Last updated: March 30, 2021
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With HubSpot data sync you can create a one-way or two-way sync between HubSpot and your other apps.
Please note: if you are using PieSync to sync data with HubSpot already, you will need to pause the connection.
After connecting the app you will need to turn the sync on. You can configure a one-way or two-way sync for your data.
Decide what happens when a contact is updated in the other app or HubSpot.
There are four separate configurations you can select:
This configuration will sync all new and updated contact information from HubSpot to your other app.
This configuration will sync all new and updated contact information from your other app to HubSpot.
This configuration will sync all new and updated contact information from HubSpot to your other app and from your other app to HubSpot. For contacts that already exist in both platforms, their contact properties will be merged.
Sync filters can be used to limit the scope of the sync. It is recommended to apply a filter each time you set up a sync. The filters that appear in the dropdown menus depend from app to app.
To test out your sync, you can create a static list with a small number of contacts first before setting it live for all or a larger set of contacts.
When a contact is created or updated by the app, you can assign a HubSpot lifecycle stage.
Please note: this setting will not appear for all apps. It will only appear for apps that have leads.
By default, HubSpot will only sync contacts that have a valid email address. You can turn this off by clearing the checkbox.
The integration will not delete contacts when they have been deleted in the other app.
When you have two-way sync enabled there may be some data conflicts that will need to be resolved. For example, in HubSpot, the First name of a contact is Dave while in the other app the First name of that same contact is David. This is a conflict that will be resolved by looking at the defaulting app. If there is no value in the field in the defaulting app, no data will be removed from the other app.
Please note: this setting does not overrule sync direction.
The initial sync may take a while to run, when it is complete contacts will sync within 10 minutes of a change.
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