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# What Nuvia syncs with HubSpot and when

A map of what goes from Nuvia to HubSpot, what comes in, what triggers each send, and how long the data takes to appear on the other side.

Available on

Platform > Integrations > HubSpot

Who can do it

Admin

Updated on October 2, 2026

[HubSpot](https://nuvia.ai/en/docs/colecoes/19431232-hubspot)

1. [How to set up the HubSpot integration](https://nuvia.ai/en/docs/artigos/14501908-how-to-set-up-the-hubspot-integration)
2. [How to sync contacts and deals between Nuvia and HubSpot](https://nuvia.ai/en/docs/artigos/14590403-how-to-sync-contacts-deals-nuvia-hubspot)
3. [What Nuvia syncs with HubSpot and when](https://nuvia.ai/en/docs/artigos/16473526-what-nuvia-syncs-with-hubspot-and-when)
4. [How to map fields between Nuvia and HubSpot](https://nuvia.ai/en/docs/artigos/16474177-how-to-map-fields-between-nuvia-and-hubspot)
5. [Troubleshooting the HubSpot integration](https://nuvia.ai/en/docs/artigos/16474434-troubleshooting-hubspot-integration)
6. [How to send Nuvia WhatsApp templates straight from a HubSpot workflow](https://nuvia.ai/en/docs/artigos/15879535-send-nuvia-whatsapp-templates-from-hubspot-workflow)
7. [How to enroll leads/contacts in Nuvia campaigns directly from a HubSpot workflow](https://nuvia.ai/en/docs/artigos/15879734-enroll-contacts-nuvia-campaigns-from-hubspot-workflow)

On this page

1. What goes out and what comes in
2. The two sync triggers
3. How long the data takes to arrive
4. There is no initial load when you connect
5. Nuvia does not send back to HubSpot what came from there
6. Rules that protect your HubSpot pipeline
7. Conversation transcript
8. Frequently asked questions

**On this page8 sections**

1. What goes out and what comes in
2. The two sync triggers
3. How long the data takes to arrive
4. There is no initial load when you connect
5. Nuvia does not send back to HubSpot what came from there
6. Rules that protect your HubSpot pipeline
7. Conversation transcript
8. Frequently asked questions

A complete map of what goes from Nuvia to HubSpot, what comes in from HubSpot to Nuvia, what triggers each send, and how long the data takes to appear on the other side.

**Available on:** Platform > Integrations > HubSpot
**Who can do it:** Admin

## What goes out and what comes in

ObjectNuvia → HubSpotHubSpot → Nuvia

**Contact** Creates or links the contact and saves the mapped fields Creates or updates the contact in Nuvia with the mapped fields

**Deal** Creates the deal and moves its stage according to the pipeline mapping Moves the linked conversation, when the stage is set as bidirectional

**Lead** Creates the lead and saves the stage label Links the lead to the open conversation and moves the stage, when set as bidirectional

**Company** Not created or changed by Nuvia Enriches the Nuvia company record by domain

**Conversation transcript** Sent as a communication record to the contact and/or the deal, when the conversation is closed or automatically (about 1 hour after the last message) Not applicable

**Owner** Saved when an agent is assigned manually in Nuvia Updates the agent of the open conversation, according to the user mapping

Important: Nuvia never creates or edits companies in HubSpot. Company data only flows in the HubSpot → Nuvia direction. Deletions are not propagated in either direction: deleting a contact on one side does not delete it on the other.

## The two sync triggers

Nuvia has **two independent mechanisms**, configured in different tabs, that do not replace each other.

**By fieldBy funnel stageWhere to configureFields** tab **Funnels** tab

**What triggers it** A mapped field changes on the contact or the conversation The conversation changes stage in the funnel

**What happens** The mapped properties are saved on the contact, the deal, and the lead Contact, deal, and lead are created or linked, and the deal stage is updated

**Does it depend on the other?** No No

In other words: mapping a field does **not** move any stage, and mapping a stage does **not** sync any field. If you want both, you need to configure both tabs.

Practical example: you want the Temperature field to reach HubSpot and the deal to move to “Meeting scheduled” when the conversation reaches that stage. Map Temperature in the Fields tab and create the stage row in the Funnels tab. The Funnels tab alone does not send the temperature; the Fields tab alone does not move the deal.

## How long the data takes to arrive

There is no scheduled interval or hourly sync. Everything is triggered by events, at the moment they happen.

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**HubSpot → Nuvia:** HubSpot notifies Nuvia as soon as the record changes.

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**Nuvia → HubSpot:** the send happens as soon as the change is made.

Note: if the failure is a validation error (a value HubSpot does not accept, for example), the retries fail the same way, because the data sent is the same.

## There is no initial load when you connect

Connecting the account does **not** import the existing data in HubSpot. From the moment you connect, Nuvia only syncs what changes from then on.

To bring in contacts that are already in HubSpot, use **list import**: in the integration, go to **Lists**, find the list you want, and click **Import members**.

The same applies in the opposite direction: an older Nuvia contact is only sent to HubSpot when it changes or when its conversation moves to a mapped stage.

## Nuvia does not send back to HubSpot what came from there

When a stage change comes from HubSpot and moves the conversation in Nuvia, Nuvia does **not** send that same change back. This prevents an echo effect between the two systems.

## Rules that protect your HubSpot pipeline

When moving a **deal**, Nuvia checks its current status before writing:

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A **deal that is already closed** (won or lost) in HubSpot is not moved.

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A **stage before the current one** is not applied; the deal does not move backward.

