Hubspot
Sync and enrich deals, contacts and accounts and more
Overview
Sync CRM data bi-directionally between HubSpot and Planhat in real-time.
How it works
All objects can be synced bidirectionally with fully custom field mappings and configurations. Independent sync sections can be configured between HubSpot and Planhat objects to map specific fields and define filters for data to be synced in each direction. Most commonly, Planhat's HubSpot integration is used for bidirectional sync of Companies, syncing Planhat Licenses and Opportunities with Hubspot Deals, and bidirectionally syncing Notes, Tickets, and Tasks.
Configure
Authorized Planhat users can connect their HubSpot instance using the Integrate tab. For a step-by-step setup guide, see our Help Center. Note that you will need to have the requisite access permissions in Salesforce to initiate the connection.
