by techloyce

SugarHubSpot gives you the ability to sync Sugar Leads and HubSpot contacts in either direction. Includes advanced mapping criteria to sync the records just the way you need to.

Cancel at any time!
Free Trial

User Guide

After Installation process completed, you will have multiple locations to use Hub Spot functionality.

Hub Spot Module

This module will have two sub links
Hub Spot Mapping(Select the desired fields to map against properties in bidirectional way)
Hub Spot Syncing(Choose Synchronization plans)

14.jpg

Hub Spot Mapping

Click on Hub spot mapping to select fields to map Module name and two fields are static (e.g. Last name and email) rest can be added and select from dropdown.

15.jpg

16.jpg

17.jpg

Hub Spot Syncing:

You can choose sugar to hub to import sugar leads into hub spot contacts
You can choose hub to sugar to sync hub spot contacts into sugar leads.
Can choose two way sync to move leads sync with Hub’s contacts then back to Sugar leads for identical data

18.jpg

Hub to Sugar

By choosing Hub to Sugar and start syncing , synchronization process will began and you will move to leads after completing process to find newly added or updated contacts of hub Spot which are made as sugar leads.

19.jpg

Sugar to Hub Spot:

This time choose sugar to hub spot to add or update contacts on hub spot from sugar leads.
You can also change the defined mapping criteria between fields of sugar leads and hub spot contacts before starting synchronization.

20.jpg

21.jpg

Log in to hub spot and click on contact in header bar
You can find sugar leads as your hub spot contacts there.

22.jpg

Two way sync:

You can use this to make data identical between sugar leads and hub spot contacts.
This will first merge your sugar leads to hub spot contacts then get all contacts back to sugar leads.

23.jpg

After pressing “start Syncing” you can find identical data on sugar leads and hub spot contacts.

24.jpg

Saving Comment Saving Comment...

Keep up to date on the latest additions

We'll send you an email every month with handpicked add-ons, reviews, tricks and tips. Don't worry, we hate spam as much as you do.