Perly

HubSpot

Sync contacts, deals, and custom properties between HubSpot and Perly. Push health scores and churn risk directly into your CRM.

~2 minPullPushOAuth 2.0

Overview

HubSpot is a two-way integration. Perly pulls contact and deal data to enrich health scoring, then pushes scores, risk levels, and automated tasks back into HubSpot so your CS and sales teams work from a single source of truth.

HubSpot
PULL
PUSH
Perly
contacts
deals
owners
health scores
tasks
timeline events

What syncs

↓ PULL
  • Contact properties (name, email, company, lifecycle stage)
  • Deal stages and amounts
  • Contact owners and team assignments
  • Custom properties defined in your HubSpot portal
  • Last activity dates and engagement history
↑ PUSH
  • Health score (written as a custom contact property)
  • Churn risk level (low, medium, high, critical)
  • Tasks assigned to contact owners for at-risk customers
  • Timeline events for score changes and key signals

Connecting HubSpot

  1. 1
    Open integration settings
    In Perly, navigate to Settings > Integrations.
  2. 2
    Click Connect HubSpot
    You will be redirected to HubSpot's authorization page.
  3. 3
    Authorize on the consent screen
    Review the requested permissions and click Allow. Make sure you select the correct HubSpot portal if you have multiple.
  4. Done -- syncing starts automatically
    Perly begins pulling your contacts and deals within minutes. Health scores are pushed back after the first scoring cycle completes.
OAuth Scopes Requested
crm.objects.contacts.read · crm.objects.contacts.write · crm.objects.owners.read · crm.schemas.contacts.write · oauth · timeline

How health scores appear in HubSpot

When connected, Perly creates two custom contact properties in your HubSpot portal:

  • Perly Health Score -- a numeric value from 0 to 100.
  • Perly Risk Level -- a dropdown with values: low, medium, high, critical.

These properties are updated automatically as Perly recalculates scores. You can use them in HubSpot workflows, lists, reports, and dashboards just like any native property.

Automated tasks

When a customer crosses a risk threshold you define, Perly creates a HubSpot task assigned to the contact owner. Tasks include:

  • A summary of why the risk level changed.
  • The top contributing signals (e.g., login drop, payment failure).
  • A suggested next action.

Sync frequency

Perly syncs contact and deal data from HubSpot every 2 hours. Health scores and risk levels are pushed back within 5 minutes of a scoring update. Timeline events are written in real time.