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Integrations

Sync deals using HubSpot data sync (BETA)

Last updated: October 4, 2021

In Beta

Applies to:

All products and plans

With HubSpot data sync, you can create a two-way sync for deals between HubSpot and your other apps.

Learn more about what apps use data sync. Deal sync is not available for all apps. Any apps that sync deals will have the Deal object in the Shared data section of the app marketplace listing. 

Please note: you must be a Super Admin or have App Marketplace Access permissions in your HubSpot account. 

Connect the integration

  • In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar, then select App Marketplace.
  • Search for and select the app you want to connect to.
  • In the top right, click Install app.
  • In the dialog box, log in to your app account.
  • Review the requested access permissions, then click Allow. You'll then be redirected back to the app page in your settings.

Configure your sync settings

After connecting the app you will need to turn the sync on. 

  • 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 Set up your sync.
  • If you already have a contact or company sync set up, click Sync more data
  • On the Choose an object to sync page, select the object you want to sync. You can sync deal records on their own, however, it is recommended to first set up a sync for contacts and/or companies as this is required to set up associations with deal records.
  • Click Next

Set up sync rules

  • Click the dataSync dropdown menu to select how you want to sync your data between HubSpot and your other app. 

deal-sync-direction

If you do not wish for changes in HubSpot to affect your 3rd-party app’s deal pipeline, select dataSyncRight Data Syncs only to HubSpot.

Map your deal pipelines and stages

It is normal that pipeline stages will not automatically match across HubSpot and your third-party app. To ensure that the stages map with each other, either make changes in your HubSpot deal pipeline, your third-party app’s pipeline or remove any unmapped deal stages that do not align. Only deals in the mapped deal stages will sync. 

  • In the Map your deal pipelines and stages section, click the Choose a HubSpot pipeline dropdown menu to choose which HubSpot deal pipeline you want to sync with your third-party app.
  • Click Auto-map to automatically map HubSpot deal stages with your third-party app’s deal stages. The sync does a simple text search and attempts to map similar-sounding stages.
  • To map an additional pipeline, click Map another pipeline.

data-sync-mapping

If you’re unable to view deal stages from your other app in HubSpot, it is because of the following reasons:

  • The connected user account does not have the correct permissions to view the deal stages.
  • Data sync maps HubSpot deal stages with pipeline stages in your other app. If you have a non-standard sales process that does not rely on deal/opportunity stages, you will not be able to sync data using HubSpot data sync.

Set up additional filters and resolve data conflicts

  • In the Set up an additional sync filter (optional) section, click the Choose a filter dropdown menu to select filters that deals in your third-party app must meet to sync to HubSpot.
  • In the Resolve data conflicts section, click the Default to HubSpot dropdown menu to select which app will overwrite the other when there is a data conflict. A conflict only happens when the same field is edited on the same deal record in both apps within 5 minutes.  

Please note: if you choose to sync deals one-way between HubSpot and your third-party app, the Resolve data conflicts dropdown will default to the app that data is syncing from.

Deduplicate records

When deal sync is turned on, any records that meet the filter criteria will be synced immediately. Duplicate deal records are not automatically identified or merged. To separate duplicate records from your existing ones, create a new pipeline in HubSpot and select that pipeline when syncing deals. 

Associate records

If you’re syncing contacts, companies, and deals at the same time, associations between these records will be automatically created. The field mappings screen will show what associations will be created, if any, and which object in your third-party app that the association is being made with.

Delete records

The integration will not delete deals when they have been deleted in the other app. In order to make sure closed deals appear as such, include a deal stage mapping that helps HubSpot recognize these deals as closed. For example, map the Closed Won HubSpot deal stage with a similar Won stage in your third-party app.

data-sync-won

Learn more about how to customize your field mappings for your deal data sync.