Overview
The HubSpot integration lets your team add Insights to ideas directly from HubSpot Contact, Deal, and Company records, attaching real customer signals to ideas on your Ideas dashboard. Synced contact and company data also enriches user profiles, powers user segments, and feeds Canny company fields used in the Customer Requests Report.
The HubSpot integration is available on the Business plan.
Connecting the integration
Once connected, the HubSpot integration has two tabs:
Connection tab — manage the connection and configure data sync:
HubSpot API connect — shows your integration status with an Uninstall option.
HubSpot Data Sync — choose which HubSpot records and fields to sync. Toggle Sync contacts and Sync companies, then select the specific fields under each. Synced fields can be mapped to Canny company fields for use in analytics.
Settings tab — controls how ideas created from HubSpot behave:
Send new ideas to Portal — when an idea is created from HubSpot, also publish it to your Feedback Portal as a post. On by default. When enabled, the HubSpot Create new idea form shows Board and Category selectors. See Push to Portal below.
Insights → Required fields — mark Insight fields as required when adding feedback from HubSpot. Currently supports the Priority field.
Ideas Fields — specify which custom idea fields appear in the HubSpot widget form when creating new ideas. Use Add Field to add fields.
Adding Insights from HubSpot
You can add an Insight to a Canny idea directly from any HubSpot Contact, Deal, or Company record.
To add an Insight from HubSpot:
Open the Contact, Deal, or Company record in HubSpot.
In the Canny Feedback section, click Link idea.
Search for an existing idea and select it, or click Create new idea at the bottom of the modal to create a new one.
The HubSpot record's details are automatically attached to the Insight, enriching the idea with real customer signal without any manual data entry.
Push to Portal
With Send new ideas to Portal enabled, an idea created from HubSpot is also published to your Feedback Portal as a post. This setting is on by default and can be toggled on the integration's Settings tab in Canny.
When it's on, the Create new idea form in HubSpot shows Board and Category selectors, so you can route each idea to the right place as you create it.
For an idea to be published to the portal:
A Board must be selected in the Create new idea form (Category is optional).
The HubSpot record must have an associated contact — that contact becomes the voter on the portal post.
If you create an idea from a Deal or Company with no associated contact, the idea is still created in Canny, but it is not published to the portal.
HubSpot Deals and Opportunity value
When a deal is linked to a Canny idea, the deal amount is used as the Opportunity value. You can sort by Opportunity value in the feedback view, use it as a roadmap prioritization factor, and view aggregated deal totals in the Total Opportunity Value column of the Customer Requests Report.
Data sync
Contact and company data sync from HubSpot. Synced fields appear on user profiles, can be used to create User Segments, and can be mapped to Canny company fields that feed columns of the Customer Requests Report (such as Company Spend, Renewal Date, and Account Owner).
See Integration data syncing for Salesforce and HubSpot for full details.
Things to note
Any HubSpot user can add an Insight on an end-user's behalf, regardless of their Canny admin status.
Related articles