We are currently internally building out an integration between Hubspot and Connectwise (we have Data Strategy and Apps Dev teams in house).
Until that process is complete, we need to manually duplicate contact and company changes across both systems.Does anyone know of a way in HubSpot to easily see (without manually viewing the details in each property) what changes to record properties have been made?We’d like to use that as a reference to inform what needs to be manually updated in ConnectWise. Before it comes up, the internal team prefers us NOT to use the data sync capabilities in the Operations Hub.
HubSpot support suggested we ask here. Any insight would be awesome!
Depending on which properties you want to track, you can access HubSpot via API endpoint, also there are some properties you don't see on the front end that are related to property change history. You can export your properties with their related object id's to sheets daily/weekly (depends on your case), and then use those sheets to update your fields.
Another way can be pushing your object property information to sheets (again daily/weekly) using HubSpot/ G-Sheets extension. You can use workflows to do this. This one is fairly easy but you are limited by the properties on the front end. Note that if you try to push too many things at once to your sheets, they will crush and stop working.
These are a bit sloppy ways but guess should work. Depending on your transition time, you might need more sophisticated solution. Hope this helps.
Depending on which properties you want to track, you can access HubSpot via API endpoint, also there are some properties you don't see on the front end that are related to property change history. You can export your properties with their related object id's to sheets daily/weekly (depends on your case), and then use those sheets to update your fields.
Another way can be pushing your object property information to sheets (again daily/weekly) using HubSpot/ G-Sheets extension. You can use workflows to do this. This one is fairly easy but you are limited by the properties on the front end. Note that if you try to push too many things at once to your sheets, they will crush and stop working.
These are a bit sloppy ways but guess should work. Depending on your transition time, you might need more sophisticated solution. Hope this helps.
