Lead Priority
A clearer view of which opportunities deserve attention first.
HubSpot integration
Connect HubSpot to Conversion Realtor
Add Conversion Intelligence to HubSpot
Keep HubSpot as your CRM. Conversion Realtor analyzes lead activity, timing, engagement, and intent to continuously prioritize opportunities and recommend who to contact, what to do next, and when to act.
If you are not signed in, Conversion Realtor will take you through the normal account access flow before opening Connections.
What the integration does
Keep HubSpot as your system of record
Conversion Realtor does not replace HubSpot. HubSpot continues to organize your leads and CRM history, while Conversion Realtor acts as the decision layer that interprets supported activity and helps agents decide:
- Who to work first
- What action to take next
- When to act
- What to say
- Why that recommendation makes sense
“HubSpot organizes your leads. Conversion Realtor helps determine what to do next.”
Signals Conversion Realtor uses
Combine context instead of relying on one static score
Conversion Realtor is designed to use supported contact records, deals, and activity read from HubSpot, together with signals derived from that context. Availability depends on what has been logged for the lead and what the connected account makes available.
- New contacts and lead source
- Lifecycle stage and lead status
- Notes
- Logged calls
- Emails
- Meetings and appointments
- Deal stage, amount, and close date
- Replies and engagement
- Timing and recency
- Lead timeline
- Buyer or seller context
- Objections
- Financing friction
- Negative sentiment
- Decision-window signals
- Nurture activity
These signals are evaluated together. A stage, reply, note, meeting, or engagement signal is useful in context—not as a standalone, permanent score.
What Conversion Realtor produces
Five outputs that turn CRM activity into a decision
Recommendations are recomputed as new lead activity is received from the connected HubSpot account.
Next Best Action
The most useful next move based on the lead’s current context.
Recommended Timing
Guidance on when the next action is most likely to move the conversation forward.
Suggested Follow-Up
Conversion-focused direction for the next message, call, email, or task.
Why This Works
The signals and reasoning behind the recommendation, not just a score.
How to connect HubSpot
Approve access on HubSpot’s site — no keys to copy
The HubSpot integration connects through HubSpot’s own secure authorization screen. You approve access there and are returned to Conversion Realtor automatically.
- 1Sign in to Conversion Realtor.
- 2Open Settings → Connections.
- 3Select “Connect HubSpot.”
- 4You are taken to HubSpot’s own sign-in and authorization screen.
- 5Sign in to HubSpot and approve access for Conversion Realtor.
- 6You are returned to Conversion Realtor automatically — no codes or keys to copy.
- 7Confirm the HubSpot account appears as a Connected card, then use “Sync now” to pull your contacts and activity.
Conversion Realtor never asks for your HubSpot username or password, and never displays the stored credential after the connection is saved. Access can be revoked at any time from HubSpot or from Settings → Connections.
Multiple HubSpot accounts
Where supported by the customer’s plan, separate HubSpot accounts can be connected and managed independently. One customer’s authorization is never reused for another customer or account.
Each connection shows
- • Account name
- • Provider
- • Status
- • Last activity
- • Connected date
- • Connection health
Available actions
- Rename
- Reconnect
- Sync now
- Disconnect
Read-only activity sync
HubSpot sync is live for connected accounts. Use “Sync now” on Settings → Connections to pull your HubSpot contacts and their recent notes, calls, emails, and meetings, along with deal context. Each contact becomes a lead in Conversion Realtor and is run through the same prioritization and next-best-action engine as every other lead source.
Sync is strictly read-only — Conversion Realtor never creates, edits, or deletes records in HubSpot. Re-running a sync never duplicates leads or activity, and repeat updates are handled safely at the connection level.
Connection health
Open Settings → Connections to Reconnect, Sync now, or Disconnect an individual account. If a connection’s authorization expires or is revoked, it appears as Needs attention rather than failing silently.
Disconnecting stops future synchronization for that connection. Existing Conversion Realtor lead history remains available and keeps its source connection label.
Security
Conversion Realtor keeps CRM connections isolated by account and only uses the access approved for the connected HubSpot account. Credentials are encrypted, stored securely on the server, and never exposed in the browser, logs, public repositories, or customer-facing pages.
Your CRM remains your system of record. Conversion Realtor only uses the access required to provide its conversion intelligence features.
Frequently asked questions
Does Conversion Realtor replace HubSpot?
No. Conversion Realtor works alongside HubSpot as a conversion intelligence layer. HubSpot remains your system of record.
Do I need to copy an API key or share my HubSpot password?
No. Connection uses HubSpot’s own secure authorization screen. You approve access on HubSpot’s site, and Conversion Realtor never sees or stores your HubSpot password.
Will Conversion Realtor change my HubSpot records?
No. The HubSpot connection is read-only. Conversion Realtor reads supported contact, deal, and activity data to produce recommendations — it never creates, edits, or deletes anything in HubSpot.
What does Conversion Realtor read from HubSpot?
Contacts and their recent activity (notes, calls, emails, and meetings), plus deal context such as stage, amount, and close date. Access is limited to the read-only permissions you approve.
Can I connect more than one HubSpot account?
Where supported by the customer’s plan, separate accounts can be connected and managed independently. One customer’s authorization is never reused for another customer or account.
What happens if my connection stops working?
Open Settings → Connections. If HubSpot access expires or is revoked, the connection appears as Needs attention and you can reconnect in one step.
Can I disconnect HubSpot?
Yes. Disconnecting stops future synchronization for that connection without deleting its existing lead history in Conversion Realtor.
HubSpot integration
Turn HubSpot Activity Into Clear Next Steps
Connect HubSpot to Conversion Realtor and turn the lead activity already happening inside your CRM into prioritized opportunities, next-best actions, and conversion-focused follow-up guidance.
Connect HubSpot