What’s happening?
Last two weeks, we released a number of new integration with the HubSpot CRM platform.
- Insightly
- Campaign Monitor
- FreshBooks
- Zendesk Sell
- Front
- Follow Up Boss
- Clio Manage
- iCloud
- Drip
- Copper
- Pipedrive
- Sugar
- Freshdesk
These integrations were built by the HubSpot team using the new data sync feature available now in Operations Hub, our newest Hub that enables operations teams to bi-directionally sync data across business apps, build sophisticated automation actions, and ultimately help their companies run better.
Data sync by HubSpot makes manual data entry a thing of the past by syncing contacts between HubSpot and your other apps This feature also makes it easy to create and update new and existing contacts bi-directionally - in an easy, code-free package across your tech stack.
No more need to manually input and export client information in multiple systems.
When is this happening?
These integrations are currently live and available to all free and paid HubSpot accounts. Over the coming months, continuous improvements will happen and new integrations will be added.
You can read more about the integration in the HubSpot ecosystem marketplace via this link. HubSpot data sync is available on Operations Hub for free. The starter plan contains more custom field mappings. Operations Hub Pro include additional automation capabilities. More details on the Operations Hub pricing plans can be found here.
How can I install the integration?
- You must be a HubSpot Super Admin or have HubSpot App Marketplace permissions in your HubSpot account.
- Get started by navigating to the HubSpot Marketplace listing,
- Search for and select the app you want to connect. In the top right, click Connect app.
- In the pop-up box, log in to your app account.
- Review the requested access permissions, then click Allow.
- You will be redirected back to the app page in your settings.
For more details on how to connect both applications, please have a look at the data sync help article