Why integrate Hubspot
- Sync your Hubspot activities with Salesmachine and enrich Salesmachine contacts and accounts with Hubspot fields.
- Sync your Salesmachine activities with Hubspot and enrich Hubspot contacts and companies with Salesmachine attributes.
How to connect
> Go to your Integrations
> Go to the section 'Connect external services' section
> Connect Hubspot
> Enter your API key
Once Hubspot is connected, you need to configure the synchronisation settings to enable the integration.
In order to identify which Hubspot's contacts and organizations refer to Salesmachine's contact and accounts, you need to define mapping attributes.
For contacts, we recommend to use "Email" as the mapping fields on Hubspot and Salesmachine.
For accounts, we recommend to use unique identifiers (IDs) as the mapping fields that you have both on Hubspot and Salesmachine.
Sync Hubspot attributes and activities to Salesmachine
Select the Hubspot's fields that should sync with Salesmachine at the contact and account level.
Sync Salesmachine attributes and activities to Hubspot
Select the Salesmachine's attributes that should sync with Salesmachine. Note:
You have to save the settings to activate the integration.
Hubspot attributes and activities are pushed to Salesmachine when there is a change on Hubspot contact or companies. We check for updates every 5 minutes.
Need to import Hubspot history to Salesmachine? Contact us.