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Ross Peetoom

Ross Peetoom

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titleFIELDS ADDED BY PLUGIN

Accounts:

  • sync_to_hubspot_c

  • hubspot_id_c

  • hubspot_last_update_c

  • sync_to_hubspot_c

Contacts:

  • hubspot_id_c

  • hubspot_last_update_c

  • hubspot_portal_id_c

  • hubspot_score_c

  • hubspot_profile_url_c

  • hubspot_iframe_c

Leads:

  • sync_to_hubspot_c

  • hubspot_id_c

  • hubspot_last_update_c

  • hubspot_portal_id_c

  • hubspot_score_c

  • hubspot_profile_url_c

  • hubspot_iframe_c

Target Lists:

  • sync_to_hubspot_c

  • hubspot_id_c

  • hubspot_list_name_c

  • hubspot_last_update_c

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titleDASHLETS ADDED BY PLUGIN

Contacts Record Layout

  • Hubspot Contact Profile Activity

Leads Record Layout

  • Hubspot Contact Profile Activity

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titleJOBS ADDED BY PLUGIN

  • All all syncing related contact from saved account to Hubspot tracking table

  • Mark all records related to Prospect List to Sync to Hubspot

  • Mass Update Sync To Hubspot Field

  • Clean Old Synced Tracked Events for Hubspot Integration form Hubspot Tracking Events Table

Follow these steps to install the Zip package to Sugar

<ADD MORE HERE>

2. Configure Scheduled Jobs

The zip package adds 4 job routines, these need to be set up individually in the Sugar Scheduler so that they run regularly. We cover each jobs and its recommended run intervals below:

2.1. Hubspot: Add events to the Hubspot tracking table

  • From the top navigation bar choose “Create Scheduler” from the Sugar Scheduler module dropdown menu

  • Enter details of the scheduled job as below:

    • Name: Hubspot: Add events to the Hubspot tracking table

    • Status: Active

    • Job: All all syncing related contact from saved account to Hubspot tracking table

    • Interval: Every 1 mins (as often as possible)

  • Click Save

2.2. Hubspot: Sync records related to synced Target Lists

  • From the top navigation bar choose “Create Scheduler” from the Sugar Scheduler module dropdown menu

  • Enter details of the scheduled job as below:

    • Name: Hubspot: Sync records related to synced Target Lists

    • Status: Active

    • Job: Mark all records related to Prospect List to Sync to Hubspot

    • Interval: Every 1 mins (as often as possible)

  • Click Save

2.3. Hubspot: Mass Update Sync To Hubspot Field

  • From the top navigation bar choose “Create Scheduler” from the Sugar Scheduler module dropdown menu

  • Enter details of the scheduled job as below:

    • Name: Hubspot: Mass Update Sync To Hubspot Field

    • Status: Active

    • Job: Mass Update Sync To Hubspot Field

    • Interval: Every 1 mins (as often as possible)

  • Click Save

2.4. Hubspot: Clean Old Synced Events from Tracking Table

  • From the top navigation bar choose “Create Scheduler” from the Sugar Scheduler module dropdown menu

  • Enter details of the scheduled job as below:

    • Name: Hubspot: Clean Old Synced Events from Tracking Table

    • Status: Active

    • Job: Clean Old Synced Tracked Events for Hubspot Integration form Hubspot Tracking Events Table

    • Interval: Every 1 mins (as often as possible)

  • Click Save

3. Add Hubspot fields to

Hubspot Bridge