> ## Documentation Index
> Fetch the complete documentation index at: https://docs.govly.com/llms.txt
> Use this file to discover all available pages before exploring further.

# HubSpot Integration

> Sync Govly opportunities to HubSpot as deals

## What it does

The HubSpot integration syncs Govly opportunities to HubSpot as deals. When you push an opportunity from Govly, it creates a deal in your default HubSpot pipeline with Govly-specific fields. If the opportunity is later updated in Govly, the corresponding deal in HubSpot is updated automatically.

## How it works

Govly connects to your HubSpot account via OAuth. When you first connect, Govly creates a custom property group called "Govly Opportunity Details" in your HubSpot account. This group contains fields for tracking Govly-specific data on each deal.

When you push an opportunity, Govly maps its data to HubSpot deal fields. Native deal properties are set directly, while Govly-specific fields are populated as custom properties in the Govly Opportunity Details group.

## Fields synced to HubSpot

### Native Deal Properties

* **Deal Name** (AI-generated title, or original title, or solicitation number)
* **Description** (AI summary or source description)
* **Close Date** (response deadline)

### Custom Properties (Govly Opportunity Details)

| Field                    | Description                                      |
| ------------------------ | ------------------------------------------------ |
| Govly Opp ID             | Internal Govly opportunity identifier            |
| Govly Link               | Direct link to the opportunity in Govly          |
| Solicitation Number      | Official solicitation/contract number            |
| Buyer Name               | Contracting agency or organization               |
| Buyer ID                 | Govly buyer identifier                           |
| Buyer Hierarchy          | Full organizational hierarchy of the buyer       |
| Posted Date              | When the opportunity was posted                  |
| Response Deadline        | Due date for proposal submission                 |
| Q\&A Deadline            | Deadline for submitting questions                |
| Modified Date            | Last modification date                           |
| Cancelled Date           | Cancellation date (if applicable)                |
| AI Estimated Value (Min) | AI-generated minimum contract value estimate     |
| AI Estimated Value (Max) | AI-generated maximum contract value estimate     |
| Contract Vehicle         | Associated contract vehicle                      |
| Feed                     | Source feed for the opportunity                  |
| Jurisdiction             | Geographic or administrative jurisdiction        |
| Set-Aside                | Small business set-aside code                    |
| Notice Types             | Types of notices (solicitation, award, etc.)     |
| Public Link              | Link to the original source                      |
| Contacts                 | Point of contact information                     |
| Locations                | Place of performance locations                   |
| Partners                 | Teaming partners associated with the opportunity |
| Labels                   | Organization-specific labels                     |
| Tags                     | User-applied tags                                |

## How to use it

### Connecting your account

1. Click **Connect HubSpot** above
2. Authorize Govly when redirected to HubSpot
3. Once authorized, the connection is active and ready to use

### Pushing opportunities to HubSpot

1. From the opportunities page, click the HubSpot button on any opportunity
2. The opportunity will be created as a deal in your default HubSpot pipeline
3. Changes to the opportunity in Govly will automatically update the deal

### Viewing Govly fields in HubSpot

Govly custom properties are attached to each deal record automatically. To view them:

1. Open any deal in HubSpot
2. Select **View All Properties** under Actions
3. Look for the **Govly Opportunity Details** property group to see the custom properties added to your deal

To make Govly fields visible on your deal view by default:

1. Open any deal in HubSpot
2. Edit any card in the deal view
3. Add one or more custom properties from the **Govly Opportunity Details** property group
4. Save your changes — the fields will appear on all deals using that view