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 communicate, including what data is shared, how contacts are handled, and how updates flow between both systems.

5.1 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.

5.2 Contact Properties (Important Update)

Master Inbox now pulls HubSpot contact properties dynamically instead of using fixed fields.

This means:

More HubSpot fields are supported
Your existing HubSpot custom properties can be used
Future HubSpot changes won’t break the integration

This makes the integration future-proof and much more flexible for evolving CRM setups.

5.3 Check Contacts Only Mode

You will see a toggle called:

Check Contacts Only (No data sent to HubSpot)

When enabled:

• MasterInbox only verifies existing HubSpot contacts

• No updates or new data will be pushed into HubSpot

• Useful for testing or read-only verification setups

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

5.4 Labels → CRM Behavior Mapping (Legacy Concept Simplified)

In earlier versions, labels were used to represent events like opens or clicks.

Now, labels are used more intelligently as workflow signals inside HubSpot.

You can map MasterInbox labels to CRM actions such as:

• New lead

• In progress

• Open deal

• Qualified contact

• Attendee / engaged prospect

Instead of tracking activity manually, this system helps automatically reflect sales stage movement inside HubSpot.

5.5 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