GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.
HubSpot CRM is part of the HubSpot family and is a highly efficient CRM tool, allowing you to stay on top of your customer relations. Automation and detailed customer information are vital features that eliminate manual work, so you and your team can save a lot of time and focus on important goals! Did we already mention this CRM is free?
All HubSpot customers (including free users) are eligible for a 25% discount on any PieSync plan. Sign up for a free trial to receive your discount.
Supported HubSpot CRM Integrations
Authorizing HubSpot CRM
All HubSpot plans are able to set up a PieSync connection.
For HubSpot CRM, we need you to first log in to your HubSpot CRM account in a separate window or tab, and copy your "Hub ID", to be found in the top right corner. When you click 'Authorize HubSpot CRM', a pop-up window appears with a request to enter this ID, followed by a window asking you to authorize your account.
If you already authorized HubSpot CRM in the past or in any other PieSync integration, you'll be able to skip this step and choose from your CONNECTED ACCOUNTS.
Choose your contact type
Distinguish between Contacts and Companies before proceeding to the configuration page.
Learn about our contact sync below.
- More in-depth info about syncing Leads can be found here.
- More in-depth info about our Company to Company sync can be found here.
[IF] Supported Conditions/Filters
- Status in list
- Status in group
- Opt in/out from emails
- Fields (including custom fields)
- Already existing in app you sync with
- Hubspot Score
- Lead Status
- Lifecycle stage
- Predictive lead score
- Custom fields
[THEN] Supported Actions
- Adding/removing from list
- Updating status
- Update fields (including custom fields)
- Update Lifecycle stage
Get inspired by this recipe that exchanges marketing qualified leads between Hubspot and Pipedrive CRM
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard HubSpot CRM fields being mapped. For instance, a connection to Google Contacts will look something like this:
PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B
Customizable Field Mapping
You can custom map your HubSpot CRM custom fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible. More information on Customizable Field Mapping here.
There are no supported HubSpot CRM integrations on the PieSync platform, that support our Unsubscribes/Deletions Sync*.
The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes here or on Deletions here.
You have the ability to opt contacts out of marketing emails via PieSync by using the rule shown below:
More information about this can be found here. It's important to keep in mind that this action can't be undone once performed and it can only be done if the user has Marketing permissions.
Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - email@example.com. Don't forget to read our blog for the latest in productivity, apps, and technology!