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
• Email
• 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