The first step to Integrating HubSpot with Map My Customers is to select the record types (Objects) and users you want to sync.
When an integration is activated, the selected record types (Objects) will sync from HubSpot into Map My Customers. After the initial sync, any new records are added or updated in HubSpot will be synced on a regular basis.
Note: If you need a multi-directional sync please reach out to firstname.lastname@example.org to discuss a custom solution.
To set up your Integration Options:
- Navigate to the Integrations Options page
- Choose which Objects you would like to sync. You can sync:
- Or any combination of those four objects
- Then, choose which users you would like to bring into the system. Select corresponding usernames to bring specific users’ data from your CRM into MMC. Make sure to enable the sync for any user whose data you would like to bring over.
Note: Each User must be licensed in both Map My Customers and HubSpot. For instance, if your team has 100 Users in HubSpot but only 10 in MMC, we can only support records attached to those 10 licensed Users.
After finalizing your options, move on to Integration Mapping.