Naarvin reads HubSpot with read-only access to deals, companies and line items. Each closed-won deal becomes a customer contract; recurring line items also become subscriptions with their monthly recurring revenue and its history. Open deals are read only after someone switches the sales pipeline on, and nothing is written back to HubSpot.
What does Naarvin read from HubSpot?
Naarvin asks HubSpot for three read permissions: deals, companies and line items. From them it builds the contracts and subscriptions behind your revenue. The ledger itself still comes from your ERP.
| In HubSpot | In Naarvin |
|---|---|
| A closed-won deal | A customer contract, signed on the close date, priced at the deal amount |
| The first company associated with the deal | The contract's customer |
| A one-off line item | An obligation delivered on the close date |
| A recurring line item | An obligation spread evenly over its billing term, and a subscription with its monthly recurring revenue (MRR) |
| The history of a line item MRR | Expansion and contraction events, dated when the value changed in HubSpot |
| A deal with no line items | One obligation for the deal amount, delivered on the close date |
A recurring line item's term comes from its billing period, and is taken as 12 months when HubSpot has none. It starts on the billing start date, or the close date. A subscription whose term ended before the sync day is shown as ended; the others are active. Each deal keeps its own currency, or the account's currency when the deal has none.
Why does the MRR history matter?
A single MRR figure says what a customer pays today. The history says how it got there. Naarvin reads every recorded value of each recurring line item's MRR, and each change after the subscription started becomes an expansion or a contraction event on the day it was made. Changes before the start only set the opening MRR.
That history is what lets a plan measure churn and expansion rates from your own customers instead of an assumption. In FP&A AI, a plan's revenue model can show revenue already contracted, subscriptions carried forward from today's MRR, and, with the pipeline on, open deals weighted by probability. Each source is shown on its own, and a plan includes it only when someone chooses to.
What does the sales pipeline add?
The pipeline is off by default. Someone who manages connections switches it on from the connection card, under Sales pipeline, and the change is written to the audit log.
With it on, the next sync also reads open deals and deals closed in the last three years: the pipeline and stage with its label, HubSpot's deal stage probability (or the stage's own probability when the deal has none), the amount and currency, the expected close date, and the created and closed dates. Each sync notes when a deal first appears or changes stage, so conversion by stage builds up over time.
Owners come in as HubSpot owner ids, not names: reading names needs a further HubSpot permission that Naarvin does not ask for.
How often does it sync?
On the schedule you set: every 15 or 30 minutes, every 1, 2, 4, 6 or 12 hours, daily or weekly at a time in your time zone, or only when someone runs a sync. The first sync reads every closed-won deal. Later syncs read the deals changed since the last one. A full sync, which can be run at any time, marks a deal that is no longer won as removed, so its contract stops counting.
How do HubSpot accounts map to companies?
One HubSpot account links to one company in Naarvin: the company that sells through it, usually one your ERP connection already loads. The account's currency must match that company's currency. If two companies of your group sell through separate HubSpot accounts, connect each one separately. The same account cannot be connected twice, because every contract would count twice.
What does the connection not do?
- It never writes to HubSpot: no deal, stage or property changes.
- It does not read contacts, tickets, quotes or HubSpot invoices. Invoices and payments come from your ERP.
- It does not bring a ledger, so it cannot replace an ERP connection for a company.
How do you connect HubSpot?
- Choose the companyDecide which Naarvin company sells through the HubSpot account. If your ERP connection already loads it, link to that company.
- Sign in and allow read accessSign in to HubSpot and allow read access to deals, companies and line items. The tokens are encrypted when saved and never shown again.
- Link the accountLink the HubSpot account to the company. Naarvin checks that the currencies match.
- Set the schedule and run the first syncCompare a few closed-won deals with their contracts in Naarvin, especially the term and MRR of recurring line items.
- Switch on the pipeline if you plan with itFrom the connection card, under Sales pipeline. Open and recently closed deals arrive with the next sync.
Questions people ask
Which deals become contracts?
Deals HubSpot marks as closed won, with a close date on or before the day of the sync. Open and lost deals are read only when the sales pipeline is switched on, and then as pipeline deals, not contracts.
What if a recurring line item has no term?
Naarvin takes a 12-month term starting on the billing start date, or the close date. Check these in the first sync, and set the billing period in HubSpot where it matters.
Does Naarvin need write access to HubSpot?
No. It asks only for read access to deals, companies and line items, and never writes.