Pigment.
Change detectionRecord updates and association changes need separate validation.Confirm how Stacksync detects changes for this connector and the objects you need.
Read accessAvailable for supported recordsConfirm with Stacksync
Write accessAvailable for supported recordsConfirm with Stacksync

Enterprise controls

Security and control for your integrations

Access and connectivity

Use SSO and SCIM to manage access and secure connection options to reach your systems.

Explore security controls →

Record-level recovery

Inspect sync errors and use retry and revert controls to resolve failed updates.

Read the recovery guide →

Implementation

Technical reference

Review setup, record relationships, testing, and recovery for your implementation.

Authentication, permissions and API limits

Connection requirements and limits

HubSpot
Integration interface
REST API (CRM v3)
Authentication
OAuth (choose HubSpot account and authorize Stacksync); requires a HubSpot 'Super Admin' to grant access; optional "Grant access to sensitive fields" checkbox for sensitive/highly sensitive fields
Change detection
Record updates and association changes need separate validation. Association detection uses full scans unless Associations CDC Boost is configured for an eligible account.
Read access
Available for supported records
Write access
Available for supported records
Setup requirements
  • Have a HubSpot Super Admin authorize Stacksync through the account connection flow.
  • Include association tables when relationships between records are needed. Configure Associations CDC Boost separately when eligible.
Limitations to check
  • Custom objects require an eligible HubSpot plan. Custom id properties that collide with native record IDs are excluded from sync.
  • Associations CDC Boost requires setup and is unavailable on Free and Starter accounts; association timing can differ from ordinary records.
Technical documentation

Documentation reviewed 2026-09-15. Check the linked guides for current account and record requirements.

HubSpot setup guide
Pigment
Integration interface
REST-based import and export API
Authentication
Confirm the credentials, API plan, and permissions required for Pigment.
Change detection
Confirm how Stacksync detects changes for this connector and the objects you need.
Read access
Confirm with Stacksync
Write access
Confirm with Stacksync
Setup requirements
  • Identify the Pigment account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for Pigment, including read/write support, authentication, and initial-load limits.
Limitations to check
  • Confirm Stacksync support for Pigment and the record types your workflow needs.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.

Prepare HubSpot and Pigment access

Set up both accounts before testing the mapping. Use test records where available, and identify the account administrator who can approve access and help resolve setup errors.

HubSpot setup checklist
  • Have a HubSpot Super Admin authorize Stacksync through the account connection flow.
  • Include association tables when relationships between records are needed. Configure Associations CDC Boost separately when eligible.

Setup guides: Authorize HubSpot

Pigment setup checklist
  • Identify the Pigment account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for Pigment, including read/write support, authentication, and initial-load limits.
Prepare to go live

Record the fields each system can update, the first-load cutoff, both record IDs, the expected update delay, and who handles errors. Complete the tests before production before expanding to more records.

Use the HubSpot and Pigment planning worksheet to capture these decisions. Record the access owner in the worksheet and enter credentials only in the connection setup.

Talk to an engineer · Review current pricing

Record identity and field ownership

Use these data-model references to describe the records your connection needs. They are planning examples; connector availability and supported operations must be established before implementation.

Download the mapping worksheet · CSV, no email required

Start with one HubSpot record and the result you want in Pigment: a report, a linked record, or an approved action. The listed record types do not identify a direct match, so define that relationship with your integration team before mapping fields.

Compare integration approaches

Choose a method around one example record and the update your business needs. Define how the HubSpot source record should appear or trigger work in Pigment. Compare ongoing sync, a custom workflow, and a scheduled export against that requirement.

Stacksync managed sync

Best fit
Review compatibility with a Stacksync engineer using an example of the records and updates you need.
Operating responsibility
Fits ongoing record synchronization when the required operations are supported. Add workflow steps for approvals or business actions that go beyond copying fields.
Before you choose
Provide your table or object schemas and one example update; confirm the supported keys, fields, and direction.

