With an Integration, you can sync your data from your HubSpot CRM on a regular basis to keep your records in Map My Customers up to date.
We currently support integrations with HubSpot with more supported CRMs coming soon. Articles in this section will go over how to set up an integration with HubSpot.
To access the Integrations:
1. Select "Integrations" from the Manage tab:
Here on the Integrations page, you will see any active integrations. To set up your integration, click "Add Integration.
The Integration set up process has 3 steps:
1. Select Sync Options
2. Create Field Mapping
3. Set Sync Frequency
Once completed, configured integrations will show on this page. There are 2 statuses for Integrations:
- Disabled: If you have just set up an integration or haven’t yet paid for an integration, the status will be disabled. Once you have purchased an integration, the sync will begin in 1 business day. The initial sync can take up to 24 hours or more depending on the number of records to sync
- Enabled: If your status is enabled that means that your initial sync has been completed and your integration is running
While any team owner can set up an integration, talk to sales at sales@mapmycustomers.me to activate the sync.
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