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CRM & data syncGlobal

HubSpot + Pabau

Two-way sync between your clinic and your marketing CRM.

Keep Pabau and HubSpot telling the same story. Clients sync with HubSpot contacts in both directions, leads become deals in your pipeline, and appointments, sales and payments appear on the contact's HubSpot timeline — so marketing sees real clinic activity, not a stale export.

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HubSpot logo
  • Two-way client ↔ contact sync
  • Leads become deals with stage mapping
  • Appointments, sales & payments on the timeline
How it works

Up and running in three steps

1

Authorise your HubSpot portal

Connect from Pabau's Data Sync setup with HubSpot's own secure sign-in — one click, no API keys, tokens stored server-side.

2

Choose triggers and mappings

Pick which events sync (client updates, leads, bookings, sales, payments), map fields — including your custom fields — and set the conflict rules.

3

Let both systems stay current

Changes flow as they happen, in both directions for contacts, with every delivery visible in a sync log.

What you can do

Everything the integration handles

Two-way contact sync

Pabau clients and HubSpot contacts stay aligned in both directions, with per-object direction controls and conflict resolution.

Leads → deals, stages mapped

Pabau leads sync as HubSpot deals, with your Pabau pipeline stages mapped to your HubSpot deal stages.

Appointments on the timeline

Bookings sync to HubSpot's native appointments object — created, updated and cancelled — associated with the right contact.

Sales & payments as notes

Invoices and payments can be logged as timeline notes on the synced contact, giving marketing revenue context.

Field mapping incl. custom fields

Map standard and custom Pabau fields to HubSpot properties, and link existing records with a guided matching wizard.

Safety switches & sync log

Inbound-create protection for large marketing portals, echo suppression, retries, and a delivery-by-delivery sync log with export.

Marketing that knows who actually showed up

Campaign tools are only as good as their data. With bookings, sales and payments on the HubSpot timeline, your lifecycle emails and reports run on real clinic behaviour.

  • Segment on real visit and spend activity
  • Deals move stages as leads progress in Pabau
  • No more CSV exports and list imports
  • New enquiries flow into the clinic instantly

Two systems, one truth

Bidirectional sync with explicit conflict rules means the front desk and the marketing team stop overwriting each other — and every delivery is logged if you ever need to check.

  • Choose which system wins on conflict
  • Per-object direction control (out, in, or both)
  • Full sync log with statuses and payloads
  • Guided linking for records that already exist in both
FAQs

Frequently asked questions

How does the connection work?

You authorise your HubSpot portal from Pabau's Data Sync setup using HubSpot's own secure sign-in. Tokens are stored server-side; no API keys are handled by your team.

What syncs between the two systems?

Clients ↔ contacts (two-way), leads → deals with pipeline stage mapping, bookings → HubSpot appointments, and optionally invoices and payments as timeline notes.

Can I control what gets created automatically?

Yes. Safety switches control whether HubSpot-side contacts can create new Pabau clients (off by default) and whether updates for never-synced records create them — plus per-object sync directions.

Does it handle custom fields?

Yes — Pabau custom fields can be mapped to HubSpot properties on contacts and appointments, alongside the standard field set.

See HubSpot + Pabau in action

Join thousands of clinics running bookings, records, billing and marketing on Pabau — with HubSpot connected.

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