HubSpot
Verified by FreshworksSync marketing contacts from HubSpot with your CRM contacts.
Published by Freshworks(about over 1 year ago)
By clicking on "Install", you acknowledge and agree that your access and use of this application will be governed by the developer's terms of service and privacy policy. Freshworks may share your contact and usage information with the developer.
This app allows the user to integrate their CRM contacts with HubSpot contacts. Any new contact created in the CRM can be created as a HubSpot contact through this app. The user can choose to update the data from the CRM to HubSpot or vice versa in the app. This app syncs contacts between HubSpot and the CRM in backend which means that the user is required to configure the app only once with their HubSpot credentials after which the data sync between HubSpot and the CRM is done seamlessly.
This app ensures that the latest data is always present in both the apps as it constantly updates the latest changes from the CRM to HubSpot and vice versa. The user can also map the fields in the way they wish from the CRM to HubSpot. For example, the user can choose which one of these 2 fields: work-email, personal-email should be synced as primary email in a HubSpot contact.
Features of the app:
• The user can configure the direction of sync from the CRM to HubSpot or vice versa or both.
• The sync happens seamlessly every 12 hours.
• The user can map the fields in the CRM to fields in HubSpot which means that the user has control over the transformation of data.
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To enable the integration,
1. Authenticate our app to access your HubSpot account by clicking on "Authorize to HubSpot" button.
2. You'll be redirected to Oauth page and you will be asked to give permission for our app.
3. Proceed to Settings when you’re done.
4. You are directed to the Settings section.
Settings:
• Choose the 'Direction of the Sync' that you want either from the CRM to HubSpot or vice versa.
• Save the configuration and start mapping your fields i.e., how should a field in the CRM be synced in HubSpot. For instance, if one of your fields is titled 'Name' in the CRM, should it be synced as 'FirstName' or 'LastName' in HubSpot?
Note: The sync happens twice a day.
6. The Logs tab shows your history of sync and the corresponding status.
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