Connecting Ocean.io to HubSpot takes just a few clicks. Once connected, you can export companies and contacts directly into HubSpot, and unlock powerful CRM analysis to help you find your best customers.
Step 1 — Start the setup
Head to Profile → Integrations and hit "Connect" next to HubSpot.
Step 2 — Connect your HubSpot account
You'll be taken to HubSpot to select which account to link. Pick the right one, click "Choose Account" and you're connected.
After connecting, you'll be redirected to the configuration page. You can cancel out at any point, your integration is already live and you can start exporting straight away. That said, we recommend quickly browsing through the steps and making any adjustments that make sense for your setup.
💡 You can always come back to configure later via Profile → Integrations → click "Connected" next to HubSpot → Configure. You can also remove the integration from the same menu.
Read more about the accesses required in our CRM data processing FAQ.
Step 3 — Company field mapping
Ocean.io automatically pre-maps the most important company fields so you're ready to export without lifting a finger. Browse through and adjust anything if needed. Any fields left unmapped will simply be ignored during export.
You can also set up:
Default export value — tag every exported company with a preset value of your choice (e.g. "Ocean.io")
Custom export value — pick a property that will receive a custom value each time you export
💡 Can't find the right HubSpot property? You can create a custom property directly from the dropdown by clicking "+ Create custom property". You can also remove a mapping at any time by clicking "Remove mapping".
Step 4 — People field mapping
Same as companies, key contact fields are pre-mapped and ready to go. Browse through and adjust anything if needed. Any fields left unmapped will simply be ignored during export.
You can also set up:
Default export value — tag every exported contact with a preset value of your choice
💡 Can't find the right HubSpot property? You can create a custom property directly from the dropdown by clicking "+ Create custom property". You can also remove a mapping at any time by clicking "Remove mapping".
Step 5 — Deals
Decide if and how deals should be created in HubSpot when you export companies.
Automatically create deals — toggle this on to automatically create a deal for each company you export. Toggle it off if you do not want deals to be created at all
Deal name format — customize the deal name using
[company_name]or[company_domain]placeholders. The default is[company_name] dealPick the stage — select which pipeline and stage new deals should start in
⚠️ When deal creation is turned on, Ocean.io will always create a new deal for every export, even if a deal already exists for that company in your pipeline. This is different from company exports, where Ocean.io automatically prevents duplicates.
💡 Even if deal creation is turned on here, you can always disable it on a case by case basis directly from the export dialog when exporting on the Ocean.io platform.
Step 6 — Sales funnel mapping
Mark which CRM properties represent "Won" and "Lost" deals to sharpen your analysis.
Won stage(s) — select the pipeline and stage that represent a successful deal. You can add multiple won stages by clicking "+ Add new"
Lost stage(s) — select the pipeline and stage that represent a lost deal. You can add multiple lost stages by clicking "+ Add new"
⚠️ Without sales funnel mapping, the Deal Status filter inside Ocean.io will not work correctly.
Step 7 — Deal type mapping
Mapping your deal types will positively impact your search experience and CRM analysis.
Enable mapping, toggle this on to enable deal type mapping. If left off, Ocean.io will still sync your data but certain insights won't be available
Deal type field, once enabled, select the field in your HubSpot that represents deal type (e.g. Pipeline, Amount, Close Date, etc.)
Step 8 — User matching
Match your Ocean.io users to their corresponding HubSpot users. This ensures that exports and activities are attributed to the right person in your CRM.
Ocean.io users are listed on the left, select their corresponding HubSpot user from the dropdown on the right
Need to add a user that isn't listed? Click "+ Add user" to invite them to your Ocean.io account
⚠️ Without user matching, the Owner and Activities filters inside Ocean.io will not work correctly.
Note: When exporting from Ocean.io to HubSpot, if a company or contact already exists in your HubSpot account it will be ignored and no duplicate will be created.
Want even more power? Unlock CRM filters with the Bi-directional CRM Integration add-on
With the Bi-directional CRM Integration add-on you can unlock CRM filters directly inside Ocean.io, including Deal Status, Activities, and Owner. To get the most out of these filters, make sure the configuration steps above are completed, otherwise the filters won't reflect accurate data.
Without the add-on, existing CRM data is not charged or processed, it is simply ignored.
Interested in the add-on? Reach out to us at [email protected] to learn more.