...
You may also be interested in our Sugar-Hubspot Admin Guide for information on configuration and maintenance of the Sugar-Hubspot integration.
Before you get started
This guide assumes the following:
The Sugar-Hubspot integration has already been set up and configured in your SugarCRM instance.
Your SugarCRM admin has made the recommended layout changes to display fields that will be covered in this guide.
You have a SugarCRM user you can login with
Check with our SugarCRM admin if you have doubts about any of the above.
| Info |
|---|
Hubspot Login: Some areas of the integration will only be fully accessible to users who have a login to Hubspot. |
Managing Hubspot Information in SugarCRM
The Sugar-Hubspot integration
Sync to Hubspot Checkbox
Hubspot Score
Hubspot Contact Profile Dashlet
What is it?
Will appear empty on any Contact or Lead that has not yet been synced with Hubspot
Where does it appear and how to add it?
Hubspot iFrame
Add tip for best viewing experience
Benefits for Marketers
Explain here how marketing staff may want to leverage the integration by syncing down Sugar data points that they can use for more focused marketing strategies.