HelpIntegrations

HubSpot

Send each new lead to your own HubSpot as a contact with a note, and how to stop.

Connect HubSpot and each new lead becomes a contact in your HubSpot, with a note saying where you met, usually within seconds of the tap. It comes with every TapX account at no monthly cost.

Who can connect

HubSpot lets only a Super Admin of your HubSpot account, or someone with App Marketplace access, connect an app like TapX. If that isn’t you, ask your HubSpot admin to connect, or to give you that access.

For now, everyone who connects TapX to a HubSpot account needs that access, even when TapX is already there.

Connecting

Sign in at app.tapx.sg, open Settings, and press Manage under Connections.
Press Connect HubSpot, choose your HubSpot account and press Connect app.
Back in TapX, Settings shows which HubSpot account you connected and as whom. New leads go there from then on.

Connecting happens in a web browser, at app.tapx.sg. The TapX app doesn’t show your connections yet; that comes in a later version.

TapX isn’t on HubSpot’s App Marketplace yet, so HubSpot shows a warning or a notice about TapX before you connect. Follow HubSpot’s steps on that screen to go ahead.

What TapX can reach in your HubSpot

HubSpot’s screen asks you to let TapX view and change contacts, view your account’s users, and change contact property settings. HubSpot gives that access for the whole account, so TapX can see all its contacts, not only yours. TapX uses it only for your own leads: it looks a person up, fills in what is missing, adds a note, and makes you the owner where nobody owns them yet. It reads your account’s users only to find you, and it changes property settings only to add one field, TapX marketing consent. It uses nothing else.

What goes into HubSpot

Only leads who ticked the box to be contacted. For each one:

TapX looks the person up: by email, or, if they left no email, by mobile number.
If they are already a contact, TapX fills in only what is empty (the name if it has none, phone, company, the lifecycle stage Lead if it has none, and you as the owner if nobody owns them yet) and never changes what is there, apart from the TapX marketing consent field (below).
If they aren’t, TapX creates the contact with their email, first name, last name, phone and company, you as the owner (if HubSpot lists you as a user who can own contacts), and the lifecycle stage Lead.
TapX adds one note to the contact, with you as its owner, for example: Met via TapX card, 21 Oct 2026, 2:03 pm. Agreed to be contacted: yes. Marketing updates: no. Note: “Call me about the Bukit Timah listing.” Event: Property Expo. Lead in TapX: (a link).

Never your sign-in email. Of what TapX reads about a contact, it keeps only the contact’s id.

The first time you connect, TapX adds a yes/no field called TapX marketing consent to your HubSpot contacts (and adds it again if it is deleted for good; while it is archived in your HubSpot, Settings asks you to restore it). On a contact TapX creates, it is that person’s answer to marketing updates. On a contact that was already in your HubSpot, TapX records a no, and a yes only while the field is empty: a yes never replaces a no, because anyone can type someone else’s email into a form.

It is a label only. It doesn’t change anyone’s email subscriptions in HubSpot, so HubSpot can still email someone who said no. Before you send marketing from HubSpot, build a list or a workflow on this field, so that only people who said yes get it.

Leads from before you connected

Leads you already had aren’t sent by themselves. Once you’re connected, Send my earlier leads sends your newest 500 at most, and only those who agreed to be contacted. They go in oldest first. You can press it once.

Nobody added twice

TapX looks each person up before it adds anyone, so a second lead from the same person usually goes to the same contact, with a second note. TapX looks people up by email when the lead has one, and by phone only when it has none. So someone who first left only a phone number and later an email becomes a second contact. HubSpot can also take a few moments to find a contact that was just made, so two leads from the same person who left no email, a minute or so apart, can make two contacts. HubSpot lets you merge them.

A lead with only a phone number goes to the contact with the same number. If two people share a number, such as an office line, it goes to the one HubSpot finds first, so check the note before you follow up.

When something goes wrong

In a web browser, each lead’s page says where it went, for example HubSpot · 21 Oct, 2:03 pm · Open contact. If HubSpot doesn’t take a lead, TapX tries again by itself, six times over about 15 hours, and the lead page shows it. If it still hasn’t arrived, the page offers Try again. If HubSpot turns down a lead’s details, the lead’s page says so: your HubSpot may have a rule for new contacts, such as a required field, that this lead doesn’t meet. If something on TapX’s side is holding a lead, its page says so: that is never anything you did, and TapX sends it once it is fixed.

If the connection itself needs you, Settings says so, with the one button that fixes it, and you’ll usually get an email from TapX too:

Needs reconnecting: HubSpot stopped accepting TapX’s key. That happens when TapX is uninstalled from your HubSpot account. Press Reconnect HubSpot and the leads that waited are sent.
Needs reconnecting, on TapX’s side: TapX can no longer use the key it keeps for your HubSpot. This is on TapX’s side, not anything you did. Press Reconnect HubSpot and the waiting leads are sent.
A permission is missing: Settings says Needs attention. HubSpot says TapX no longer has every permission it needs. Press Reconnect HubSpot and allow everything HubSpot asks for, and the waiting leads are sent.
HubSpot stopped taking contacts: Settings says Needs attention. Check that your HubSpot account is working, then press Reconnect HubSpot, and the waiting leads are sent.
The TapX marketing consent field was deleted: Settings says Needs attention. HubSpot keeps a deleted field under Archived, so TapX can’t add it again. Restore it in HubSpot (Settings, Properties, Contact properties, the Archived tab), then press Reconnect HubSpot, and the waiting leads are sent.

Disconnecting

Open Settings in a web browser, press Manage under Connections, then Disconnect. New leads stop going to HubSpot. TapX asks HubSpot to cancel the key TapX held, deletes its own copy, and forgets which HubSpot user you connected as. Contacts and notes TapX added stay in your HubSpot. If TapX can’t ask HubSpot (for example, someone else connected TapX as the same HubSpot user and still uses that key), Settings says so and tells you how to remove TapX’s access.

Disconnecting doesn’t uninstall TapX from your HubSpot account, because other people there may use it. If nobody else does, an admin can uninstall it in HubSpot, under Settings, Integrations, Connected Apps.

Deleting a lead, or your account

TapX doesn’t take contacts or notes back out of HubSpot. If you delete a lead in TapX, delete the contact or its TapX note in HubSpot too, and do it the same day when someone asks to be removed.

When you delete your TapX account, TapX asks HubSpot to cancel its key, or, where it can’t, the delete page tells you how to uninstall TapX in HubSpot. Contacts and notes TapX added stay yours.

What TapX keeps about the connection

Which tool you connected; your HubSpot account’s id and web address; until you disconnect, its domain and the email and owner id of the HubSpot user who connected; a key that lets TapX add to HubSpot (stored encrypted); the dates you connected and disconnected; and, for each lead, whether and when it reached HubSpot, with the ids of the contact and the note. Download my data in Settings includes your connections. The Privacy policy says how long each is kept.

Still stuck? Email hello@tapx.sg and a person will answer.