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Consider adding the following fields to the Accounts record layoutAccount layouts:
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:
Consider adding the following fields to Contact or Lead layouts:
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.
Target Lists:
If you plan on syncing Sugar Target lists to Hubspot we recommend adding the following field to Target List layouts:
Sync to Hubspot ← This field will confirm if the Target List has been synced with Hubspot or not. Checking the box will flag the Target List to be synced to Hubspot on the next sync run. Doing this will automatically flag all Contacts, Leads and Accounts associated to the Target list to sync to Hubspot also.
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.
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