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)

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.

Follow these steps to install the Zip package to Sugar

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2. Configure Scheduled Jobs

The zip package adds 4 job routines, these need to be set up individually in the Sugar Scheduler so that they run regularly. We cover each jobs and its recommended run intervals below:

2.1. Hubspot: Add events to the Hubspot tracking table

• 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: Add events to the Hubspot tracking table

  • Status: Active

  • Job: All all syncing related contact from saved account to Hubspot tracking table

  • Interval: Every 1 mins (as often as possible)

• Click Save

2.2. Hubspot: Sync records related to synced Target Lists

• 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: Sync records related to synced Target Lists

  • Status: Active

  • Job: Mark all records related to Prospect List to Sync to Hubspot

  • Interval: Every 1 mins (as often as possible)

• Click Save

2.3. Hubspot: Mass Update Sync To Hubspot Field

• 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: Mass Update Sync To Hubspot Field

  • Status: Active

  • Job: Mass Update Sync To Hubspot Field

  • Interval: Every 1 mins (as often as possible)

• Click Save

2.4. Hubspot: Clean Old Synced Events from Tracking Table

• 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 Account 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.

Hubspot Bridge