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.
Before you get started
In order to complete the set up of your Sugar-Hubspot integration you’ll need to have the following:
Admin level login info for the target SugarCRM
A login for the target Hubspot account
An admin level login for the Faye Hubspot Bridge
Hubspot integration plugin for Sugar (zip file)
The Hubspot integration plugin for Sugar and the Faye Hubspot Bridge login details will be provided to you by FayeBSG. If you have not yet received these contact support@fayebsg.com.
Configuration of your integration will require changes in both your target SugarCRM instance and the Faye Hubspot Bridge. We will cover exactly what needs to be done in each in the following sections.
SugarCRM Configuration
This section covers the changes that need to be made in the target SugarCRM instance prior to enabling the sync with Hubspot.
1. Install Hubspot integration plugin for Sugar
Before enabling the sync with Hubspot it is necessary to install the Hubspot integration plugin for Sugar. This module loadable package will add new fields, custom hubspot dashlets and jobs that are necessary for the sync to function with Sugar.
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