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The HubSpot for Sugar integration creates a bidirectional sync that offers the flexibility to produce and analyze your most dynamic campaigns and keep your records clean and up-to-date. By having access to all the advantages that both systems have to offer, you’ll gain insight into specific campaigns within HubSpot, as well as access to a contact or lead’s HubSpot activity within their record in Sugar.

About this guide

This guide covers all areas of the Faye Sugar-Hubspot integration that relate to set up and general administration of the integration. It is intended to be used by the CRM or Hubspot admin responsible for setting up or managing the integration between the two systems.

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For now All configuration steps required in SugarCRM are complete so you can move on to configuring the Hubspot Bridge.

Hubspot Bridge

This section covers the everything you need to know about working within the Faye Hubspot bridge. We begin by covering general navigation of the Bridge and then explore each section of the platform separately.

What is the Hubspot Bridge?

The Faye Hubspot-Sugar integration is the application that manages the synchronization of data between SugarCRM and Hubspot.

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When setting up the synchronization between Hubspot and SugarCRM all of the configuration and management is handled within the Hubspot Bridge including.

• Authentication to Sugar and Hubspot

• Sync direction

• Contact & account resolution

• Field mapping

• Statistics & logging

Naturally then as an administrator it is important you have an understanding of the configuration options available for the integration, how to monitor the sync and how to address issues should they arise.

Navigating the Bridge

Once logged into the Hubspot bridge you’ll arrive on the Dashboard screen. Below we’ll introduce some of major sections of the application.

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1. Links: The expandable Links section of the left side menu provides you with shortcuts to login directly to the SugarCRM or Hubspot instances that are configured.

2. Menu Options: Here you can switch between different areas of the Hubspot Bridge accessing the Dashboard, Field Mapping, Integration Logs and other useful information. Menu options may differ between Super and Regular admin user accounts.

3. Main Panel: The main panel will change to provide a contextual workspace depending on the area of the bridge are accessing, the screenshot above shows a section of the dashboard. Each section will be covered in detail later in this guide.

Dashboard

The dashboard provides you with a visual overview of sync activity across the past 30 days in either direction in addition to daily sync stats for the past 15 days. It allows you to quickly see the current state of the integration and identify any issues that might require your attention. It also provides shortcuts to mark Sugar records to sync on mass to Hubspot.

Last 30 Days

These graphics allow you to see at a glance how many records have synchronized in either direction in the past 30 days. The red sections of the graphic represent records that have not yet successfully synced to the CRM or Hubspot. These might represent an issue that needs your attention or simply that records are currently in the process of syncing.

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Mass Flag Sugar records to Sync

In order for a Sugar record to sync downstream to Hubspot it must have its “Sync to Hubspot” field checked off. This allows administrators and users to be selective in which Contacts, Leads and Accounts find their way into Hubspot.

The buttons provided on the dashboard allow you to check the “Sync to Hubspot” checkbox on all records of that kind from within the bridge so you don’t have to update those manually in Sugar.

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Integration Stats For Last 15 days

Daily statistics for the past 15 days are also displayed on the dashboard allowing you to see, by day, how many records or each kind have synced in each direction. Any high level errors will also appear here also.

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Integrations

The Integrations section is where the high level synchronization settings like sync direction configured for the sync, it is also where admins set up and authenticate the connections into SugarCRM and Hubspot.

The Integrations section is typically configured for you by your implementation partner who will work with you to gather the necessary details.

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1. Connection Settings:

   1. License Key: This key is provided by a member of the Faye team.

   2. License Information: Displays information relating to the License key you currently have listed.

   3. Hubspot API Key: This needs to be provided from the target Hubspot account that will be integrated with SugarCRM. Needed for the integration to connect to and authentication with Hubspot.

   4. SugarCRM Instance URL: The web address of the target SugarCRM instance that will be integrated with Hubspot.

   5. SugarCRM Username: Username of an admin level user in the target SugarCRM

   6. SugarCRM Password: Password of that same admin level user in the target SugarCRM

   7. Synchronization Frequency: Set here the frequency that the Hubspot bridge should attempt to synchronize for changes.

   8. Last Synchronized At: Shows the date and timestamp of the time the Hubspot bridge attempted to run the synchronization.

2. Synchronization Settings:

   1. Synchronize Accounts: Check this box if you wish to synchronise accounts (companies) between the two systems. Checking this option will provide additional selection choices:

      1. Sync Direction: Choose your sync preference for Accounts/Companies records.

         1. Bi-directional

         2. SugarCRM To Hubspot Only

         3. Hubspot To SugarCRM Only

      2. Master System:

         1. Hubspot

         2. SugarCRM

   2. Synchronize Leads and Contacts: Check this box if you wish to synchronise Leads and Contacts between the two systems. Checking this option will provide additional selection choices:

      1. Sync Direction: Choose your sync preference for Accounts/Companies records.

         1. Bi-directional

         2. SugarCRM To Hubspot Only

         3. Hubspot To SugarCRM Only

      2. Master System:

         1. Hubspot

         2. SugarCRM

      3. Sync Hubspot Contacts to Sugar: When hubspot contacts are synced to Sugar the bridge will attempt to match them to existing records in the Leads or Contacts module in Sugar depending on your selection here. If no match is found it will create a record of that type.

         1. Leads

         2. Contacts

      4. Hubspot Contact Lists: Check this if you plan to synchronize Sugar Target lists one way to Hubspot.

   3. User Settings:

      1. User Timezone: Select here your time zone preference for when looking at timestamps int he Hubspot Bridge dashboard and logs.

Once you are done configuring the settings in the Integrations area remember to click SAVE to apply the changes.

IMPORTANT: Saving the integration settings with the connections and synchronization settings enables will start the sync between the two systems immediately.

What happens when the sync starts?

The Hubspot Bridge will begin to synchronise records in the configured directions the next time eligible records are modified, i.e.

• Sugar Contact records flagged to “Sync to Hubspot” that are modified in Sugar after the settings were saved.

• Any Hubspot Contact modified in Hubspot after the settings were saved.