Last updated 12 Oct 2026
Integrations
Your referral network, in HubSpot
Plan managers, support coordinators and organisations, kept up to date as contacts and companies.
Connect Autonomy Care to HubSpot and your plan managers, support coordinators and partner organisations are kept up to date in HubSpot as contacts and companies. Changes are sent automatically. Participants are only sent if you turn that on, and NDIS numbers, plans and notes are never sent. Nothing comes back from HubSpot.
What goes to HubSpot?
- Plan managers, support coordinators and organisations, as contacts and companies, linked to each other.
- A plan manager's business as a company.
- Name and email always; phone and job title only if you choose.
- Participants only if you turn that on. It's off until you do.
What is never sent?
NDIS numbers, plans, progress notes and anything clinical.
When is it sent?
Automatically when a record changes, or all at once with Sync now on the HubSpot card. You can turn automatic sending off.
How do we connect HubSpot?
Once, for your whole organisation. You need the Connect and manage integrations permission in Autonomy Care.
Open Settings, then Integrations
In Autonomy Care, choose Connect HubSpot on the HubSpot card.
Sign in to HubSpot and approve access
Choose your HubSpot account and approve access. Autonomy Care asks to read and write contacts and companies, and nothing else.
Choose what to send
Plan managers, support coordinators and organisations are on by default. Participants stay off unless you turn them on.
Choose the contact fields
First name, last name and email always go. Phone and role are sent only if you turn them on.
Send everything once
Choose Sync now to send every chosen record. After that, changes go automatically unless you turn Send changes automatically off.
What goes to HubSpot, field by field
| Record | Sent by default | Fields |
|---|---|---|
| Plan managers | Yes | Name and email, with their plan management business as a company. Phone and role if you turn them on. |
| Support coordinators | Yes | Name and email, linked to their organisation. Phone and role if you turn them on. |
| Organisations | Yes | As HubSpot companies, linked to their people. |
| Participants | No, only if you turn it on | Name and email. Phone and role if you turn them on. |
| NDIS numbers, plans, notes and clinical information | Never | Not sent, whatever you choose. |
Will it create duplicate contacts?
Email is the match key. If a contact with the same email is already in HubSpot, Autonomy Care updates that contact instead of adding a new one, and remembers the link for next time.
What if something fails?
Every send is logged in the Sync log. Rate limits and outages are retried automatically; anything else waits for you to fix it and press Retry. If HubSpot stops accepting the connection, the card shows Needs reconnecting: choose Reconnect HubSpot and carry on.
What it does and doesn't do
It does
- Sends contacts and companies, with their links
- Sends changes automatically
- Leaves out NDIS numbers, plans and notes
It doesn't
- Doesn't bring anything back from HubSpot
- Doesn't create deals, tickets or pipelines
- Doesn't delete anything in HubSpot
Related
Integrations
Accounting, payroll and CRM connections
About integrationsReferrals
Public referral links and an intake inbox
About referrals
See how it fits your referrals
Book a demo and we'll walk through referrals and the HubSpot connection.