Use this article to quickly evaluate what is and isn’t supported when syncing HubSpot data with Pitchly. This includes which objects and field types can be used and how permissions are enforced.
Capabilities Overview
Setting | Supported |
Record Sync | ✔️ |
Choice Sync | ✔️ |
Bi-Directional Sync | ✔️ |
Source System Setup Required | ❌ |
Standard Objects | ✔️ |
Custom Objects | ❌ |
Multi-Select Fields | ❌ |
Image Fields | ❌ |
Filter Support in Pitchly | ✔️ |
Pitchly Widget Available | ✔️ |
Connection Info
Setting | Value |
Sync Direction | HubSpot ⇄ Pitchly |
Authentication Type | OAuth 2.0 (Authorization Code Grant) |
Object Access | Controlled by authenticated HubSpot user |
Field Access | Controlled by authenticated HubSpot user |
Privacy & Permissions
Pitchly uses OAuth 2.0 Authorization Code Grant to connect with HubSpot. The integration authenticates using a HubSpot user account, and all data access is governed by that user’s:
CRM object permissions
Property (field-level) access
User-level scoping defined by HubSpot’s access model
You can view the Pitchly app’s granted permissions in your HubSpot App Marketplace settings, but you cannot modify or restrict those permissions. Access to specific records and fields is instead governed by the authenticated user's assigned role and visibility inside HubSpot.
Objects
Pitchly supports syncing the following standard objects from HubSpot:
Companies
Contacts
Deals
Owners
Deal Stages
NOTE: Custom objects are not supported in HubSpot integrations. Each standard object you wish to sync requires a separate automation.
Field Types
Supported Field Types:
Calculation
Date & Time Picker
Date Picker
Dropdown Select
File
HubSpot User (single)
Multi-line Text
Number (currency)
Number (formatted)
Number (percentage)
Number (unformatted)
Phone Number
Property Sync
Radio Select
Rich Text
Rollup
Single Checkbox
Single-line Text
URL
Unsupported Field Types:
Files
HubSpot User (multi)
Multiple Checkbox
Score