Setup
Click on the "Click to connect"-button to set up access.
Activate sync of deletions for contacts and/or companies if you want that.
Add a default user to be the account manager on companies imported from Hubspot to Upsales. Leave blank to add no account manager on sync.
Workflow
Contacts
When a contact is created or updated in either system it is synced to the other.
The fields that are synced are:
- Name
- Phone number
Companies
When a company is created in either system it is synced to the other.
The fields that are synced are:
- Name
- Account manager (to Upsales)
Email campaigns
The app will periodically (with a 1-2 h interval) sync email campaigns from Hubspot to Upsales.
The following data is synced:
- Name
- Date
- Recipients
- Delivered emails
- Opened emails
- Clicked links
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