Integrations

Connect HubSpot and PieSync

Last updated: March 4, 2020

With PieSync you can connect HubSpot CRM objects with hundreds of other apps to create a two-way, real-time sync so your data is always up to date. Popular apps that PieSync allows you to integrate with HubSpot include:

PieSync have hundreds of apps that connect to HubSpot, you can view them here


Integration Requirements

To connect HubSpot and PieSync:

Set up the PieSync Integration

  • In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar, then select App Marketplace.
  • Use the search bar to search for the PieSync integration and click PieSync in the results. In the top right, click Connect app.
  • Review the required permissions, then click Grant Access.

piesync-permissions

  • Check the reCAPTCHA checkbox.
  • You will be sent an email with a code. Copy the code and paste it into the text box, then click Next to log in to your PieSync account.

    piesync-email
  • To complete the integration setup, create your first sync.

Connect an app from the HubSpot App Marketplace

  • In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar, then select App Marketplace.
  • In the left panel, select Data sync by PieSync. On the right, you will see all of the apps that PieSync connects to HubSpot.
  • Select the app you want to connect to HubSpot. In the top right, click Connect app.
  • If you have not already, you will need to connect your HubSpot account to PieSync
  • You will be directed to your PieSync account to complete the set up.

Connect an app with HubSpot from your PieSync Account

  • Log in to your PieSync account.
  • In the top right, use the search bar to search for HubSpot.
  • Select HubSpot CRM, HubSpot Marketing Hub or HubSpot Service Hub.
  • On the Choose your apps screen, search for the app that you want to sync with HubSpot, then click the name of the app.
  • On the Authorize your app screen:
    • Below the HubSpot app icon, click the dropdown menu and select your HubSpot account, then click Authorize.
    • Below the app you're syncing with, click Authorize [app name] and log in to your account.
    • Review the required permissions, then click Allow.

      piesync-authorize-app
  • On the Choose your contact type screen:
    • Click the Customer Data Type dropdown menus for each app and select the object you want to sync. For some apps, PieSync will automatically identify the object; for example, if you are syncing with Google Contacts, you won't need to select contacts here.
    • To continue to the next step, click Continue.

      piesync-contact-type
  • On the Configure your connection screen:
    • Select the direction of your sync, set if there will be a two-way sync or a one-way sync from one app to another. 

      Piesync-sync-direction
    • Set the criteria for when a record should sync, then set the sync action that is triggered. Use add filter and add actions to configure your criteria. To add an additional rule click Add another rule. Learn more about connection rules.

      piesync-connection-rules
    • Configure your Connection Settings to manage how your data will be synced:
      • The Avoid duplicates setting is automatically enabled, PieSync will exclude contacts without an email address from the sync.
      • Select the app that PieSync should default to if values don't match during the initial sync.

        piesync-connection-settings
    • In the Field Mappings section, PieSync will automatically match the properties in both apps. Toggle the switch for each mapping to enable or disable sync for those properties. You can also create custom field mappings.

      piesync-field-mappings
    • Once you have configured the connection settings, click Start Syncing Now to complete the setup.

Please note: if you have any questions on setting up this integration the PieSync Support team can be contacted at support@piesync.com. The HubSpot support team does not support this integration.

/integrations/connect-hubspot-and-piesync