HubSpot and OutboundEngine
If you're new to PieSync, this guide will you get started with the essentials.
When you sync OutboundEngine with HubSpot, you can customize the following three elements to your sync.
- Sync direction
- Connection rules
- Field mappings
There is no one typical use case, no one best practice that can be documented to sync HubSpot and OutboundEnging. We'll provide various different tips, rules, and field mappings for you to draw inspiration from. You don't have to use them all!
It starts by choosing the direction of your sync. Depending on how OutboundEngine and HubSpot are implemented in your org, you can consider three different settings.
- Most customers opt for a two-way sync, allowing records to be modified by PieSync in either system. This is the setup we see most commonly as it would enable contacts to move from HubSpot into OutboundEngine as well as the other way round.
- You could choose for a strict one-way sync. Imagine you only wanto to sync certain OutboundEngine contacts tagged in a certain way move into HubSpot, to have them assigned to the right owner in HubSpot. You don't want data flowing back. Ever.
- Of course there's the opposite way too. For example, a HubSpot List can define which data can move into OutboundEngine to become Accounts there. We will cover more possible filters in the next part on Rules.
On to the connection rules. These define which contacts are in scope of the sync. In a secondary use case, rules are capable of translating HubSpot states into OutboundEngine states or vice versa. Rules come with filters and actions.
With this setup, PieSync would create in OutboundEngine any newly created HubSpot contacts (1), as well as in fact create any existing HubSpot contacts (2). Once they are created or identified, it would update and keep those contacts in continuous sync (3). It would do the same in the other way round, requiring PieSync to identify which contacts are potentially already present in both systems.
Only in a rare number of cases would you want to run these rules in unfiltered fashion. Here are different rule examples - inspired by you, our customers!
note: Regardless of what rules start out with, they can still see data sync two-way.
Active list syncing
Make syncing dependent from an Active List in HubSpot. These Active Lists in themselves contain complex filters. We argue this is a best practice setup. It enables you to keep the sync rule setup simple and constant inside of PieSync. Merely changing the active list in HubSpot would allow other contacts to start - or stop - syncing.
Syncing stages with tags
Some two-way rules here that can be read in both directions, indicating that there is sales OutboundEngine happening in both platforms, so Lead status (HubSpot) and Tags (OutboundEngine) need to move in tandem!
The field mapping defines how contacts will sync. A huge time & lifesaver in PieSync is that most of these are automatically set for all basic contact fields that HubSpot & OutboundEngine share by default.
Typically it's best to keep these default field mappings all activated as they represent the essential contact attributes that you would not want to grow out of sync in any circumstance.
Customizable field mappings
Field mapping also includes ability to custom map both text fields as well as date & checkboxes fields. This is fully customizable not only before setting up a new sync, but it can also be modified for an ongoing sync.
PieSync is more than just a turnkey solution
Being able to sync HubSpot Marketing Hub or CRM with OutboundEngine aids in frictionless selling because it keeps the underlying contact data in sync, and saves time in manual import/export operations.
That ease of use & data consistency comes in handy as well when syncing contacts to a billing app, or a secondary CRM, a VOIP system, or even another dedicated marketing platform.
PieSync is not only a turnkey solution to sync HubSpot and OutboundEngine exclusively. In fact, it solves a data problem that goes beyond these two apps. On average, users tend to connect 3-4 applications all through PieSync.
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.