The integrations sync card gives you an accurate view of the sync status between HubSpot records and your integration. The integration sync card is currently available for the following integrations:
Microsoft Dynamics 365
Please note: the integrations listed above sync with different supported objects. To view an integration's supported objects, navigate to theShared data tab on the integration listing page in the App Marketplace.
The integrations sync card shows your record syncing status, including:
Whether the record is currently syncing with your integration
The last time the record synced
Which integration record the HubSpot record is syncing with
Below, learn how to add and view the sync card on your CRM records.
To add the integrations sync card for Zoho CRM or Pipedrive:
In your HubSpot account, click the Marketplace iconmarketplace in the main navigation bar. Under Manage, select Connected apps.
Click Zoho CRM or Pipedrive.
Click the Feature Discovery tab.
In the Enable extra features banner, click Enable.
Add the sync card
You can add the integrations sync card to contact, company, deal, invoice, and order record in HubSpot. For contact, company or deal records you can customize the sidebar. For invoices and orders, the preview panel will display information about the sync but cannot be customized.
If you customized the right sidebar of your records, add the Integrations sync card to the right sidebar for each object type:
In your HubSpot account, click the settingssettings icon in the main navigation bar.
In the left sidebar menu, navigate to Objects, then select the object for which you’d like to edit the right sidebar.
Click the Record customization tab.
Click Customize the right sidebar.
In the right panel, click Edit default view.
Click Add card > Integration sync.
If you have multiple integrations connected to your account, or multiple objects syncing to one object (for example, NetSuite Individuals and NetSuite Contacts both syncing to HubSpot contacts), you will see an integration sync card for each sync type.
View the sync card
After the Integration sync card has been added to your records, you can view the following information on it:
Syncing to: which integration record the HubSpot record is syncing with. Click the record name to open the record in your integration.
Status: the status of the sync between HubSpot andr integration. Sync statuses include:
Up to date: the record is syncing successfully.
Sync notfound: the integration is active, but currently the HubSpot record is not syncing with the integration.
Sync off: sync is turned off in the integration settings page.
Record not syncing: the record is not syncing due to an error. For more information, hover over the sync status, or click the sync status to navigate to the sync health page.
Unknownsync: the record is syncing with the integration, but sync health information is not available.
Record excluded: the record is part of an excluded bucket. For more information, hover over Sync status.
Last updated: when data was last synced between HubSpot and the integration.
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