#HubSpot

#What it is

HubSpot copies your contacts and deals into your own HubSpot account, one way. A new contact or deal appears in HubSpot, and a change here (a new email, a deal won) updates the same record there.

It needs a plan that includes CRM sync. Admins find it in the sidebar under Developer, HubSpot.

#The problem it solves

Sales teams that live in HubSpot should not retype every lead that arrives in a chat. With the sync on, the people who write to you and the deals your team opens show up in HubSpot by themselves.

#How it works

1. In HubSpot, open Settings, Integrations, Private Apps and create an app. Give it the scopes crm.objects.contacts.read, crm.objects.contacts.write, crm.objects.deals.read and crm.objects.deals.write, then copy its access token.
2. Open HubSpot here, paste the token and press Connect. The token is checked with HubSpot first and stored encrypted.
3. Under Deal stages, choose the HubSpot pipeline and where open, won and lost deals go. Left blank, HubSpot's default pipeline and stages are used.
4. Press Copy every contact and deal now to send what you already have. From then on, new contacts and deals, and changes to a contact's name, email or phone or to a deal's title, value, stage or dates, are copied by themselves.

#Good to know

• A contact with an email that already exists in HubSpot is matched to it, not added twice.
• Empty fields here never wipe what HubSpot holds.
• A deal is tied to its contact in HubSpot.
• Nothing comes back from HubSpot: edits made there are not copied here.
• If HubSpot refuses the token (it was deleted, or lost a scope), copying stops and the page says why. Paste a new token to start again.
• Disconnect stops copying. What was already copied stays in HubSpot.