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Est. Setup Time: 5 minutes

To setup the integration, you must be a BenefitFlow Admin and a HubSpot Admin with read/write privileges for all fields
1
Login to BenefitFlow and navigate to the “Integrations” page
Navigate to the “Integrations” page in BenefitFlow
2
Click the “Establish Connection” button to connect to HubSpot
Click the “Establish Connection” button to connect to HubSpot
3
Click the “Connect” button to connect to HubSpot
Click the “Connect” button to connect to HubSpot
You can connect to either a sandbox or your main production account.
4
Success!
Success!
5
To configure your mapping settings, click “Integration Settings”
To configure your mapping settings, click Integration Settings
6
Specify how fields across BenefitFlow’s employer and broker objects are mapped to your HubSpot fields 
Mapping fields between BenefitFlow and HubSpot
7
Once you’re ready to begin syncing data, navigate to your lists, click the sync button on the desired list and begin syncing!
Lists page showing a selected list with the Sync button highlighted
Confirmation message after clicking the Sync button
Last modified on February 11, 2026