Tally for HubSpot
HubSpot CRM access — strictly CRM, never marketing.
Tally reads and writes CRM objects: companies, contacts, deals, and activities. Marketing, CMS, automation, and conversations endpoints are hard-blocked at the path-allowlist layer.
What Tally does with HubSpot
Tally connects to HubSpot to automate the data flow into your accounting stack — with explicit safety rules at every step.
CRM record search & retrieval
Searches and reads companies, contacts, deals, and pipelines. Returns linked records via the associations API.
Activity history
Reads notes, calls, and other activities on any CRM record. Useful for context when researching a customer or vendor.
Record creation & updates
Creates and updates companies, contacts, and deals. All writes are tagged with [Modified by Ballast-Tally] in the source field for traceability.
Activity logging
Logs notes and calls on records. Useful for capturing context from a Slack conversation back into the CRM.
Pipeline & stage visibility
Reads deal pipelines and stages so deal moves can be made with awareness of the full pipeline structure.
Association management
Creates associations between CRM objects (e.g., link a contact to a company, a deal to a contact). Read-only access to existing associations.
How it works
Setup is straightforward and auditable. No copy-pasted CSVs, no shared logins.
Authorize Tally in HubSpot
A Ballast accountant initiates the connection. Authorization happens through HubSpot's standard OAuth or API-key flow with the minimum required scopes.
Credentials encrypted at rest
Tokens are immediately encrypted with AES-256-GCM and stored in Tally's PostgreSQL database. Plaintext credentials never touch logs or error reports.
Tally pulls and normalizes data
Tally fetches data from HubSpot on a schedule, normalizes it, and ties it back to the corresponding records in QuickBooks Online.
Your accountant takes it from there
A Ballast accountant reviews exceptions, posts entries, and closes the books. You get monthly financials without lifting a finger.
Availability
This integration is provided to Ballast Consulting Group's accounting clients at no additional charge as part of their engagement. There is no per-seat fee, per-API-call fee, or per-integration fee billed to the client. The cost is included in your accounting fee.
Tally isn't sold separately. Access requires an active engagement with Ballast Consulting Group as your finance and accounting department. If you're interested in becoming a Ballast client, please reach out.
Security & compliance
Every Tally integration follows the same safety pattern. Here is how the HubSpot integration specifically is locked down.
CRM-only path allowlist
Only /crm/* endpoints are reachable. Marketing API (/marketing/*), CMS API (/cms/*), automation API, and conversations API are blocked at the application layer — not just by scope.
Minimum-scope OAuth
OAuth scopes are restricted to CRM objects read/write. Tally cannot request or use scopes for marketing, CMS, files, or automation.
Single-use refresh tokens
HubSpot refresh tokens are single-use — each refresh returns a new token that must be persisted atomically. Tally handles the atomicity to prevent token races.
Audit tag on every write
Every note, call, and CRM-object update has [Modified by Ballast-Tally] tagged in the body or source field. Auto-applied by the tool layer.
Encryption at rest
Refresh tokens and access tokens are encrypted using AES-256-GCM. Stored per-client in Tally's PostgreSQL database.
Token-loader buffer
Access tokens expire every 30 minutes. Tally's token loader uses a 120s buffer to refresh proactively and avoid races between concurrent requests.
Frequently asked questions
Can Tally send marketing emails or update marketing campaigns?
No. The /marketing/* paths are blocked at the path-allowlist layer. Tally has no scope or path access to marketing data.
Can Tally edit content on the HubSpot CMS?
No. /cms/* paths are blocked. Tally cannot edit pages, blog posts, knowledge base articles, or website content.
Will Tally's writes show up in HubSpot activity feeds?
Yes. Notes and call logs Tally creates appear in the activity feed of the associated record, tagged with [Modified by Ballast-Tally] for transparency.
What CRM objects does Tally support?
Companies, contacts, deals, pipelines, notes, calls, and associations. Other CRM objects (tickets, products, line items, tasks, etc.) are not currently supported but could be added.
How do I disconnect HubSpot?
Disconnect from Tally's settings page, or revoke the integration from your HubSpot account's connected apps page. Either action revokes the refresh token and deletes it from Tally's database.
Talk to Ballast about your books
Tally's HubSpot integration comes at no additional charge when Ballast runs finance and accounting for you. If you need a team that actually understands the systems your business runs on, get in touch.