Overview
Bantor captures the conversations your reps have at events, meetings, and on the floor, and uses AI to produce a summary, key details, and next steps for each one. With HubSpot connected, you can push those people and conversations into your CRM from the Bantor desktop workspace in a couple of clicks.
Create or update contacts
Bantor contacts become HubSpot contacts. Existing HubSpot contacts are matched by email, so you don't get duplicates.
Log conversations as notes
Each conversation is added to the contact's timeline as a Note with the event, the rep, a summary, the details, and next steps.
You control the mapping
Choose which HubSpot property each Bantor field goes to, including your custom properties, and turn optional fields on or off.
Requirements
- A Bantor account. Sign up at bantor.ai if you don't have one yet.
- A HubSpot account on any plan, including the free HubSpot CRM.
- HubSpot permission to install apps. You need to be a Super Admin or have the App Marketplace Access permission in the HubSpot account you're connecting.
- A desktop or laptop browser. This guide covers the Bantor desktop workspace (current Chrome, Edge, Safari, or Firefox).
- Recommended: use the same email address for your Bantor login and your HubSpot user. Bantor uses that match to set the Contact owner on contacts it creates.
Install & connect
You install the integration from inside Bantor. Bantor sends you to HubSpot's standard authorization screen and then brings you back.
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Open the HubSpot page in Bantor
Sign in to Bantor on your computer. In the left sidebar, open Integrations and click HubSpot.
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Click “Connect with HubSpot”
If no HubSpot account is connected yet, the page shows a single Connect with HubSpot button. Click it.
Bantor › Integrations › HubSpotHomeCaptureEventsContactsExportsIntegrationsHubSpotHubSpot
Connect HubSpot to send contacts to your CRM and log their conversations.
Connect with HubSpotThe HubSpot page before an account is connected. -
Choose your HubSpot account and approve access
HubSpot asks you to sign in (if you aren't already), pick the HubSpot account to connect, and review the permissions Bantor is requesting. These are listed under Permissions. Click Connect app.
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Return to Bantor
HubSpot sends you back to the Bantor HubSpot page, which now reads ✓ Connected to HubSpot (portal 12345678) and shows the field mapping table. Continue to Configure field mapping.
One HubSpot account per Bantor user. Each Bantor user connects their own HubSpot login. To switch to a different HubSpot account, disconnect and connect again.
Configure field mapping
Before anything can sync, confirm which HubSpot contact property each Bantor field should be written to. Bantor reads the list of contact properties in your HubSpot account, including custom ones, and pre-fills a suggested mapping by matching names. You review it and save.
✓ Connected to HubSpot (portal 12345678).
Review and confirm the relationship between Bantor fields and HubSpot fields.
| Bantor field | HubSpot field | Sync |
|---|---|---|
| Name | First name + Last name ▾ | |
| Email (email) ▾ | ||
| Phone | Phone Number (phone) ▾ | |
| Company | Company Name (company) ▾ | |
| Website | Website URL (website) ▾ | |
| Role / Job Title | Job Title (jobtitle) ▾ | |
| Location | City (city) ▾ | |
| Notes | Not mapped ▾ |
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Review each row
Use the dropdown on each row to pick the HubSpot property. Choose Not mapped to leave a Bantor field out of HubSpot entirely.
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Pick how names are written
HubSpot stores names as separate
firstnameandlastnameproperties. Choose First name + Last name to split the Bantor name across both (recommended), or pick a single property if you keep full names in one custom field. -
Turn optional fields on or off
Website, Role / Job Title, Location, and Notes have a Sync checkbox, which is on by default. Uncheck one to stop sending it while keeping its mapping for later. Name, Email, Phone, and Company always sync when mapped.
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Click “Save mapping”
Once a mapping is saved, the Sync to HubSpot actions appear across the Bantor workspace. You can come back and change the mapping at any time. New mappings apply to contacts synced after the change.
| Bantor field | Suggested HubSpot property | Can be toggled off |
|---|---|---|
| Name | firstname + lastname | No |
email | No (also used to match existing contacts) | |
| Phone | phone / mobilephone | No |
| Company | company | No |
| Website | website | Yes |
| Role / Job Title | jobtitle | Yes |
| Location | address / city | Yes |
| Notes | Any text property you choose | Yes |
Always map Email. HubSpot uses email to identify contacts. With Email mapped, Bantor finds and links to a contact that already exists in HubSpot instead of creating a second one.
Using the integration
After you connect and save a mapping, you can sync from three places in the desktop workspace. Each one does the same thing: it creates or matches the contact in HubSpot, then logs that contact's conversations as Notes.
From the Contacts list (bulk)
- Open Contacts in the sidebar.
- Select the contacts you want to send using the row checkboxes.
- Click Sync to HubSpot in the selection bar.
| Name | Company | Last conversation | |
|---|---|---|---|
| Priya Raman | Northwind Logistics | Today | |
| Marcus Bell | Atlas Freight | Yesterday | |
| Dana Ortiz | Brightline Supply | Sep 30 · synced |
From an Event's leads (bulk)
Open Events, choose an event, select leads in its leads table, and click Sync to HubSpot. This is the quickest way to push everyone you met at a trade show or conference after the event.
From a single lead
Click any lead to open it in the preview panel on the right. If the lead belongs to you and hasn't been synced yet, a Send to HubSpot button appears in the panel header. Click it and you'll see Sent to HubSpot ✓ when it finishes.
Reviewing the result
After a bulk sync, Bantor shows a summary of how many contacts synced and how many conversations were logged, with each failure listed by contact along with HubSpot's reason. Fix the issue (for example, a value HubSpot rejected for a property) and sync those contacts again.
