CRM & Sales Integration

CMap + HubSpot

From won pipeline to live project, without re-keying.
Deals at your trigger stage become CMap projects automatically.
Commercial updates flow back, so sales always sees the latest numbers.

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What syncs

What the integrations does

Deals in. Fields in sync. Numbers back.

When a deal reaches the stage you choose, everything delivery needs is created in CMap automatically, and the commercial picture flows back to HubSpot.

CMap

→

HubSpot

CMap

↔

HubSpot

→

CMap

Deal-triggered project creation

When a deal reaches the trigger stage you choose per pipeline, its company, contact and pipeline project are created in CMap, ready for fee estimating and resourcing.

CMap

↔

HubSpot

→

CMap

→

HubSpot

Two-way field sync

Office, sector, project type and dates, plus your custom fields, stay in sync in both directions across companies, contacts and deals.

CMap

↔

HubSpot

→

CMap

→

HubSpot

Commercial feedback loop

Fee estimate totals update the deal amount automatically, and winning or losing the project in CMap closes the deal as won or lost in HubSpot.

Why it matters

One pipeline. One set of numbers.

Sales runs in HubSpot; delivery runs in CMap. This integration keeps them in lockstep, automatically.

One source of truth

Sales works in HubSpot, delivery works in CMap, and both see the same, current data.

No duplicate entry

Companies, contacts and projects are created once, in the right place, automatically. Nobody re-keys a record that already exists.

Live deal values

Deal amounts in HubSpot always reflect the latest fee estimate built in CMap, so forecasts rest on real numbers.

Built-in control

A dedicated connector portal gives you sync dashboards, field mapping and error logs, so you can see what moved and fix anything that did not.

getting set up

Up and running during implementation.

Setup happens during your CMap implementation, with full support from your CMap Consultant. It is a simple process, and then it just runs. Deals at your trigger stage become CMap projects, and commercial updates flow back to HubSpot automatically.

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Align your fields

Agree a dedicated set of fields between the two systems with your CMap Consultant during implementation.

Connect HubSpot

Link your HubSpot account through the integration portal, choose your pipelines and trigger stage, and map your fields.

Manage from the portal

Run day to day from the connector portal, with a sync dashboard, error log and self-service field mappings.

Frequently asked questions

When does a project get created in CMap?

When a deal reaches the trigger stage you choose per pipeline. At that point the deal's company, contact and pipeline project are created in CMap automatically, ready for fee estimating and resourcing.

How are records matched between CMap and HubSpot?

Records are linked by system IDs in both directions, not by fragile text matching. Updates from CMap push to HubSpot instantly via webhooks, and HubSpot changes sync to CMap as deals are updated.

Do I need third-party middleware?

No. The integration connects CMap and HubSpot directly, with no third-party middleware to license.

Who builds and supports the integration?

It is a core CMap integration: built, supported and maintained by CMap. Setup happens during implementation, with full support from your CMap Consultant.

Which CMap editions include the HubSpot integration?

Both. The HubSpot integration is a core integration on the CMap Consulting and CMap AEC editions. If you are not sure which edition you are on, speak to your CMap Consultant or Account Manager.

integrations

CMap, embedded in your wider tech stack

HubSpot is one of CMap's CRM integrations, a core integration built and supported by CMap, alongside the accounting and collaboration tools your business already runs on.

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