CRM integration

HubSpot

Two-way sync

HubSpot is the most common system of record we connect to, and we treat it that way: when you connect HubSpot, it stays the source of truth for your pipeline, and the Natively CRM shows a synced mirror alongside it.

On the read side, Natively pulls contacts, companies, deals, pipelines and stages, and activity history so your use cases work from the same account picture your team already has. On the write side, Natively-originated deals, contacts, stage moves, and logged activities flow back to HubSpot, and HubSpot's own pipeline stages map to Natively's funnel stages through a mapping UI you control.

Nothing writes back until a human has approved the action that produced it, and every write is recorded to an audit trail so you can see exactly what changed and why.

What syncs

Item
Detail
Contacts
Read from HubSpot; Natively-originated contacts written back on approval.
Companies
Read from HubSpot for account context.
Deals & pipelines
Read deal records and pipeline configuration; Natively-originated deals and stage moves written back on approval.
Pipeline stages
HubSpot's real stage configuration maps to Natively's funnel stages in a mapping UI.
Activities
Logged activities (calls, notes, sequence steps) written back to the HubSpot timeline.

Use cases it powers

CRM enrichment

Keeps the synced records verified and current, with provenance on every enriched field, while HubSpot stays the system of record.

Cold outreach campaigns

Outreach runs against the live pipeline, and every approved step is logged back to the record.

ICP & targeting strategy

Deal and pipeline history feeds targeting and reporting without a separate export.

How every integration is built

  • A human approves every agent action before it touches your systems.
  • Every integration action is written to an audit log.
  • No integration ever sends email or messages on your behalf.
  • Your data stays in your single-tenant instance. Disconnecting stops new reads.
How the platform works

Frequently asked questions

Does connecting HubSpot make HubSpot or Natively the system of record?

HubSpot stays the system of record. The Natively CRM shows a synced mirror of your HubSpot data; it does not replace HubSpot as the place your pipeline lives.

Does Natively write to HubSpot without my approval?

No. Every Natively-originated action (a deal, a contact, a stage move, a logged activity) passes a human approval step before it writes back to HubSpot, and every write is recorded to an audit trail.

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