Connect and use HubSpot data sync

Written by Public API | Jan 1, 1970 12:00:00 AM

With HubSpot data sync, you can create a one-way or two-way sync between HubSpot and your other apps to unite all of your customer data in one platform.

Learn more about what apps use data sync.

Integration requirements

You must be a super admin or have App Marketplace permissions in your HubSpot account.

Connect the integration

In the search bar, enter the app name, then click the search result.
In the top right, click Install app.
In the dialog box, click Next, then log in to your app account.
Review the requested access permissions, then click Allow. You'll be redirected back to the app page in your HubSpot settings.

It's possible to connect more than one instance of the same third-party app to HubSpot. For example, if you're managing two Microsoft Dynamics accounts, you can connect and sync data from both accounts with one HubSpot account. To connect an additional account:

Click the name of the app.
Click Actions > Manage accounts.
In the right panel, click Connect another account.
Proceed with the steps to connect the app to HubSpot.

Turn on data sync

After connecting the app, you will need to configure your app settings and turn the sync on to begin syncing data between the two integrations.

Click the app.
Click Set up your sync.
On the Choose an object to sync page, select the object you want to sync, then click Next. Learn more about syncing contacts and leads to other apps.

Click Next.

Configure your sync direction

On the Configure screen, choose the sync direction and map the third-party app’s fields to HubSpot properties.

In the Choose your sync direction section, decide how you want data to sync from HubSpot to the third-party app, and vice versa. There are three options:

Data syncs between apps: all new and updated object information will be synced between the two apps. Properties will be merged for records that already exist in both platforms.
Data syncs only to HubSpot from your third-party app.
Data syncs only to your third-party app from HubSpot

In the Resolve data conflicts section, click the dropdown menu and select the default app that will overwrite the other when there are data discrepancies. If there’s no field value in the default app, no data will be changed in the third-party app. This setting does not overrule the sync direction selected in the Choose your sync direction section.

Customize your field mappings (Operations Hub only)

In the Map your fields section, review the default property mappings and set up custom mappings for properties from your third-party app with HubSpot. As you’re setting up the field mappings, take note of these restrictions:

Each property can only be mapped once.
Some property types cannot be synced (e.g. drop-down select, radio select, and checkbox properties).
Properties with multiple values cannot be synced in a custom mapping. This includes properties where each value has a label to differentiate between "home", "work" and "other", such as emails, phone numbers, and addresses.
If you're syncing read-only properties, the sync will default to a one-way sync depending on which field is flagged as read-only.
The third-party app’s API may prevent HubSpot from reading a property. This is due to the app’s API returning the data type inconsistently.

Review how HubSpot properties sync to third party app fields, and vice versa below:

HubSpot properties		Third party app fields
Text	⇔	Text
Number	⇔	Number
Date picker	⇔	Date picker
Datetime	⇔	Datetime
Date picker	⇔	Datetime
Datetime	⇔	Date picker
Single checkbox	⇔	Boolean

Additionally, the following fields in the third-party app can be mapped one way to any HubSpot text field:

Number
Date picker
Datetime
Single checkbox
In most apps, this is also true for: dropdown select, radio select, or owner fields.

The following HubSpot fields can be mapped one way as text to your third-party app's text fields:

Number
Date picker
Datetime
Single checkbox
Multiple checkbox
Dropdown select
Radio select
Calculation (number)
Score (number)

To set up a field mapping:

Click Add a mapping.
Use the dropdown menus to select the third-party app and the HubSpot property you want to map.
Click success Update.

To turn off custom mappings, click to toggle the switch off.

Set up your sync rules

On the Limit screen, configure how you want to sync records from HubSpot to your third-party app, and vice versa.

By default, HubSpot will only sync contacts that have a valid email address. To turn this off, in the Reduce the change of duplicates section, clear the Only sync contacts with an email address checkbox.

During the initial sync, HubSpot will compare both databases. When a match is detected, existing records will be updated. Data sync matches contact records by comparing the contacts’ email addresses, then the company email address, name, and domains.

For company records, data sync matches company records in each app based on either company name or domain name. For some connectors, the connector can only use name as the main identifier, as some apps don’t have a domain field.

Please note: when an app has both a company name and domain field, HubSpot will match two records if they have the same company name but a different domain, and vice versa.

In the Limit which records sync section, choose criteria to limit which records will sync from HubSpot to your third-party app, and vice versa.

Associate records

HubSpot attempts to maintain the same associations between records (e.g., companies associated with contacts, or deals associated with companies) when syncing with the original app you connected, whenever possible.

To view records associated with contacts syncing from your other app:

Click the Actions dropdown menu on any of your object syncs, then select Edit sync settings.
Click Configure.
In the Map your fields section, click the All mappings dropdown menu and select Association mappings.
You will see the record syncing from the third-party app and its association to the object.

Associated records will only be created if there’s a sync running for that same object. For example, if you have only a contact sync but no company sync, the associated company will not be kept in sync.

If a record has multiple company associations, only the primary company will be synced.

Review rules and start the sync

In the Review screen, review the rules you’ve configured, then click Save and sync. The initial sync will then begin to process.

After the initial sync is complete, records will sync within 10 minutes of a change.

Turn off data sync

You can turn off data sync to prevent records from the app from syncing from HubSpot, and vice versa.

Click the app.
Click the Actions dropdown menu and select Turn off sync.

In the pop-up box, click Turn off sync.

Once the sync has been turned off, you can turn it on again by clicking Edit sync settings, or delete the sync.

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