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 iconmarketplace 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 HubSpotcontactswill sync to [third-party app] asleads 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.