Specify lifecycle stages when syncing leads and contacts using HubSpot data sync
Last updated: January 20, 2023
Applies to:
All products and plans |
You can specify which leads and contacts should sync from HubSpot to your third-party app based on their lifecycle stage. This allows for more flexibility when syncing leads and contacts between HubSpot and your third-party app.
Please note: this is only available for apps that have both contact and lead syncing available.
- In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar. Under Manage, select Connected apps.
- Click the name of the app.
- Click Actions on either your contacts sync or leads sync.
- Click Edit sync settings.
- If syncing leads, in the Decide which HubSpot contacts will sync to [third-party app] as leads section, click the HubSpot dropdown menu to select which lifecycle stages contacts need to be in to sync to the third-party app as leads.
- If syncing contacts, in the Decide which HubSpot contacts will sync to [third-party app] as contacts section, click the HubSpot dropdown menu to select which lifecycle stage contacts need to be in to sync to the the third-party app as contacts.
Please note: if you're setting up both a contact and lead sync for the same app, any lifecycle stages selected for one sync will not be available for the other.
Learn more about connecting and using data sync.
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