Deals and contact not syncing activity history

[waltercorredor]

Hi Hubspot community, can anyone guide me on something I can't figure out?

When I create a business manually and add the contact, right there it allows me to sync the activity for a certain amount of time.

• But what if I don't, can it be done again? I can't find that option. 

• And if it is done automatically via zapier or integromat, how can this synchronization be activated? Note: deals created via zapier or integromat are not syncing activity between contacts and deals.

[waltercorredor]

Hi @HubDoPete , thanks for your reply. And thanks @TitiCuisset for bringing him to the conversation.

The engagement zap is a great solution. I'll go this way while Zapier enhance their options or Hubspot allows to sync after deal is created.

Thanks both for your help.

[HubDoPete]

You're welcome @waltercorredor 

[HubDoPete · Accepted solution]

Hi @waltercorredor 

When using Zapier to create HubSpot deals, I recommend adding what context you can to the deal description.

Hopefully the HubSpot Zaps will be enhanced in future for greater options such as activity sync.

For now, I recommend adding what you can to the deal description.

If you have context information in the trigger that you can use, I also recommend adding a second Zap for HubSpot "Engagement". Use engagement to add a note or task to the timeline of the Deal, Company and Contact for extra context.

[TitiCuisset]

Hi @waltercorredor 

Thank you for reaching out. 

For your first question this is not possible at this stage to sync past activities in bulk after creating the record. I'd recommend upvoting this Idea in our Ideas Forum regarding this. You can also subscribe to the idea (Options > Subscribe) to get notified if the status changes. 

You can do it manually for some activities by following those steps. 

For Zapier and Integromat, I want to tag some experts here @HubDoPete @Bryantworks @lynton @Josh do you have any thoughts for @waltercorredor on this? 

Thank you!

Best

Tiphaine