Last updated: December 5, 2023
Available with any of the following subscriptions, except where noted:
All products and plans
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Connect your HubSpot and Sansan accounts to sync your business card information to your HubSpot account. This integration uses data sync.
Before you get started
Before setting up your integration, please note the following:- When connecting the integration, the user must have the following:
- You must be a super admin or have App Marketplace permissions in your HubSpot account.
- You need at least Operations Hub Starter to create any custom field mappings.
- It is recommended that a Sansan admin installs the integration as HubSpot is only able to view tags and contacts that the user installing the integration has access to.
- Both existing and any new contacts created or modified from the day the integration is installed will be synced after the sync has been turned on.
Connect the integration
To connect the integration:
- In your HubSpot account, click the Marketplace icon in the top navigation bar, then select App Marketplace.
- Search for the Sansan integration, and select Sansan in the results.
- In the top right, click Connect app, and log in to your Sansan account.
- In the dialog box, enter your Sansan API key and select the checkbox next to any public and shared tags you want to sync to HubSpot. It is only possible to sync public or shared tags, and HubSpot will sync up to 300 tags.
- Click Connect to Sansan. After connecting your integration, the sync will not start automatically. You must set up the sync and turn it on to begin syncing contacts between the two systems.
It is possible to connect more than one Sansan API key to your HubSpot account. To connect an additional API key:
- {{local.navIntegrations}
- Click Sansan.
- Click Actions > Manage accounts.
- In the right panel, click Connect another account.
- Proceed with the steps to connect the API key to your HubSpot account.
Set up the sync
When syncing your contacts, do note the following:
- This integration will sync both existing and any new contacts created or modified from the day the integration is installed.
- If you delete a contact in Sansan, it will not be deleted in HubSpot. To remove the contact from HubSpot, manually delete the contact.
- If you have multiple business cards with the same email address, they may not sync properly.
To configure your app settings and turn the sync on to begin syncing data between the two integrations:
- On the Configure screen, choose your sync direction and map Sansan’s fields to HubSpot properties.
- In the Map your fields section, review and modify default property mappings, turn off unwanted mappings, and set up custom mappings (Operations Hub Starter only).
- On the Limit screen, configure how you want to sync object records from HubSpot to Sansan, and vice versa.
- By default, HubSpot will only sync contacts that have a valid email address. To turn this off, in the Reduce the chance of duplicates section, clear the Only sync contacts with an email address checkbox.
- 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. If no filters are selected, all existing and new Sansan contacts will sync to HubSpot.
- 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.
