HubSpot

Connect HubSpot so campaign recipients become HubSpot contacts and their viewing shows up as notes and contact properties.

Available on: Pro

Before you start

A HubSpot account.
A Zidi account on the Pro plan. A paid seat on a Pro team also counts.

Who can connect

Any Zidi user on Pro can connect HubSpot from their own account. Each connection belongs to one Zidi user, so each teammate who wants their campaigns in HubSpot connects separately.

HubSpot decides who may approve a new app. If HubSpot refuses on its own screen, ask a HubSpot Super Admin, or a user with the App Marketplace Access permission, to connect.

Connect HubSpot

In the sidebar, click Integrations.
Click the HubSpot card.
Click Connect HubSpot. HubSpot opens.
Choose the HubSpot account to connect and approve the requested access.
HubSpot sends you back to the Integrations page with the message "HubSpot connected successfully!", and the HubSpot card shows Connected.

Open the HubSpot card to see your Portal ID and a Synced records count. Zidi renews its access automatically, so you connect once.

What access Zidi asks for

Permission	Why
`oauth`	Basic identity; HubSpot adds it to every app
`crm.objects.contacts.read`	Find contacts by email
`crm.objects.contacts.write`	Create and update contacts, add notes
`crm.schemas.contacts.write`	Create the five Zidi contact properties

Zidi does not ask for access to deals.

What syncs

At campaign launch: each recipient is found by email or created as a contact. Zidi writes their first name, last name and company from your list, fills the Zidi Personalized URL property, and adds a note starting "Zidi Campaign:" with their personal link.
While a recipient watches: at most two notes, "opened" and "completed". There is no separate note at 50% or 80%.
Tracked share links: one note per view, created at 50% and updated at 80% and 100%. Viewers who are not already HubSpot contacts are skipped.

How CRM sync works explains the timing and the exact note text.

The five Zidi contact properties

HubSpot is the CRM where Zidi keeps real fields up to date. Zidi creates these properties the first time it pushes a campaign:

Label	Internal name	Updated
Zidi Personalized URL	`zidi_personalized_url`	At launch
Zidi Video Opened	`zidi_video_opened`	Each engagement sync
Zidi Watch Percent	`zidi_watch_percent`	Each engagement sync
Zidi CTA Clicked	`zidi_cta_clicked`	Each engagement sync
Zidi Last Viewed At	`zidi_last_viewed_at`	Each engagement sync

Engagement syncs run about a minute after a campaign recipient stops watching, so these values update even for a partial watch. Zidi Watch Percent holds the highest percentage watched. These properties come from campaigns only. Tracked share links add notes but do not change them.

You can build HubSpot workflows on these properties. For example: follow up when Zidi Watch Percent is above 50 and Zidi CTA Clicked is No.

Where to find it in HubSpot

Open a contact. Zidi's notes are on the contact's activity timeline. To see the properties, search the contact's properties for "zidi".

Disconnect

In the sidebar, click Integrations, then the HubSpot card.
Click Disconnect HubSpot.

There is no confirmation step. Zidi disconnects at once and shows "HubSpot disconnected". Zidi also asks HubSpot to cancel its access and deletes its stored tokens. Contacts, notes and property values already in HubSpot stay there.

Troubleshooting

A dialog says "Connecting HubSpot to Zidi is a Pro feature." Your plan is Free or Starter. Click Upgrade Plan, then connect again.
"You cancelled the HubSpot connection. Nothing was changed." You closed or declined the HubSpot screen. Click Connect HubSpot again.
HubSpot refuses the connection on its own screen. Ask a HubSpot Super Admin, or a user with the App Marketplace Access permission, to connect.
"CRM integrations need the Pro plan." Zidi checks your plan again when HubSpot sends you back, and you were not on Pro. Upgrade to Pro, then connect again.
"That sign-in link expired or was opened in a different browser session. Please start the connection again." You came back signed in to a different Zidi account, or the return link was incomplete. Sign in to the Zidi account you started from, then click Connect HubSpot again.
"This integration is not available right now. Please contact support." Contact support.
"Could not connect HubSpot. Please try again." Something went wrong on the way back. Try again. If it keeps happening, contact support.
"HubSpot missing required property. Please disconnect and reconnect HubSpot on the Integrations page to grant updated permissions." This appears in Recent Sync Activity or on the campaign page. Click Disconnect HubSpot, then Connect HubSpot, and approve all requested access. If it still appears, a value in your recipient list (for example a name or company) may be rejected by a HubSpot property rule. Check the contact's property settings in HubSpot, or contact support.
The card shows Available again. HubSpot withdrew Zidi's access, for example because the app was uninstalled in HubSpot. Syncing has stopped. Connect again.
A viewer is missing from HubSpot. Engagement and tracked-share notes only go to existing contacts. Check that the email in Zidi matches the HubSpot contact. Only campaign launch creates contacts.

The Recent Sync Activity table on the Integrations page shows each write and any error text.