Integrations · HubSpot

Muntri + HubSpot

Connect HubSpot and run Muntri alongside it, read-only, on your own real data. Evaluate the AI and reporting with zero risk, then flip to primary and consolidate marketing and CRM into a single record. No big-bang migration.

How the switch works

Connect, shadow, then primary

You don't cut over HubSpot on day one. You graduate from a risk-free evaluation to system of record, one step at a time.

Step 1 · Connect

OAuth in minutes

Authorize Muntri with HubSpot over OAuth. We map and sync your contacts, companies, deals and marketing data into a workspace built on your own data.

Step 2 · Shadow

Evaluate risk-free

Muntri mirrors HubSpot read-only and runs beside it. Your team keeps working in HubSpot, and HubSpot stays the system of record, while you see Muntri's AI on the same data.

Step 3 · Primary

Switch on your terms

When you're ready, flip Muntri to primary. It becomes your system of record with a clean, staged cut-over, and HubSpot becomes optional, or an ongoing two-way sync.

Shadow mode

See Muntri on your real HubSpot data, changing nothing

Muntri syncs and mirrors your HubSpot portal read-only and runs alongside it. Nobody has to change how they work, and HubSpot stays the source of truth, so there's no risk and nothing to migrate.

  • Your team's day-to-day in HubSpot is completely unchanged
  • HubSpot stays the system of record while you evaluate
  • Muntri's pipeline, forecast, reporting and AI run on your own live data
  • Prove the value before you commit to anything
Read-only mirror

Your data, in Muntri

Contacts and companies with properties and associations, deals across every pipeline and stage, and your marketing activity, all synced and kept fresh, without writing a thing back to HubSpot.

Primary mode

Consolidate marketing and CRM into one record

Flip Muntri to primary and it becomes your system of record, unifying marketing and CRM on a single record instead of two disconnected systems. No forced cut-over, no data left behind, and HubSpot becomes optional.

  • Marketing and CRM on one record, not two silos
  • Clean, staged migration, not a big-bang weekend
  • Optional two-way sync while both systems run in parallel
  • Your history comes with you, nothing is left stranded
System of record

One record, end to end

Once primary, campaigns, leads, deals, forecast, revenue and customer success all run on Muntri's single record, with the AI, automation and conversation intelligence built in rather than bolted on.

What syncs

Everything that matters, mapped across

Muntri maps the core HubSpot objects to its own model so your pipeline, marketing reporting and AI are complete from day one.

  • Contacts, with properties and lifecycle stage
  • Companies and associations
  • Deals, with pipelines, stages, amounts and close dates
  • Marketing data, campaigns and engagement
  • Activities, emails, meetings and the timeline
  • Owners and teams

Try Muntri on your own HubSpot data

We'll connect your portal, stand Muntri up in shadow mode, and let you evaluate on your real pipeline and marketing, no risk, no migration until you say so.

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