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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 module layouts (optional)
The Hubspot plugin adds a number of fields to the Accounts, Contacts, Leads and Target list modules. Some of those fields are only required for storing background information for the sync however you may wish to display some of the fields on record, list or search layouts.
Accounts:
Consider adding the following fields to the Accounts record layout
Sync to Hubspot ← This field will confirm if the record has been synced with Hubspot or not. Checking the box will flag the record to be synced to Hubspot on the next sync run.
Contacts and/or Leads:
Sync to Hubspot ← This field will confirm if the record has been synced with Hubspot or not. Checking the box will flag the record to be synced to Hubspot on the next sync run.
Hubspot Score ← this field will display the Hubspot score for records that have been synced. Consider adding this to the Record, List and Search layouts.
User must be logged into Hubspot to view iFrame below ← this iFrame field will allows users who are logged into Hubspot to access the corresponding Hubspot contact from the Sugar Contact layout. Add this to the Contact Record layout.
iFrame Recommendation: For customers using Sugar 10 or later we recommend displaying Field Names “Above Field Values” for the best experience if you are using the Hubspot iFrame field on Contacts or Lead layouts.