HubSpot Integration FAQ

The most common questions about setting up, syncing, and troubleshooting your HubSpot integration are answered below. You can leave the integration setup itself to the agent. Just tell it in Chat, "Help me set up the HubSpot integration," and it will walk you through the steps and configure things for you. If you prefer to check or change settings yourself, follow the procedures in each section.

Which HubSpot data is synced with Lumo?

Lumo imports your HubSpot contact information and writes Lumo's LINE-related data back into HubSpot contact properties. Because the sync runs in both directions, you can work with the same customer information in both HubSpot and Lumo.

HubSpot contact properties such as name, email address, phone number, and company name are not synced to Lumo by default. After connecting, you choose just the fields you need and add them from the sync settings. From the Lumo side, LINE-related properties such as LINE User ID, LINE display name, LINE follow status, LINE tags, and last broadcast date are written into HubSpot.

You can review, add, or remove the fields to sync on the Synced Data screen of the HubSpot integration.

Can I add more fields to sync later?

Yes, you can add or remove fields at any time from the Synced Data screen after connecting. Since only basic fields are included by default, you select and add the properties you need yourself.

How to add fields

1. Open the Synced Data screen of the HubSpot integration.
2. Click Add HubSpot Property.
3. Select the HubSpot property you want to sync, then click Add New Property.

The sync rule applies "the most recently updated value." When the values differ between HubSpot and Lumo, whichever was updated more recently is the one that takes effect.

What is the difference between a HubSpot integration and "connecting" a LINE Official Account?

Making a LINE Official Account available in Lumo is called connecting, while linking an external service such as HubSpot with Lumo is called integration. Before you can use HubSpot, the target LINE Official Account must already be connected to Lumo.

A HubSpot integration links an already-connected LINE Official Account with a HubSpot account. If the LINE Official Account is not yet in Lumo, first connect the LINE Official Account in Lumo, then start the HubSpot integration.

Can I start the integration from the HubSpot Marketplace or from Lumo?

You can start from either one. Only the entry point differs; the settings you use after integrating are the same.

Starting from the HubSpot Marketplace

You proceed from HubSpot's app installation screen. Along the way you sign in to Lumo, choose the LINE Official Account to integrate, and then approve the required permissions in HubSpot.

Starting from Lumo

You proceed from Lumo's integration wizard. Choose the LINE Official Account and move straight on to HubSpot authentication. You can leave the setup to the agent. Tell it in Chat, "Help me set up the HubSpot integration," and it will guide you through it.

Are existing HubSpot contacts and Lumo friends matched automatically?

Yes, they are matched automatically using shared fields such as email address. After integrating, when a contact already registered in HubSpot matches a Lumo friend on a shared field, they are linked as the same customer.

Once linked, you can manage the data together across both HubSpot and Lumo. You can also import LINE User IDs from contacts registered in a HubSpot list to link them. For details, see "Can I import LINE User IDs from a HubSpot list?"

Can I import LINE User IDs from a HubSpot list?

Yes, you can read LINE User IDs from contacts in a HubSpot list and link them to Lumo friends. You configure this under Import Existing LINE User IDs on the Settings screen of the HubSpot integration.

Items to configure

Once you specify a source list, existing LINE User IDs are imported from HubSpot on a regular basis. Removing the specification stops the import.

What should I do when a sync error occurs?

Check the details of the error on the integration screen, resolve the cause, and then resync manually. If errors persist, please contact support.

How to check and resync

1. On the HubSpot integration screen, check the sync status and sync history. If a sync failed, the status shows Failed and the error details remain in the sync history.
2. Resolve the cause of the error.
3. Click Resync Data and choose Resync in the confirmation dialog.

After you request a resync, it may take a few minutes for the data to be reflected.

Which permissions are required in HubSpot?

You need permission to install HubSpot apps. The scope of permissions you approve varies depending on the type of integration.

A standard integration uses permissions related to contacts, companies, lists, and workflows. If you also use inbox sync, you additionally approve the permissions needed to sync conversations. When you select an account, HubSpot prompts you to approve the required permissions.

Even when you start from the HubSpot Marketplace, the LINE Official Account you use as the integration target must already be connected to Lumo.

Is there a limit on the number of LINE Official Accounts I can integrate?

There is a limit on the number of LINE Official Accounts you can integrate with a single HubSpot account. When you integrate multiple LINE Official Accounts, each one is handled separately.

If you are migrating from CONNECT, follow the migration guidance to proceed. If you are new, you can proceed with the integration as is. For the specific number of integrations available, please check with support.

Can I send LINE messages from a HubSpot workflow?

Yes, you can configure sending LINE messages within a HubSpot workflow. For the content to send, you can choose either an Auto Send Message saved in Lumo or a body of text entered directly in HubSpot.

If you use an Auto Send Message, first select the LINE Official Account that will be the sender. The available Auto Send Message options are shown based on the account you select.

Is HubSpot inbox sync required?

No, it is not required. Even without using inbox sync, you can still use contact sync, list sync, and sending LINE messages from workflows.

Set up inbox sync only when you want to display LINE conversations in your HubSpot inbox. You start the connection from HubSpot's inbox settings, then check the connection status on the Settings screen in Lumo after it is complete. Disconnecting on the Lumo side stops the sync of new conversations, but the channel settings on the HubSpot side are not deleted automatically.

Why am I asked to log in to Lumo when I open a screen inside HubSpot?

When you open a Lumo screen inside HubSpot, Lumo also verifies your authentication status. If your session has expired, you are asked to log in.

In this case, sign in to Lumo again and then reopen the screen. The same applies on the inbox connection screen: after signing in, you select the LINE Official Account to connect.

Does the integration also write to HubSpot deals or tickets?

No, the current integration does not write to deals or tickets. It writes to contact properties (and to the company object when company object sync is enabled).

It may reference related information when needed, but it never updates the contents of deals or tickets.

When I remove the integration or uninstall, is my HubSpot data deleted automatically?

Removing the integration on the Lumo side and deleting the data that remains on the HubSpot side are two separate actions. Removing the integration does not automatically delete the data already created in HubSpot.

When you remove the integration, the contact data synced from HubSpot and the customer ID-linking information are deleted, and new syncs and workflow executions stop. On the other hand, the custom properties already created in HubSpot, the values already written, and past conversation history remain on the HubSpot side. If you do not need them, delete them manually on the HubSpot side. If a customer links their ID again after you reintegrate, the link is re-created.

What should I do if the LINE User ID import stops partway through?

Check the status of the import, and if an error is shown, review the details and run it again.

On the HubSpot integration screen, check the sync history and error details, resolve the cause, and then run the import again. If the problem is not resolved, please contact support.

How do I contact support?

Please use the Lumo Help Center or our contact channel.