HubSpot Integration

1. Open HubSpot Integration

In MasterInbox, navigate to Settings → Integrations → HubSpot

2. Choose Connection Type

You will see two options:

• Create a new HubSpot account

• Sign in to your existing HubSpot account

Select the option that applies to you.

3. Select Your HubSpot Account

After choosing Sign in to your HubSpot account, you will be redirected to HubSpot to authenticate.

Once you sign in, you will see a screen to select an account.

You may see one or more HubSpot accounts listed (for example: Marsha and Books).

Select the correct account you want to connect with MasterInbox.

Then click Choose Account to continue.

HubSpot Sync Settings Screen

After successful connection, you’ll be redirected to the HubSpot Sync Settings inside MasterInbox.

This is where you control how Master Inbox and HubSpot sync, including what data is shared, how contacts are handled, and how updates flow between both systems.

Channel Selection

Choose which channels should be associated with HubSpot syncing.

For example:

• Gmail

• Linkedin

You can select:

• All channels or

• Specific channels depending on your workflow

This determines what activity gets reflected back into HubSpot contact records.

Contact Properties

Choose which HubSpot contact properties should sync with MasterInbox.

You can select the specific contact properties you want to use during synchronization, allowing you to control exactly what information is shared between both platforms.

Only the selected contact properties will be available for field mapping later in the setup.

What this is used for:

This mode is mainly for teams who want to:

• Validate contact matching

• Avoid accidental CRM updates

• Test integration before going live

Default Meeting Link

If your HubSpot account has meeting links configured, you can choose a Default Meeting Link from the dropdown.

This meeting link is used by Reply Agents when suggesting available meeting times and booking meetings with prospects.

Choose the meeting link that should be used by default for this integration.

Labels → CRM Behavior Mapping

Map MasterInbox labels to HubSpot actions/deal stages.

Choose a label from your workspace and select the corresponding HubSpot action or deal stage that should be triggered when the label is applied.

For example:

• Meeting Booked → Appointment Scheduled

• Qualified → Qualified Lead

• Payment Due → Payment Pending

This helps keep your HubSpot pipeline automatically updated based on conversation activity inside MasterInbox.

Field Mapping

Field Mapping lets you synchronize data between MasterInbox and HubSpot.

Auto-Sync Fields

Available options include:

• Auto-sync Fields: MasterInbox → HubSpot

• Auto-sync Fields: HubSpot → MasterInbox

Enable one or both options depending on the direction you want your data to sync.

MasterInbox Field Mapping

Choose which MasterInbox fields should map to your HubSpot contact properties.

Only the HubSpot contact properties selected earlier in the setup will be available for mapping.

This allows you to keep prospect information consistent across both platforms.

Static Value Mapping

You can also assign fixed values to HubSpot contact properties.

Click Add Mapping, enter the value you want to send, and select the HubSpot property that should always receive that value during synchronization.

This is useful for automatically assigning values such as lead source, campaign type, or internal classifications.

Map these fields to the corresponding HubSpot contact properties to keep your contact information synchronized across both platforms.

Static Value Mapping

In addition to field mapping, you can configure Static Value Mapping.

Static Value Mapping sends a fixed value to a selected HubSpot contact property every time a prospect is synchronized.

To create a mapping:

1. Click Add Mapping.

2. Enter the static value you want to send.

3. Select the HubSpot contact property that should receive the value.

4. Save the mapping.

This is useful for automatically assigning values such as lead source, campaign type, workspace name, or other standardized information to every synced contact.

Note: Only the HubSpot contact properties selected in the Contact Properties section are available for field mapping and static value mapping.

Sync Only Selected Lead Labels

To sync selected types of leads, such as positive replies, open Settings → Integrations → HubSpot and configure the Labels → CRM Behavior Mapping section.

1. Choose the MasterInbox label you want to sync, such as Positive or Interested.

2. Map the label to the appropriate HubSpot Lead Status or Lifecycle Stage.

3. Make sure the relevant channels are selected.

4. Save the integration settings.

When a prospect receives a mapped label, MasterInbox syncs the contact and its conversation to HubSpot with the configured properties. The label mapping does not automatically backfill earlier leads. To push an existing prospect, open its details and use Add to HubSpot.

Overwrite Existing HubSpot Values

In Field Mapping, use the Overwrite setting to control what happens when HubSpot already contains a value.

• On: MasterInbox replaces the existing HubSpot value with the mapped MasterInbox value.

• Off: MasterInbox fills the HubSpot property only when that property is empty.

The Overwrite switch becomes available when you select a HubSpot field for the mapping. It is enabled by default for configured mappings. Review this setting before syncing fields that your team also edits directly in HubSpot.

Unsaved Changes

If you leave the HubSpot settings page without saving, MasterInbox warns that your changes have not been saved. Choose Save changes to keep the configuration or Cancel to remain on the page. Refreshing or closing the browser tab uses the browser warning.

Save Configuration

Once everything is configured, click: Save

HubSpot Tab in Prospect Details

You can manage HubSpot directly from any prospect inside your inbox.

How to access it:

1. Go to your Inbox

2. Open any prospect

3. Click the three dots (⋯) - Prospect Details

   

4. Go to the HubSpot tab

5. Click Add to HubSpot

What happens when you do this:

• The prospect is created or linked in HubSpot

• Contact data is synced based on your integration settings

• You can then manage and update the contact directly from MasterInbox