Sync two Hubspot instances

[PvanHelden]

What is the best way to selectively sync two HS instances together. For example sync only deals (and associations) from one instance to another (automatically or on a trigger) 

[abhiladdha07]

Hi @PvanHelden,

To sync the data (deals, contacts) automatically between multiple HubSpot portals, you can achieve it easily using the miniOrange's Syncito - Data Sync app. You can find more details here.

You can contact the team directly as well at hubapps@xecurify.com with your complete requirements and they can help you out quickly with everything you need here.

Best,

Abhishek

[GhufranPervaiz]

To selectively sync two HubSpot instances, focusing on deals and their associations, follow these steps:

1. Create a Workflow: Set up a workflow in the source instance that triggers when a deal is created or modified.

2. HubSpot API Integration: Build an integration using the HubSpot API in both instances.

3. Selective Sync Logic: Implement logic in your integration to filter and transfer only specific deals based on criteria you define.

4. Data Mapping: Ensure accurate data mapping for deal properties and associations.

5. Trigger API Calls: Use the workflow to trigger API calls to the target instance, pushing relevant deal data.

6. Test and Monitor: Thoroughly test and monitor the sync process to ensure it works correctly.

This approach allows you to selectively sync deals and their associations between instances, automating the process based on your criteria.

[karstenkoehler · Accepted solution]

Hi @PvanHelden,

You would either use a third-party integration for this, such as multi-portal sync, or you would have to develop your own app based on the HubSpot API. Alternatively, depending on what exactly you'd like to achieve, you might be able to get this to work with connectors like Zapier or Make.

There aren't any out of the box capabilities that HubSpot offers natively.

Best regards!