HubSpot Integration
Keep HubSpot as your single source of truth for legal referrals. Send and receive referrals between firms, track outcomes in real time, and sync contacts, deals, and documents — all without leaving your CRM.
Key Features
Two-way contact sync
Import HubSpot contacts into VerdictFlow and export referred leads back with all case details.
Automatic deal creation
Create deals in your configured pipeline when referrals are accepted, linked to the contact.
Case document transfer
Medical records, intake forms, and other files upload to HubSpot automatically on export.
Real-time webhook sync
Status and deal stage changes in HubSpot update VerdictFlow leads instantly via webhooks.
Referral lifecycle tracking
See sent, accepted, retained, and settled statuses with timestamped notes on HubSpot contacts.
Configurable status mapping
Map your existing HubSpot statuses and deal stages to VerdictFlow — no workflow changes needed.
Automatic token refresh
OAuth tokens refresh automatically so your connection stays active without manual intervention.
Custom property syncing
VerdictFlow creates custom contact and deal properties for referral tracking during setup.
Getting Started
Connect your HubSpot account
Authorize VerdictFlow via OAuth from Settings. VerdictFlow creates custom tracking properties in your portal automatically.
Configure your sync settings
Choose a tracking method (statuses, deals, or both), map your HubSpot values to VerdictFlow statuses, and configure export settings.
Import and start syncing
Import existing contacts from HubSpot, then work in your CRM as usual. VerdictFlow handles referral routing and status updates automatically.
Frequently Asked Questions
What VerdictFlow plan do I need?
The HubSpot integration is available on the Pro ($99/user/month) and Enterprise ($999/month flat) plans. A 14-day free trial of Pro is available so you can test the integration before committing.
What HubSpot plans are supported?
VerdictFlow works with all HubSpot CRM plans, including the free CRM. You need admin access to your HubSpot account to authorize the OAuth connection.
How does the sync work?
Contact and deal changes in HubSpot are captured via webhooks and reflected in VerdictFlow in real time. When referrals are accepted or status changes occur in VerdictFlow, updates are pushed to HubSpot immediately. Bulk imports may take a few minutes depending on the number of contacts.
Will it change my existing HubSpot setup?
VerdictFlow adds custom properties (prefixed with "verdictflow_") to your contacts and deals for referral tracking. It does not modify your existing properties, pipelines, or workflows. You map VerdictFlow to your existing statuses and stages during setup.
Can I disconnect at any time?
Yes. You can disconnect HubSpot from Settings → Integrations at any time. Your data in both systems is preserved — disconnecting simply stops the sync. You can reconnect later without losing your configuration.