Does it work with a custom deal pipeline?

Yes. Whether a deal is closed or won is taken from HubSpot’s own closed and won flags, not from stage names, so a pipeline with stages you named yourself is read correctly.

Is the value of a won deal treated as revenue?

No. The value of deals won is reported as contract value, by currency, and kept apart from recurring revenue, which comes from your billing tool.

How does a HubSpot contact get matched to a paying customer?

By email first, then by business domain. A free mail domain such as gmail.com never joins two different people into one customer.

HubSpot integration for Founder OS: what it reads and how to connect

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HubSpot integration

The HubSpot connector reads your contacts and deals with read only CRM scopes. Founder OS uses the contacts to recognise the same customer in your billing, product and support tools, and the deals to answer questions about your pipeline.

Connected tools are part of Founder OS, which is on Pro Plus. Idea validation is on every plan, including Free. See every tool Founder OS reads.

What Founder OS reads from HubSpot

Contacts: name, email and lifecycle stage
Deals: name, amount, currency, stage, close date, and whether the deal is closed or won
Which contacts each deal belongs to

What it leaves alone:

Companies, tickets, emails, calls, notes and marketing data
Any contact or deal property beyond the ones listed

How much each sync reads

Each sync reads the CRM again from the start, 100 records a page, up to 10,000 contacts and 10,000 deals

A sync runs when you connect, once a day after that, and whenever you press Sync.

Where the records are used

Customers across tools: a contact in HubSpot and a customer in Stripe count as one, matched by email or business domain
A deal joins a customer through its contacts, when all of them belong to the same customer
Ask and the decision log: deals that are open, deals won in the last 90 days, and the value of those won, by currency

How to connect HubSpot

Press Continue with HubSpot and approve read access in HubSpot’s own screen. No key changes hands, and disconnecting later also ends the access in HubSpot.

Or connect with a key you create:

In HubSpot, create a private app.
Give it these read scopes only: crm.objects.contacts.read and crm.objects.deals.read.
Copy the access token.

HubSpot documents this kind of key in its own guide, and you connect your account under HubSpot’s terms.

Access and security

Approval in HubSpot asks for crm.objects.contacts.read and crm.objects.deals.read. The grant is checked, and one that includes anything other than read access is refused.
A key is a private app token with those same two scopes.

Every request to a connected tool is checked on our server, and anything that is not a read is refused before it leaves. It cannot move money, send a message or change a record. Keys and tokens are encrypted with AES 256 in GCM mode before they are stored, are never shown again, and are kept out of our logs. Disconnecting deletes the key and every record imported from the tool, in one step. For a tool you approved, we also ask the tool to end our access. The security page sets out the rest.

Questions

Does it work with a custom deal pipeline?: Yes. Whether a deal is closed or won is taken from HubSpot’s own closed and won flags, not from stage names, so a pipeline with stages you named yourself is read correctly.
Is the value of a won deal treated as revenue?: No. The value of deals won is reported as contract value, by currency, and kept apart from recurring revenue, which comes from your billing tool.
How does a HubSpot contact get matched to a paying customer?: By email first, then by business domain. A free mail domain such as gmail.com never joins two different people into one customer.

An example of Founder OS reading four connected tools, Stripe, Razorpay, HubSpot and Slack, once a day, then working out monthly recurring revenue, churn and the customer count from the billing records by fixed formulas, each figure labelled Calculated.

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Comparisons

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Guides

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Trust & docs

Research methodology About the team Product changelog Plans and trial limits

Connect HubSpot to Founder OS

Founder OS reads the tools your company runs on and keeps your figures, notes and decisions in one place. It is part of Pro Plus.

See Founder OS