When you connect HubSpot to Pilea using OAuth, support tickets, sales emails, notes, and customer records sync automatically. Pilea structures the feedback into backlog items and uses customer data to power the revenue signal in your priority scores.

Note: Pilea requests both required and optional scopes to access the full range of data. Required scopes include account access permissions; optional scopes unlock companies, contacts, deals, tickets, and email data.

Once connected, Pilea syncs the following data automatically:

Support tickets - Every support conversation is scanned for product feedback. Bug reports, feature requests, and pain points flow into Pilea.

Sales emails - Incoming emails tied to company records are pulled in. Your sales team's objections, feature mentions, and we'd love this if only... comments are captured.

Sales notes and meetings - Notes and meeting records linked to companies are imported. You capture relationship-building context and customer input all in one place.

Customer list - Companies and contacts sync so feedback is linked to actual customer data. This means you can prioritize based on account value, segment, or lifecycle stage.

Deals - Deal amounts and stages are synced for revenue impact scoring. Pilea uses deal values to weight feedback from high-value accounts.

Tags - HubSpot company and contact tags are imported automatically, making it easy to segment and filter feedback.

ℹ️ Note: The sync runs continuously. New tickets, emails, and notes are picked up automatically. You can also trigger a manual sync by clicking the refresh icon next to the HubSpot integration on the Integrations page.

Integrations are connected at the organization level, but each workspace controls whether it syncs data from HubSpot. Toggle the sync switch next to the integration to enable or disable it for the current workspace.

Click the refresh icon next to HubSpot on the Integrations page. You'll see a notification showing how many items were imported.

Click the settings icon next to HubSpot to open the configuration dialog. Here you can view connection details and manage workspace-specific settings.

Authorization failed error
Make sure you have admin permissions in HubSpot. Try disconnecting and reconnecting from the Integrations page.

No data appearing after connecting
Pilea needs a few minutes to complete the initial sync. If nothing appears after 15 minutes, try triggering a manual sync from the Integrations page. If the problem persists, verify that your HubSpot account has tickets, emails, or notes to sync.

Tags not appearing
Tags from HubSpot are imported automatically when you first connect. If new tags were added in HubSpot after the initial connection, they'll be picked up on the next sync.

Priority scores showing 0 for revenue impact
Make sure your HubSpot deals have amounts populated and are linked to companies. Pilea uses deal values for the revenue impact signal. Deals without amounts or companies without linked deals won't affect scoring.

If none of these solve the issue, contact us via the chat bubble in the bottom right. Include your workspace name and a description of what you're seeing.