Native vendor integration

Best fit
A vendor-built integration may fit if it supports your HubSpot and Pigment record types.
Operating responsibility
Can reduce setup for a supported workflow. You may need another method for records or business steps it does not cover.
Before you choose
First check whether either vendor offers this integration. If available, verify your record types, update direction, account tier, and related-record handling.

Custom API or workflow

Best fit
Consider when HubSpot and Pigment need a transformation, approval, or action outside a direct record sync.
Operating responsibility
Provides control over business steps; the team owns credentials, version changes, error queues, and reconciliation.
Before you choose
Verify endpoint permissions, pagination, quotas, duplicate detection, and failure recovery. Separate reading history from actions that send messages, grant access, or post transactions.

File or scheduled snapshot

Best fit
Consider for a one-time HubSpot / Pigment migration or a reporting need with an explicit freshness window.
Operating responsibility
Can simplify a bounded transfer; later changes and deletion history require another extraction or a separately designed incremental process.
Before you choose
Record the extraction cutoff, source IDs, encoding, date/number formats, and reconciliation totals.

Workflow scenarios and expected results

Reconcile Pigment business records with HubSpot

Starting event: A finance-owned record in Pigment needs operational visibility through Contact or Company.

  1. Select Metrics with the correct legal entity, period, and currency.
  2. Define a reporting relationship in HubSpot; do not equate customer records, ledger accounts, and posted transactions.
  3. Decide whether the process only reports a financial state or requests an approved accounting action, and maintain a separate transaction ID for each action.

Expected result: Totals reconcile within the same entity/currency/window; a repeated handoff creates no duplicate financial transaction.

If it fails: Verify posting and settlement state before retrying. Use the approved adjustment path for already-posted transactions.

Initial load and acceptance testing

Keep both record IDs with the expected and actual result. Reconcile the same filters and time window in each system.

Direction and permissions

Test case

Bring an example source record and the intended destination operation to the compatibility review. Confirm the supported route before granting write access.

Expected result

Only an approved, supported direction and permitted fields are written.

Freshness and reconciliation

Test case

Measure source and destination times for the selected records under normal load and a burst. Reconcile IDs and values using the same filters and cutoff.

Expected result

The process meets its agreed freshness target and reconciliation has no unexplained differences.

Failed updates, retries and recovery

Start with the failed record and the destination error, then inspect the source value, field requirements, and access.

A record type or update is unavailable

Investigate

Check the HubSpot and Pigment connector guides, account permissions, and any operations marked On Request.

Next action

Ask the integration team to confirm a supported way to handle that record. Verify whether it needs connector configuration or a separate workflow step.

Source and destination disagree after a retry

Investigate

Compare current source values, destination validation, identity mappings, and any side effects already completed.

Next action

Stacksync issue retry reads the current source state. Decide the intended state before retrying or reverting; reconcile downstream effects separately.

Read the Stacksync issues dashboard guide for retry and revert behavior.

Change detection and update delivery

How updates move between HubSpot and Pigment

See how each system detects changes and which updates the other system can receive. Each direction has its own permissions and record requirements.

HubSpot Pigment Direction requires confirmation

Detect changesRecord updates and association changes need separate validation. Association detection uses full scans unless Associations CDC Boost is configured for an eligible account.

Apply updatesConfirm that Stacksync can create or update the records you need in Pigment.

Pigment HubSpot Direction requires confirmation

Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.

Apply updatesConfirm that Stacksync can create or update the records you need in HubSpot.

Update timing and record limits
  • Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.
  • Associations CDC Boost requires setup and is unavailable on Free and Starter accounts; association timing can differ from ordinary records.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.
FAQ

HubSpot and Pigment integration FAQ

Next step

Plan your integration with an engineer

Walk through your HubSpot and Pigment records, field mappings, and requirements with an integration engineer.