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How to connect LeadTruffle to HubSpot

Understand what data syncs with Hubspot from LeadTruffle and how to configure optional features like deal creation and owner assignment.

Bryan Shankman avatar
Written by Bryan Shankman
Updated over 4 weeks ago

Overview

This article explains how LeadTruffle integrates with Hubspot, detailing the data synchronization process, required API scopes, and optional settings you can configure.

Setting Up The Integration

Step 1: Create your HubSpot API Key

HubSpot now uses Private Apps instead of legacy API keys. Here’s how to set one up:

1. Create a Private App

  • Log in at app.hubspot.com

  • Go to Settings > Integrations > Private Apps

  • Click “Create private app”, name it (e.g. “LeadTruffle”), then click Next

2. Set Permissions
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To use this integration, your Hubspot Private App or OAuth App must include the following scopes:

Feature

Required Scopes

Contact Sync

crm.objects.contacts.read, crm.objects.contacts.write

Note Creation

crm.objects.notes.write

Deal Management

crm.objects.deals.write (optional)

Owner Assignment

crm.objects.owners.read (optional)

You only need deals and owners scopes if you use those features.
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3. Get Your API Token

• Click Create app

• Copy the token shown—this is your API key (it won’t be shown again)
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Step 2: Submit your HubSpot API Key

  1. Head to External CRMs in LeadTruffle

  2. Paste your API Key

  3. Optionally select a Default Contact and / or Deal Owner
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What Data is Synced to Hubspot?

1. Contact Creation/Update

LeadTruffle always creates or updates a Hubspot contact for each new lead.

  • Synced fields:

    • First Name

    • Last Name

    • Email

    • Phone Number

    • Address (combined from street, city, state, zip)

    • Lead Source (set to “Leadtruffle”)

    • Lead Status (set to “NEW”)

2. Note Creation

A note is added to the contact timeline summarizing the lead and linking to the LeadTruffle conversation.

  • Note includes:

  • Contact Reason (determined by AI)

  • Direct URL to the conversation in LeadTruffle

3. Deal Creation (Optional)

If enabled, a new deal is created for each contact.

  • Deal fields:

  • Name: “Lead from [Contact Name]”

  • Description: Raw lead submission data

  • Deal Stage: “appointmentscheduled” (default)

4. Owner Assignment (Optional)

If configured, contacts and deals can be assigned to a Hubspot owner.

  • Owner assignment:

  • Assigned to contact

  • Also assigned to deal (if deal creation is enabled)

Optional Features and Customization

LeadTruffle’s Hubspot integration is modular:

  • Deal Creation: Enable/disable from the Hubspot config modal in-app.

  • Owner Assignment: Optional. If left unset, contacts and deals are unassigned. Requires owner scope to populate the owner list.

This design helps you tailor the integration to your business needs and minimizes unnecessary data access.

Need help? Contact us at [email protected] or message the team via the Intercom chat on this article or in-app.

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