View the integrations sync card

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:

• Active Campaign
• Airtable
• Connectwise PSA
• Copper
• Intercom
• Microsoft Dynamics 365
• Mixpanel
• NetSuite
• Odoo
• Outreach
• Pipedrive
• Ouickbooks
• Salesloft
• Shopify
• Xero
• Zendesk
• Zoho CRM

The integrations sync card can be added to contact, company, deal, invoice, or order records in HubSpot. 

Please note: the integrations listed above sync with different supported objects. To view an integration's supported objects, navigate to the Shared 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. 

Enable features

To add the integrations sync card for Zoho CRM or Pipedrive:

• In your HubSpot account, navigate to Reporting & Data > Integrations.
• Click Zoho CRM or Pipedrive.
• Click the Feature Discovery tab.
• In the Enable extra features banner, click Enable. 

Add the sync card 

For contact, company or deal records you can customize the right sidebar of the record and add the integrations sync card. For invoices and orders, the preview panel will display information about the sync but it cannot be customized.

If you did not customize the right sidebar of your records, the integrations sync card will automatically be added to your records.

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 settings settings icon in the top 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.
• Click Save. 

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

To view the integrations sync card on contact, company, or deal records, click the record and scroll to the Integration sync card on the right panel.

To view the integrations sync card on invoice and deal records, click the record and review the card in the preview panel. 

You can view the following information on the integrations sync card:

• Syncing to: which integration record the HubSpot record is syncing with. Click the record name to open the record in your integration.
  
  

Please note: there is no link to view the record in the connected app for Mixpanel, Airtable, and Connectwise PSA. 

• Status: the status of the sync between HubSpot andr integration. Sync statuses include:
  • Up to date: the record is syncing successfully.
  • Sync not found: 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.
    
    
  • Unknown sync: 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.