BluePoint HubSpot Sync Troubleshooting

Overview

During the October 22, 2025 marketing sync, Wade Zirkle reported that a prospect added to HubSpot via the Gmail plugin did not appear in the main HubSpot contacts database. This represents a gap in lead tracking that could cause prospects to fall through the cracks if not resolved.

This issue is not unique to BluePoint — any client using the HubSpot Gmail plugin to log contacts should verify that records are syncing to the shared account, not silently failing.

The Problem

Wade attempted to add a prospect (a bank contact named Angelica) to HubSpot directly from Gmail using the HubSpot Gmail plugin. The plugin appeared to accept the entry, but when Wade searched for the contact in HubSpot — by name and by email address — no record was found.

Observed symptoms:
- Gmail plugin auto-fills the sender's own email address (@bluepointatm.com) instead of the prospect's email — indicating a possible plugin misconfiguration
- All other fields require manual entry
- After submission, the contact does not appear under HubSpot Contacts (searched "All time")
- The same behavior was observed on at least two separate attempts

Impact: Inbound leads logged this way are invisible to the Asymmetric team and cannot be tracked, sequenced, or reported on. This undermines pipeline visibility and attribution accuracy.

Likely Cause

The Gmail plugin may be connected to a personal or secondary HubSpot workspace rather than the shared BluePoint account managed by Asymmetric. This is consistent with the ClickUp issue also surfaced in the same call — where tasks submitted from Wade's personal workspace were not visible to Asymmetric (see ^[1]).

Resolution Steps

This was flagged as a follow-up item for the HubSpot meeting scheduled for October 30, 2025 at 3:00 PM MT (4:00 PM CT). Mark Hope (Asymmetric) is the primary point of contact for HubSpot configuration.

Recommended troubleshooting checklist:
1. Confirm which HubSpot account the Gmail plugin is authenticated against (check plugin settings in Gmail → HubSpot sidebar → account switcher)
2. Verify that the BluePoint HubSpot portal ID matches the account the plugin is logged into
3. Check whether contacts are being created in a personal CRM view vs. the shared portal
4. Review HubSpot activity log for any failed sync events
5. Re-authenticate the Gmail plugin against the correct BluePoint HubSpot account if mismatched

Related Context

This issue surfaced alongside a broader discussion of CRM hygiene and lead attribution for BluePoint. The team is also implementing ^[2] to track inbound calls by state, which will require clean HubSpot sync to function correctly.

Action Items

Source

Raised by Wade Zirkle in the ^[3] call. Transcript timestamp: ~57:44.