In both cases the deal stays as it is and the event is recorded in the History, without an error. These safeguards apply **only to deals**. **Contact** stages (Lifecycle Stage and Lead Status) and **lead** stages are written directly, even if they represent a step back.

The check depends on Nuvia being able to read the pipeline in HubSpot. If the read fails, or if the deal's current stage is not found in the pipeline, Nuvia writes anyway; the safeguard does not block as a precaution.

Important

if a deal stopped following the conversation, first check whether it is closed in HubSpot or at a later stage than the conversation. In these cases the behavior is intentional, not a failure.

## Conversation transcript

In the **Advanced** tab, the **Send conversation transcript to HubSpot** toggle logs Nuvia conversations in the HubSpot activity timeline as a communication record. The toggle is off by default. When you turn it on, you choose **where** the transcript goes and **when**.

**Where:**

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**Contact:** the transcript goes on the contact's timeline.

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**Deal:** the transcript goes on the timeline of the deal linked to the conversation. If the conversation has no linked deal, nothing is sent to the deal.

You can select both destinations at the same time, and each has its own sending rule. The last selected destination cannot be unselected: to stop sending, turn off the toggle.

**When (per destination):**

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**When the conversation is closed:** the full transcript is sent once, when the conversation is closed.

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**Automatic:** Nuvia sends the conversation in chunks, about 1 hour after the last message, and at least once a day if the conversation keeps going. This is useful when conversations take a long time to be closed. When the conversation is closed, whatever was still pending is sent right away.

When you turn on the toggle for the first time, Nuvia already selects **Contact** with **When the conversation is closed**, which is the previous behavior. Anyone who already used the transcript keeps that same behavior.

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It applies to **WhatsApp** and **LinkedIn** conversations. Conversations from other channels are not sent.

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Very long transcripts are split into sequential parts in HubSpot.

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In **Automatic** mode, when a chunk spans more than one day, the first message of each day shows the date and time (for example, 30/09 09:21). That way you do not mix up messages from different days.

## Frequently asked questions

## Frequently asked questions

**I changed a field in Nuvia. How long until it shows up in HubSpot?**

Seconds. The send is queued the moment the change is made, with no scheduled interval. If it did not show up, open the **History** tab and look for the event: it shows whether the send was made, whether it failed, and why.

**I connected the integration and nothing was synced. Is it broken?**

No. Connecting does not do an initial load of your data. It only syncs what changes from then on. To bring in contacts that already exist in HubSpot, use **Lists > Import members**.

**Do I need to configure both tabs, Fields and Funnels?**

It depends on what you want. The **Fields** tab handles the content of the records (properties). The **Funnels** tab handles creating contacts, deals, and leads and moving stages. They are independent; configure the one that fits your case, or both.

**I changed the deal stage in Nuvia and HubSpot did not change. Why?**

The most common causes are the safeguards: the deal is closed in HubSpot, or the destination stage is before the stage the deal is already in. Nuvia does not move the deal in these cases. Also check that there is a mapping row for that stage in the **Funnels** tab.

**Can I set a field to only come in, without going out?**

No. Field mapping applies in both directions; there is no per-field direction setting. The exception is properties HubSpot marks as read-only. A configurable direction per row exists only in the stage mapping, in the **Funnels** tab.

**Where can I see whether the sync happened?**

In the **History** tab, inside the integration. Records are available for **7 days** and can be filtered by event type, direction, status, and object.

[PreviousHow to sync contacts and deals between Nuvia and HubSpot](https://nuvia.ai/en/docs/artigos/14590403-how-to-sync-contacts-deals-nuvia-hubspot) [NextHow to map fields between Nuvia and HubSpot](https://nuvia.ai/en/docs/artigos/16474177-how-to-map-fields-between-nuvia-and-hubspot)

Was this article helpful?

## Related articles

- [How to set up the HubSpot integration](https://nuvia.ai/en/docs/artigos/14501908-how-to-set-up-the-hubspot-integration)
- [Nuvia glossary of terms](https://nuvia.ai/en/docs/artigos/14580494-nuvia-glossary-of-terms)
- [Troubleshooting the HubSpot integration](https://nuvia.ai/en/docs/artigos/16474434-troubleshooting-hubspot-integration)

[HubSpot](https://nuvia.ai/en/docs/colecoes/19431232-hubspot)

1. [How to set up the HubSpot integration](https://nuvia.ai/en/docs/artigos/14501908-how-to-set-up-the-hubspot-integration)
2. [How to sync contacts and deals between Nuvia and HubSpot](https://nuvia.ai/en/docs/artigos/14590403-how-to-sync-contacts-deals-nuvia-hubspot)
3. [What Nuvia syncs with HubSpot and when](https://nuvia.ai/en/docs/artigos/16473526-what-nuvia-syncs-with-hubspot-and-when)
4. [How to map fields between Nuvia and HubSpot](https://nuvia.ai/en/docs/artigos/16474177-how-to-map-fields-between-nuvia-and-hubspot)
5. [Troubleshooting the HubSpot integration](https://nuvia.ai/en/docs/artigos/16474434-troubleshooting-hubspot-integration)
6. [How to send Nuvia WhatsApp templates straight from a HubSpot workflow](https://nuvia.ai/en/docs/artigos/15879535-send-nuvia-whatsapp-templates-from-hubspot-workflow)
7. [How to enroll leads/contacts in Nuvia campaigns directly from a HubSpot workflow](https://nuvia.ai/en/docs/artigos/15879734-enroll-contacts-nuvia-campaigns-from-hubspot-workflow)

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Source: https://nuvia.ai/en/docs/artigos/16473526-what-nuvia-syncs-with-hubspot-and-when
