by Polar Strategy

Empower your sales team by integrating with HubSpot. Our plugin provides bi-directional syncing with HubSpot. Push only hot leads to SugarCRM and make your sales team a part of a HubSpot campaign right from within SugarCRM.

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Installation Guide

Installing the Add-on

1. HubSpot License Management

  • In Administration go to “HubSpot License Management”
  • Enter License Key and Validate it.
  • Choose users that should have permissions to use Integrator features.
    hubspot_license.PNG

2. HubSpot Configuration

  • In Administration go to “HubSpot Configuration”
  • Set up HubSpot API Key
  • Test the settings (Credentials validated message will pop-up) save settings
    hubspot_config.PNG

3. Step 3: HubSpot Field Mapping Configuration

  • In Administration go to “HubSpot field Mapping Configuration”
  • Select the module to be mapped (Leads or Contacts) from the dropdown
  • Map the fields of HubSpot with SugarCRM fields.
  • Save the settings
    contact_field_mapping.PNG
    leads_field_mapping.PNG

4. Rebuild views for HubSpot

In Administration go to Repair->Quick Repair & Rebuild. Click Quick Repair & Rebuild

5. Synchronize records with HubSpot

In Administration go Schedulers. Create new records for the Schedulers. Add Job “function::sugar_to_hubspot_sync_job” and “function::hubspot_to_sugar_sync_job” to the schedulers. Make sure it runs every 5-10min.
hubtosugar.PNG
sugartohub.PNG

For this functionality you have to have Sugar Scheduler properly configured in crontab, for instance:
*    *    *    *    *     cd ; php -f cron.php > /dev/null 2>&1

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