Hubspot

Sync marketing contacts from Hubspot with your Freshsales leads and contacts

Not compatible in old look

Install available only on Desktop

Version : 1.0

Published by Freshdesk
over 1 year ago

in Marketing Automation

Help and Supportsupport@freshsales.io https://support.freshsales.io

Hubspot

Sync marketing contacts from Hubspot with your Freshsales leads and contacts

					        	This is a two-way integration where all marketing contacts in Hubspot is automatically synced with lead or contact in Freshsales. Click Connect to Hubspot to get started with the integration. In Settings, Choose the Hubspot contacts and Freshsales entities to be synced and fix the direction of sync (1-way or 2-way) for each entity. Choose whether new contacts in Hubspot should be created in Freshsales. In Field Mapping, choose the Freshsales fields that have to be mapped to the Hubspot fields. By default the direction of sync is fixed to what you chose for the entity. But you can change the direction of sync (1-way or 2-way) for each field. Check the sync details under Logs to know how many leads /contacts have been synced successfully or failed. Download error report to check failed records.
					        	
							To enable this integration,

1.Please click on Connect to Hubspot

2.Settings: 

Contacts sync:

  -If you want both leads and contacts to be synced to Hubspot, you can choose ‘Both leads & contacts’

  -If you want only your Freshsales Leads to be synced to Hubspot, choose ‘Leads’

  -If you want only your Freshsales Contacts to be synced to Hubspot, choose ‘Contacts’

 1.Choose the 'Direction of the Sync' that you want.

 2.Save the configuration and start mapping your fields.

Note: The sync happens twice a day.

The Logs tab shows your history of sync and the corresponding status.
							

Help and Supportsupport@freshsales.io https://support.freshsales.io

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