Zentrik + HubSpot

• A HubSpot user with permission to install apps and read companies, contacts, deals, and owners.
• A Zentrik workspace admin who can open Settings → Integrations.
• Agreement on which HubSpot company properties should become Zentrik account fields (lifecycle stage, employee count, country, and any custom ARR or MRR property).

1. Sign in to Zentrik.
2. Open Settings → Integrations and select HubSpot.
3. Choose Connect and pick the HubSpot account (portal) to authorize.
4. Approve the requested read scopes and return to Zentrik.

Zentrik stores the portal identity with the connection. Reconnecting with a different portal is refused so linked companies always resolve against the portal that created them.

Open the HubSpot integration settings and choose which company properties feed each Zentrik account field. Employee counts are banded into Zentrik company sizes automatically, and HubSpot lifecycle stages map to Zentrik stages through an editable table (for example customer → Active).

Only map ARR or MRR to a property that holds what the company pays you. HubSpot's annualrevenue is the company's own revenue, not your contract value, so it should stay out of the ARR mapping.

Save the mapping as a reusable profile so saved imports can snapshot it.

From Accounts → Import → HubSpot companies, Zentrik compares HubSpot companies with existing accounts by domain, website, and name. Link high-confidence matches, resolve ambiguous ones, and create missing accounts in one approval step.

Each linked company keeps a durable source identity on the account, so later syncs refresh the same record instead of creating duplicates.

Zentrik ranks and filters product demand by the revenue behind the accounts asking for it, so the most important thing a CRM connection does is fill that number in.

By default Zentrik derives account revenue from deals in two tiers. A customer's revenue is the recurring value of its closed-won deals (deal ARR, or MRR x 12). An account with nothing won is a prospect, and its revenue is the recurring value of its open deals weighted by pipeline stage probability, so a repeated need from three accounts still in evaluation ranks on what is actually being sold rather than at zero. Pipeline never adds on top of booked revenue. Zentrik never sums a deal's amount, because amount is booking value and may be one-time or multi-year; summing it would overstate ARR. HubSpot only fills deal ARR/MRR when the portal runs revenue analytics, so if yours does not, map an ARR property on the company instead and switch the revenue source to Use the mapped company property.

Derived revenue respects the update mode: on Fill blanks only it never replaces a value someone already set. Every run reports how many accounts ended with revenue, including zero, so a connection that cannot produce it tells you rather than failing quietly.

The account sync refreshes every linked company: owner, lifecycle stage, the selected snapshot properties, and all deals with pipeline, stage, stage probability, amount, currency, close date, and owner. Deals removed in HubSpot are archived, not deleted, so history stays explainable.

Open the account page to see the HubSpot context, the deal list, and a Refresh from HubSpot action for one account. Contact sync is on by default and can be turned off per connection.

When deals carry line items, each line's product is matched to a Zentrik product (by SKU, HubSpot product id, or name, through the product's source aliases) and its recurring value lands on that product's link, so demand for one product ranks on the revenue behind that product. Lines Zentrik cannot match are listed on the run receipt; add a product alias once and every later sync places them.

Insights, opportunities, and ideas show a commercial exposure block next to Linked ARR: open pipeline, stage-weighted pipeline, closed-won revenue, and the accounts behind each figure with their owner and lifecycle stage. A deal shared by several linked companies is counted once, and totals only combine amounts in the dominant deal currency.