PieSync Recipe: Sync HubSpot with Outlook

May 15, 2018
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Hubspot+Outlook

Recipe summary

  • Duration: between 5 and 10 minutes
  • Serves happy marketing and sales teams
  • Fills up as many connection slots as you have colleagues wanting to share their contacts
  • Tastes like Strawberry Pie.

Ingredients

Preparation

  1. In the PieSync dashboard, choose Outlook and HubSpot

  2. Configure your sync. With Outlook you will be syncing per Outlook folder. One folder will equal one sync. If you have multiple folders, you will need to create multiple syncs.

  3. A two-way real time sync requires two rules which are preconfigured for you. They read “IF a contact is in Office 365 Outlook.com and in Folder “Sellers” (or the folder of your choice) THEN sync the contact between Office 365 Outlook.com and HubSpot” and “IF a contact is in HubSpot THEN sync the contact between Office 365 Outlook.com and add to folder “Sellers”. This means all contacts in the folder “Sellers” in Office 365 Outlook.com will be synced over to HubSpot and all contacts in HubSpot will be synced over to Office 365 Outlook.com and added to the folder “Sellers”.

Screen Shot 2018-05-15 at 12.37.48

Bon Appétit!

About Claudia Martinez

Claudia helps the Marketing and Communications team to let our clients know what’s going on in PieSync by creating great content and managing our Social Media. She flew all the way from Venezuela to work with us. This retired surfer is full of energy and creativity.