HubSpot

Connect HubSpot to import CRM contacts as leads and sync CRM meetings into Demo Bookings and your workspace Calendar.

What you get

• Import HubSpot contacts as leads on a chosen Pana event.
• Sync HubSpot CRM meetings into Demo Bookings and the workspace Calendar.
• Read HubSpot owners so meetings and scheduling pages show the correct Hosted by / organizer.
• Update existing leads matched by HubSpot contact ID (email fallback for legacy rows).
• Push local leads back to HubSpot when your workflow creates or updates contacts.
• Optional auto-sync to a default event on a 30-minute schedule.

HubSpot is one connection per workspace. Click Connect and approve access in HubSpot — you do not create your own HubSpot app.

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Before you start

• A HubSpot account with CRM access (for the person who connects).
• At least one event in Pana to attach synced leads to.
• Workspace admin access.

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Connect HubSpot

1. Go to Settings → Integrations.
2. Find HubSpot under CRM.
3. Click Connect.
4. Sign in to HubSpot and approve the requested permissions.
5. Return to Pana when authorization completes.

OAuth scopes

When you connect, HubSpot asks you to approve these scopes:

Scope	What it allows
oauth	Sign in with HubSpot
crm.objects.contacts.read	Import contacts as leads
crm.objects.contacts.write	Push leads to HubSpot
crm.objects.deals.read	Deal metadata
crm.objects.meetings.read	Sync CRM meetings into Calendar + Demo Bookings
crm.objects.meetings.write	Push / update HubSpot CRM meetings from Pana
crm.objects.owners.read	Resolve HubSpot owners so pushed meetings show the correct Hosted by user
scheduler.meetings.meeting-link.read	List Meetings scheduling pages and availability in the demo form

Shared data (Marketplace listing)

The HubSpot listing Shared Data table must include every OAuth object the app requests. Add this row if it is missing:

Object in HubSpot	Data flow	Scope
Owners	Sync From HubSpot	crm.objects.owners.read

Use owners only to resolve Hosted by / scheduling-page organizer names. Pana does not write owners back to HubSpot.

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Sync leads

1. On the HubSpot card, click Sync leads.
2. Select a Pana event.
3. Optionally check Use this event for automatic sync (every 30 min).
4. Click Sync.

Results show how many leads were created and updated. Contacts without an email are skipped.

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Sync meetings

HubSpot CRM meetings sync into Demo Bookings and the workspace Calendar.

Where	What you see
Events → Calendar	HubSpot meetings in orange when HubSpot is connected (opening Calendar also syncs meetings)
Demo Bookings	Rows with source HubSpot; filter by source in the table

Sync meetings manually

1. Make sure HubSpot is connected under Settings → Integrations.
2. Open Demo Bookings.
3. Click ⋮ More → Sync HubSpot meetings.

When a meeting is linked to a HubSpot contact, Pana uses that contact’s name, email, and company on the demo booking.

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Automatic sync

When you enable auto-sync during a lead sync:

• The chosen event is saved as the default sync target.
• Pana syncs HubSpot contacts to that event approximately every 30 minutes.
• The integration card shows which event is used for auto-sync.

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Disconnect

Turn off the toggle on the HubSpot card. Auto-sync stops; existing leads in Pana are kept.

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Troubleshooting

Issue	What to try
No events in the sync dialog	Create an event under Events first.
Contacts skipped	HubSpot contacts need an email address to import.
No HubSpot meetings	Disconnect and reconnect HubSpot, and approve meetings permissions when prompted.
Meetings not in Demo Bookings	Demo Bookings → ⋮ More → Sync HubSpot meetings, or open Events → Calendar.
Sync errors	Reconnect HubSpot and confirm your HubSpot user still has CRM access.