Connect Orbit to HubSpot
Every person you meet lands in HubSpot as a contact, with a note of how you met, a task for your follow-up, a deal for its value and the scanned card attached.
Before you start
- Orbit on iPhone with Orbit Pro.
- A HubSpot account you can sign in to and add apps to.
Connect in under a minute
- Open Orbit, then Settings, then Integrations.
- Tap HubSpot, then Connect HubSpot.
- Sign in to HubSpot and allow access.
- You are back in Orbit and HubSpot shows as connected. Orbit now sends every contact you already have, then each new one as you save it.
On the HubSpot screen, tick the optional permissions for deals and files. Without them, contacts, notes and tasks still sync, and deals and card images are skipped.
What Orbit sends
| In Orbit | In HubSpot |
|---|---|
| First and last name | First name, Last name |
| Phone | Phone number |
| Company | Company name |
| Job title | Job title |
| Website | Website URL |
| LinkedIn URL |
| Also added | What it holds |
|---|---|
| Note | One note titled From Orbit with the event, how you met, the AI summary, your notes and the timeline. Kept up to date, never duplicated. |
| Task | Your follow-up reminder as a task with its due date. Clearing the reminder in Orbit completes it. |
| Deal | Created when the contact has a deal value, in your default pipeline. Marked won or lost when the outcome changes in Orbit. |
| Card image | The scanned business card, attached to the Orbit note and stored privately in Files under Orbit. |
Change anything in Orbit, such as a new phone number, a second meeting or a new follow-up date, and HubSpot is updated within seconds. Empty a field in Orbit and it is emptied in HubSpot too.
Changes made in HubSpot
Edit the name, email, phone, company, job title and website in HubSpot and Orbit picks it up within seconds. If the same detail was changed in both places, the newest edit wins. Notes, the summary and the timeline are written by Orbit, so edit those in Orbit.
What Orbit never does
- Delete anything in HubSpot, even if you delete the contact in Orbit.
- Delete anything in Orbit when a record is deleted in HubSpot.
- Import people who only exist in HubSpot.
- Add the same person twice. Orbit matches by email, then by name with company or phone.
Permissions Orbit asks for
- Read and write contacts (required)
- Read and write deals (optional, for deals)
- Read and write files (optional, for the card image)
Orbit uses this access only to keep your Orbit contacts in sync. Read the privacy policy.
Disconnect
In Orbit, open Settings, Integrations, HubSpot, then tap Disconnect. Orbit stops syncing and removes its access in HubSpot. Everything already sent stays in HubSpot. You can also remove Orbit from HubSpot in Settings, Integrations, Connected apps.
Troubleshooting
- Orbit says Reconnect. HubSpot signed Orbit out, usually after a password change or removed access. Tap Reconnect and sign in again. Nothing is lost: changes wait and send once you are back.
- A contact has not appeared. New contacts usually arrive within a few seconds. Check that Orbit Pro is active and HubSpot shows as connected in Orbit.
- Still stuck? Email hello@orbitnetworking.app with the contact's name and we will sort it out.
