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HubSpot Sync

HubSpot® synchronization is used to ensure that the CRM and HubSpot have the same information. Synchronziation can be bi-directional or in a single direction.

PortalID, ClientID and Secret Key are specified manually, but the token fields are populated using the Authorization process. The Refresh Token button is rarely used, but is helpful when testing. The CRM will automatically refresh the token as necessary.

Field Description
Enabled Flag to enable or disable synchronization.
Verbose Status When checked, verbose messages are logged with each event.
HubSpot PortalID The Portal ID comes from the HubSpot web site. It can be found in the upper right corner of the page.
HubSpot ClientID This value comes from the HubSpot Developer API site. You can register your own app or you can contact SplendidCRM support and use our app.
HubSpot Access Token This value is populated when you click the Authorize button.
HubSpot Secret Key This value comes from the HubSpot Developer API site. You can register your own app or you can contact SplendidCRM support and use our app.
HubSpot Refresh Token This value is populated when you click the Authorize button.
OAuth Access Token Expires This value is populated when you click the Authorize button.
Direction The direction of synchronization. (bi-directional, to crm only, from crm only)
Conflict Resolution The winning location when a conflict is encountered. (remote, local)
Sync Modules The CRM can synchronize Leads to HubSpot Contacts or Contacts and Accounts to HubSpot Contacts and Companies.