Configuration Set-Up Services are Required

Configuration Set-Up Services must be performed by Sugar Professional Services or a SugarCRM Implementation Partner. Please contact integrate@sugarcrm.com for more details.

Introduction

The Sugar Integrate for HubSpot integration enables the synchronization of lead information between the two systems, creating a closed loop lead-to-opportunity flow. With SugarBPM, the customer can also automate the routing of qualified leads to sales reps in Sugar through own more sophisticated routing rules. The Integrate workflows will provide sales visibility into a lead’s engagement history and synchronize account and opportunity information from Sugar to HubSpot

Capabilities

• HubSpot Contacts can be configured to sync to Sugar as a Lead based on lead score thresholds OR when checkbox field "Sync to Sugar" is checked, enabling faster sales response​.
  When Leads are converted to Contacts in Sugar, a “Sync to HubSpot” checkbox allows Sugar users to control what records are sent to HubSpot​.
  ​Sync between the systems runs every 15 min (changeable default setting) detecting changes, enabling HubSpot Contacts and Sugar Leads or Contacts to stay up to date with changes. Sugar system wins in the event of conflict.​
  ​A webhook allows to transfer new Contacts immediately after creation from HubSpot to Sugar.
• Accounts sync one way from Sugar for synced Contacts to HubSpot Companies. ​
  Configurable option​.
• Opportunities sync one way from Sugar for synced Contacts to HubSpot Deals.
  Configurable option.
  Sugar Opportunity types are also configurable​.
  
• HubSpot Engagements sync one-way from HubSpot to Sugar Tasks, providing holistic view of lead lifecycle.
  Configurable option.​
  HubSpot engagement types are configurable ( e.g. Notes, Calls, Meetings, Tasks) .
  HubSpot Contact must be synced in Sugar for their engagements to sync into Sugar​.
  Trigger is any synced Contact with HubSpot Engagements matching the configured types​.
  ​Synced Engagement records auto purged from Sugar DB after 6 months to reduce data growth​,
  

Integration Pre-requisites

• HubSpot instance with full API access​
• Sugar Sell v11.0 & above or Sugar Enterprise 11.0​
• Sugar’s HubSpot installable package – adding custom Sugar code and field(s) ​
• HubSpot fields creation (i.e., SugarCRM ID Fields)​
• Sugar Integrate license for HubSpot​
• Sugar dedicated user license for the integration

Limitations

• HubSpot has strict API limitations, e.g., 150 API calls/10 sec., 500k calls per day for Professional & Enterprise product tier. ​
• Based on volume of data changes, it may be necessary to run the integration less frequently to remain in compliance ​

Customer Set Up

Customer is responsible for configuring all fields required in Hubspot for the integration

Configuration Set Up

• Install Sugar module loadable package to add custom modules & fields required for integration (custom Sugar fields and dropdowns)
• Configure system credentials for HubSpot and Sugar to enable sync
• Set up of webhook for immediate transfer of new Contacts in HubSpot
• Configuration set-up, additional fields, workflow changes, and initial data load will require incremental services *Note: Configuration Set-Up must be purchased separately by Sugar Professional Services or a SugarCRM implementation partner.