We have set up an integration with SugarCRM and our vision is to only sync back MQLs from HubSpot to Sugar for Sales to work with. They would land on Leads module and we can use the property Lifecycle Stage as identifier for Sales.
We recently enabled the HubSpot sync back to Sugar with the advise from Support to use a list membership as a filter to prevent records with other Lifecycle stages from syncing.
Unfortunately that does not work and we still get all matching records syncing to Sugar.
It looks like list membership as a filter can only be used for Salesforce integration.
Does anyone have experience on similar issue and found a workaround?
To address the issue of filtering only MQLs from HubSpot to sync with SugarCRM, especially given the challenge with list membership filters not working as intended, consider the following workaround options:
Custom Workflow or Automation Tool:
Use a third-party automation tool like Zapier, which can offer more granular control over what data gets synced between HubSpot and SugarCRM. These tools often allow complex filters and conditional logic that might not be directly available through standard HubSpot integrations.
Set up a custom script or workflow within HubSpot that tags or marks only MQLs and use this tag as a filter for syncing. You could use the HubSpot workflows to automatically assign a specific property value to MQLs that SugarCRM recognizes and syncs.
Modify the API Integration:
If you are using a direct API integration, modify the integration logic to check the Lifecycle Stage property before syncing records. This would require custom development work but offers complete control over the sync process.
Consult with a developer to adjust the API calls to include conditionals based on the Lifecycle Stage property.
Review and Adjust the Existing HubSpot to SugarCRM Sync Settings:
Double-check the configuration settings in both HubSpot and SugarCRM. There might be additional settings or overlooked options that can be adjusted to prevent unwanted syncs.
Sometimes, ensuring that both systems have matching and correctly mapped properties can help better filter the data.
Manual Segmentation and Export:
As a last resort, manually segment the MQLs in HubSpot and periodically export and import them into SugarCRM. This is less efficient but can be used temporarily while finding a more automated solution.
Each solution has trade-offs in terms of complexity, cost, and maintenance requirements, so you'll need to consider which option best fits your team’s capabilities and business needs. A combination of these might also be necessary for a robust solution. If you need a team to facilitate this, I am happy to chat offline about how our agency can help.
