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HubSpot and Intercom

Sarah Mouton

Are you using HubSpot & Intercom side by side? Did you wish they play nice with each other? You’re not alone.

PieSync’s sync engine helps you create an intelligent connection between HubSpot and Intercom… and more than 240+ other cloud-based apps in real time.

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.

Curious to read more about what objects PieSync can sync? Click here.

Step 1: Select Intercom and HubSpot.

PieSync offers over 200 apps that you can connect with each other. In the top right corner you can search for the apps that you need.

HS intercom select apps

Step 2: Authorize Intercom

We simply ask your login details and your permission. When adding a new Intercom account for PieSync to connect, you'll see a new window pop up asking you to login to your Intercom account, and then to authorize the PieSync integration.

If you already authorized Intercom account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your CONNECTED ACCOUNTS.

Intercom authorize

Step 3: Authorize HubSpot

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.

Step 4: Select your Customer Data Type

Below you will see the example of Contacts and Leads since this is a common use case.

More information about our Accounts to Accounts sync can be found here.

HS intercom type of contacts

When should I select a data type? Some applications support multiple contact objects or company objects. In that case, we'll ask you to select the right object.

Step 5: Configuration

Connection Rules

Once you authorized  Sendinblue and HubSpot, you tell PieSync how we should keep your contacts data in sync. By default, PieSync proposes a two-way sync with a drop-down to allow for one-way syncs (do I need one-way or two-way?).

HS Intercom 2way arrows

A two-way sync starts off with 2 rules. Each rule fulfills the conditions of each side of the sync. PieSync looks at all the data stored on each side, so you can define exactly what data needs to move from one side to the other.

HS Intercom all to all rules

If you need a simple all-to-all sync, this is all you need to set up (ie. don't change anything to the default setup). Starter plans are limited to two of these rules, but the Pro plan allows for more.

However, through PieSync you can and you should tweak the sync so that not only contacts get synced, but you also respect the segmentation, tags, owners, person stages, custom attributes, subscription status, ... of the apps that the contacts live in. In a PieSync rule, you can choose to add a filter and add actions to syncs. 

HS intercom rules added

What you can do depends from app to app. Typically, in the if-clause you define a segment of your contacts. In the then-clause, you perform actions such as adding the contacts to the counterpart of that same segment in the other app. Combine this with other actions you can perform as a result of a sync, and the possibilities are truly endless.

[IF] Supported Conditions/Filters
  • TAGS
  • SUBSCRIPTION STATUS
  • FIELD VALUES (INCLUDING CUSTOM FIELDS)
  • ALREADY EXISTING IN APP YOU SYNC WITH

HS Intercom dropdown rules

[THEN] Supported Actions
  • ADDING/REMOVING TAGS
  • SUBSCRIBING TO/UNSUBSCRIBING FROM EMAILS
  • UPDATING FIELD VALUES (INCLUDING CUSTOM FIELDS)

HS Intercom actions rules

Connection Field Mapping

HS Intercom default fields

Two fields that are kept in sync by PieSync, without explicitly requiring the user to choose them. These are built-in mappings between standard fields that exist in both applications you are keeping in sync. Sendinblue only has a limited number of default fields therefore we only map email and SMS

As of the Pro Plan, you are able to customize the default field mappings and you are also able to add your own field mappings. Any user-created mapping is also often referred to as the "Custom (Field) Mapping".

More questions?

Don't hesitate to let us know if you have any further questions. Reach out to support@piesync.com

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