Import CRM data
Upload one or more Deals and/or Sales Orders export files (CSV or XLSX). File type is auto-detected by header. Accounts, Contacts, Deals and Sales Orders are inferred, deduplicated, and loaded into the store. Quotes, Contracts, Invoices and POs are not touched.
0 accounts · 0 contacts · 0 deals
Live mirror (shared)
Backfills the shared crm_mirror tables in Lovable Cloud so every user sees the same HubSpot data — no per-browser pull. An incremental sync runs automatically every 30 minutes; this button forces a full re-sync (~10 min for 100k records).
Pull from HubSpot (legacy, this browser only)
Reads Companies, Contacts, Deals, and the sales_order custom object from HubSpot and replaces the local store with what's there. Superseded by the shared mirror above — kept while screens are migrated.
Push to HubSpot
Sends Accounts → Companies, Contacts (upsert by email), Deals, and Sales Orders → custom sales_order object (with commission properties). Provision the Sales Order schema once before the first sync.
Live HubSpot sync
Live sync idle (no changes yet)
Schemas pending · Every CRUD change to accounts, contacts, deals, sales orders, invoices, and POs is pushed to HubSpot automatically.