topic Re: Freeagent integration only allows you to sync companies as contacts in Data Hub

Freeagent integration only allows you to sync companies as contacts

JPask — Mon, 09 Dec 2024 11:07:06 GMT

I'm trying to get Freeagent to sync all it's contacts into HubSpot however the integration will only allow me to select a Freeagent contact and sync that with a HubSpot contact.

The problem is that Freeagent calls everyone contacts even if they are companies so what I actually need to do is have a Freeagent contact sync with a HubSpot company but the option is greyed out and says it's not compatible. Is there a way to change this so the sync works correctly?

Re: Freeagent integration only allows you to sync companies as contacts

PamCotton — Mon, 09 Dec 2024 22:29:17 GMT

Hey @JPask, thank you for posting in our Community!

Investigating more about it, looks like the limitation you're encountering is due to the way FreeAgent structures its data. Since FreeAgent labels both individuals and companies as "contacts," the integration maps them to HubSpot contacts by default, not companies. As a workaround you can export your FreeAgent data and manually import companies into HubSpot using a CSV file. During the import, you can map the relevant fields to the company properties in HubSpot. (More information here)

To our top experts @TomM2 and @Mike_Eastwood do you have any recommendations for @JPask matter?

Thank you,

Pam

Re: Freeagent integration only allows you to sync companies as contacts

JPask — Tue, 10 Dec 2024 08:24:59 GMT

Hi Pam,

Importing the contacts only gets them into HubSpot the first time but doesn't allow for them to stay in sync. Is it possible for the integration to be updated to allow for HubSpot companies to be sync'd to Freeagent contacts? That way if I clean the data and import to HubSpot as you are suggesting then I could enable the sync back from Hubspot and Freeagent would be kept to to date with HubSpot.

Thanks,

Re: Freeagent integration only allows you to sync companies as contacts

vinayakjjw1 — Wed, 11 Dec 2024 11:31:19 GMT

Hi @JPask one way of doing this as suggested by @PamCotton is to use CSV and then import this data into HubSpot. But you are right, this will not keep your data in sync. You will have to do it manually.

However - here are another couple of methods you can consider to solve this problem:

Method 1: Using a third party tool

You can export data from Freeagent (manually or using an API Connector) to Google Sheets.
Use a 2-Way Sync data connector from Google Sheet for eg Superjoin, to HubSpot which automatically pushes this data back to HubSpot.
Setup an automatic export from Google Sheets to HubSpot daily.

Method 2: Using Zapier/Make

Tools like Zapier might be able to help. One challenge is that they can get costly

Method 3: Custom Integraion

If you have coding knowledge - You can consider building an integration with HubSpot using APIs from FreeAgent and HubSpot.

Re: Freeagent integration only allows you to sync companies as contacts

Nagarjoon — Tue, 17 Dec 2024 15:55:28 GMT

The issue arises because FreeAgent treats all entries as "contacts," while HubSpot distinguishes between "contacts" (people) and "companies." Unfortunately, the default integration doesn’t support syncing FreeAgent contacts to HubSpot companies.

To resolve this, you can create a custom integration using HubSpot’s API. This will involve mapping FreeAgent contact types to the correct HubSpot objects (e.g., syncing individuals as Contacts and companies as Companies). A middleware system can identify and differentiate these types during the sync process. Additionally, automation can be set up in HubSpot workflows to assign properties based on synced data.

Cloudify can help with a custom integration between HubSpot and FreeAgent, ensuring seamless data mapping and synchronization. Cloudify is one of the HubSpot Custom Integration Accreditation partners.

https://cloudify.biz/marketplace/products/hubspot-integrations

Re: Freeagent integration only allows you to sync companies as contacts

FransLeys — Thu, 02 Jan 2025 12:03:20 GMT

Have you tried playing around with the association field mappings? It's only a one-way sync but at least it can sync some (HS Company) data back into FreeAgent

Re: Freeagent integration only allows you to sync companies as contacts

JPask — Tue, 07 Jan 2025 09:26:36 GMT

Unfortunately this doesn't work because you can only bring Freeagent Contacts in to Hubspot Contacts, you can't simply choose to map a freeagent contact to the Hubspot company fields, if you could then it would solve the problem.

Re: Freeagent integration only allows you to sync companies as contacts

FransLeys — Tue, 07 Jan 2025 13:23:33 GMT

But it grabs the data from the associated company to the hubspot contact.

So essentially, via one single sync, you get data exchange of the following

FreeAgent Contacts <> HS Contacts

FreeAgent Contacts < HS Companies(associated-to-those-contacts)