Sugar-Hubspot User Guide
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 explains how to leverage the Faye Sugar-Hubspot integration for Sugar users. It is intended to be used by the Sales, Marketing or other users in the CRM who would benefit from the tools the integration provides.
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.
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.