Seeing it in HubSpot
Open the contact in HubSpot. The mapped properties are filled in, and each Bantor conversation appears on the Activity timeline as a Note, dated to when the conversation happened:
Event: LogiTech Expo 2026 / 2026-10-01
Logged By: Jordan Lee
Summary: Priya is evaluating route-optimization vendors ahead of Q1 budget planning and is unhappy with her current provider's support response times.
Details: Fleet of ~120 trucks · Decision expected in January · Cares most about onboarding speed
Next Steps: Send case study for mid-size fleets · Book demo with ops lead the week of Oct 13
Syncing again is safe. Each conversation is logged to HubSpot only once. When you sync a contact again later, Bantor adds only the conversations that haven't been sent yet.
What data is synced
The integration is one-way, from Bantor to HubSpot, and only runs when someone clicks a sync action. Nothing in HubSpot is changed in the background, and Bantor does not import or change other HubSpot records.
| Bantor data | Where it goes in HubSpot | Behavior |
|---|---|---|
| Contact fields (name, email, phone, company, and any optional fields you enabled) | Contact properties you mapped | Creates a new contact, or matches an existing one by email. The first sync writes the properties. Later syncs don't overwrite them, so edits your team makes in HubSpot are kept. |
| The Bantor user who owns the contact | Contact owner (hubspot_owner_id) | Set when the rep's Bantor email matches a HubSpot user's email. Otherwise it's left empty. |
| Conversations with that contact | Notes on the contact's activity timeline | One Note per conversation, dated to the conversation, containing Event, Logged By, Summary, Details, and Next Steps. Each conversation is logged once. |
What Bantor reads from HubSpot
- Your contact property definitions, so they can appear in the mapping dropdowns.
- Contacts matching an email address, to avoid creating duplicates.
- HubSpot users (owners) matching a rep's email, to set the Contact owner.
- The ID of the HubSpot account you connected, shown as the “portal” number.
Security
- Bantor connects through HubSpot's standard OAuth flow and never sees your HubSpot password.
- HubSpot access and refresh tokens are encrypted at rest and only used on Bantor's servers. They are never sent to the browser.
- Disconnecting deletes the stored tokens and your mapping from Bantor.
See our Privacy Policy and Terms of Service for more detail.
Permissions (scopes)
HubSpot will ask you to approve the following access when you connect:
| Scope | Why Bantor needs it |
|---|---|
crm.objects.contacts.write | Create contacts and log conversation Notes against them. |
crm.objects.contacts.read | Look up existing contacts by email to avoid duplicates. |
crm.schemas.contacts.read | List your contact properties, including custom ones, for the field mapping screen. |
crm.objects.owners.read | Match a Bantor rep to their HubSpot user to set the Contact owner. |
oauth | Keep the connection active with HubSpot's standard token refresh. |
Disconnect & uninstall
Disconnect from Bantor
- Go to Integrations → HubSpot in the Bantor sidebar.
- Click Disconnect, then confirm in the dialog.
Your field mapping is cleared and the sync actions disappear until you reconnect. Contacts and Notes already in HubSpot stay there. Bantor does not delete anything from your CRM.
Remove the app from HubSpot
To also revoke access on the HubSpot side, go to Settings → Integrations → Connected Apps in HubSpot, find Bantor, and choose Uninstall.
Reconnecting to a different HubSpot account? Bantor tracks sync status per HubSpot account. When you connect a different account, your contacts show as not synced and are matched by email again when you next sync them.
Troubleshooting & FAQ
I don't see a “Sync to HubSpot” button.
The sync actions only appear once HubSpot is connected and a field mapping has been saved. Open Integrations → HubSpot, check that it says Connected, and click Save mapping. The single-lead Send to HubSpot button only appears on your own leads that haven't been synced yet.
HubSpot showed an error and sent me back to Bantor.
Bantor shows the reason at the top of the HubSpot page. The most common cause is not having permission to install apps in that HubSpot account. Ask a Super Admin to connect or grant you App Marketplace Access, then click Connect with HubSpot again.
The Contact owner isn't being set.
Bantor sets the owner by matching the rep's Bantor login email to a HubSpot user's email. Make sure the rep exists as a user in HubSpot with the same email address. If you connected before owner matching was available, disconnect and reconnect to grant the crm.objects.owners.read permission.
A contact was duplicated in HubSpot.
HubSpot matches contacts by email. If a Bantor contact has no email, or Email isn't mapped, Bantor can't find the existing HubSpot record and creates a new one. Map Email and add the email to the contact in Bantor before syncing.
“This contact was last synced to a different HubSpot portal and has no email to re-match on.”
The contact was synced while a different HubSpot account was connected. Add an email address to the contact in Bantor so it can be matched in the current account, or reconnect the original HubSpot account.
I changed a contact in Bantor, but HubSpot didn't update.
This is intentional. After a contact's first sync, Bantor doesn't overwrite its HubSpot properties, so changes your team makes in HubSpot aren't replaced. New conversations with that contact are still logged as Notes when you sync again.
A sync partly failed. What should I do?
The result summary lists each contact that failed and HubSpot's reason, usually a value that doesn't fit the property you mapped it to (for example, text in a number or dropdown property). Change the mapping or the contact's value and sync those contacts again. Contacts that succeeded aren't affected.
Does the integration cost extra?
The HubSpot integration is included with Bantor and works with any HubSpot plan, including the free CRM.
Support
Email support
Write to support@bantor.ai. Include your HubSpot portal number (shown on the Bantor HubSpot page) and any error message you saw.
Sales & onboarding
Rolling Bantor out to a team? Contact sales@bantor.ai for a guided setup.