Setup Guide for Curbsight

• People sync both ways. A customer or contact created in Curbsight becomes a HubSpot contact. A contact created or edited in HubSpot is pulled into Curbsight's Contacts — and when it carries a street address, it also becomes a customer in the Book and a door on the map.
• Won jobs become deals. When a job is marked won in Curbsight, a deal is created in the HubSpot pipeline and stage you choose.
• Door-knock outcomes become notes on the contact's HubSpot timeline.
• Every synced record links back. On connect, Curbsight creates three custom properties in your portal — a Curbsight link on contacts and on deals, and the Curbsight stage on deals — so a rep in HubSpot is one click from the job.
• Nothing is written until you say so. Write-back to HubSpot is off when you connect. Curbsight reads freely; pushes wait, visibly, until the account owner switches writing on.

1. Sign in to Curbsight in a desktop browser at curbsight.io/login.
2. Open Money — the Money stop in the office sidebar (on the classic app: CRM → Money).
3. Find the HubSpot card.

4. Click Connect HubSpot. HubSpot opens in the same tab.
5. Sign in to HubSpot if asked, then choose the account (portal) to connect and click Choose Account.

6. Review the requested scopes. Curbsight asks for exactly six: read and write contacts, read and write deals, and create properties on contacts and deals (the two custom-property scopes that make the Curbsight link possible). It asks for nothing else — no companies, no tickets, no marketing, no settings.

7. Until Curbsight is listed on the HubSpot App Marketplace, HubSpot shows an unverified app notice on this screen. That is expected — continue.
8. Click Connect app. HubSpot returns you to Curbsight — a brief Connection complete page, then the Money page.
9. The HubSpot card now reads Connected via the Curbsight app with your HubSpot domain, and lists the scopes it proved at connect. Connecting also creates the three Curbsight properties in your portal and reads one page each of contacts, deals and pipelines to prove access — it writes no records.

Everything is on the HubSpot card on the Money page. There is no separate settings screen.

1. Deal pipeline. Click Choose, pick the pipeline your won jobs belong in, then the stage a newly won job should land in. Until both are chosen, won jobs are held rather than guessed — the card says so.

2. Write-back to HubSpot. This is off when you connect. While it is off, Curbsight pulls your contacts and holds every push; the card shows how many are held. Only the Curbsight account owner sees the Switch on button; a manager sees the state, not the control. Switch it on when you are ready for Curbsight to create contacts, deals and notes in your portal. Switch off stops writes again at any time.

3. Pull your existing contacts. Click Pull contacts to bring your HubSpot contacts into Curbsight now. This is a read from HubSpot; it writes nothing there.
4. See what would be written before it is. Click Preview to compute every pending push exactly as it would be sent to HubSpot — without sending it.

Automatic. Once connected, Curbsight syncs on its own: a change in Curbsight is sent to HubSpot within seconds; contacts created or edited in HubSpot are pulled at least every ten minutes; and a sweep every two minutes retries anything HubSpot asked Curbsight to slow down on. No manual step is required.

Read and write scopes are used in both directions for contacts. Deals and notes flow one way, Curbsight → HubSpot; Curbsight reads your deal pipelines only to offer them in the pipeline chooser.

Manual. Sync now drains the queue immediately instead of waiting for the sweep. Pull contacts runs a contacts pull now. Preview shows what the next sync would write. The card always shows the last sync time, how many rows are queued, held, or need attention, and which scopes HubSpot refused, by name.

1. Sign in to Curbsight and open Money.
2. On the HubSpot card, click Disconnect. The card immediately reads disconnected. Curbsight also asks HubSpot to revoke the token it held.
3. To uninstall the app from your HubSpot account in the same step, click Remove from HubSpot too instead — see the next section.

There are two ways to remove the Curbsight app from a HubSpot account; either one works.

1. From Curbsight: on the HubSpot card, click Remove from HubSpot too. Curbsight deletes the app install from your portal, revokes its token and disconnects — one click.
2. From HubSpot: follow HubSpot's own steps in Uninstall an app (Settings → Integrations → Connected Apps → Curbsight → Uninstall). Curbsight notices on its next sync and shows the connection as disconnected.

• What Curbsight stores from HubSpot: the contacts it pulls (name, email, phone, company, address), the IDs of the HubSpot records it created or matched, and your HubSpot portal ID and domain. Access and refresh tokens are stored encrypted and never shown in the app.
• What Curbsight sends to HubSpot: contact name, email, phone and address; deal name, amount and stage for won jobs; the text of door-knock outcomes as notes; and the Curbsight link and stage properties.
• Who can see it: only members of your Curbsight company. Curbsight never shares one customer's data with another, and never sells it.
• The full picture is in Curbsight's Privacy Policy and Terms of Service.

Email sol@curbsight.io — a person answers, usually the same day. For a live walkthrough of the integration, book a demo.

Common questions: “The card says a scope was refused.” Your HubSpot user lacks permission to create properties — connect as a Super Admin, or ask one to. “A won job didn't become a deal.” Check that a pipeline and won stage are chosen and that write-back is switched on; held rows are counted on the card. “A HubSpot contact isn't in Curbsight yet.” Click Pull contacts, or wait — HubSpot is checked at least every ten minutes.