1CRM-HubSpot Integration

1CRM HubSpot Integration


Connect and Create Lead

Create Lead and Convert to Contac, Account and Opportunity in Sugar

Create Call, Meeting, Task, Note, Email

The benefits of integrating 1CRM with HubSpot include:

  • generate leads in HubSpot

  • use 1CRM to Close the Sale

  • identify the most effective sources for leads

  • open-source code installed in 1CRM

  • easily map new custom 1CRM fields and HubSpot properties

  • does not require to send leads and contacts on third-party servers

Functionality:

  • connect 1CRM to HubSpot app by Oauth2 from 1CRM admin section

  • in the 1CRM admin section, configure fields mapping between 1CRM fields and HubSpot

  • Properties. Use default mapping or add a new mapping.

HubSpot to 1CRM

  • Contact created in HubSpot will create a Lead in 1CRM

  • When a Deal is related to Contact in HubSpot, the Lead in 1CRM will be converted to Contact, sand Account + Opportunity will be created and related to each other.

  • When a Company is related to Contact in HubSpot, the Lead in 1CRM will be converted to Contact and Account

  • – The company created in HubSpot will create an Account in 1CRM

1CRM To HubSpot

  • new Lead created in 1CRM will create a new Contact in HubSpot

  • converted Lead in 1CRM creates Company and Deal in HubSpot, all records related

  • new Contact created in 1CRM under Opportunity view will create a new Contact in HubSpot related to Deal and Company

  • deleted records from 1CRM will delete related records from HubSpot