HubSpot Support
Connect HubSpot
2. Open HubSpot in the sidebar and click Connect HubSpot.
3. Choose your HubSpot account and approve access to contacts.
4. You will return to Syncrasy showing Connected.
Existing HubSpot contacts are imported as clients. This can take a few minutes. Contacts need a first or last name to import.
How data flows
HubSpot → Syncrasy
Contacts are imported as clients. First and last names stay in sync. New, renamed, and deleted contacts in HubSpot are reflected in Syncrasy.
Syncrasy → HubSpot
When you create a client in Syncrasy, a matching contact is created in HubSpot.
On the HubSpot contact
A Syncrasy card shows that client's overview when you open the record. The overview is displayed in HubSpot; it is not written into contact properties.
Email, phone, company, deals, notes, and custom properties are not synced. Relationship notes stay in Syncrasy.
Use Syncrasy with HubSpot
Capture relationship intelligence
1. In Syncrasy, open Clients.
2. Open a client that came from HubSpot.
3. Add a note by typing, or record a short voice note.
4. Syncrasy updates the client profile from that note: preferences, stories, recent conversations, life events.
Anyone on your team can then read a briefing in about 20 seconds before the next call or meeting.
See the overview in HubSpot
1. In HubSpot, open a contact that has been imported into Syncrasy.
2. Find the Syncrasy card on the contact record.
3. Read the overview.
4. Click Open in Syncrasy if you need the full profile.
Disconnect
In Syncrasy, open HubSpot and click Disconnect. You can also uninstall the app in HubSpot.
Disconnecting stops the sync and removes HubSpot-sourced clients from Syncrasy. HubSpot contacts are not changed or deleted. Clients created only in Syncrasy stay in Syncrasy. The overview card on HubSpot contacts will no longer load.
To use the integration again, reconnect from HubSpot in Syncrasy.