SugarCRM to HubSpot Integration
SugarCRM HubSpot Integration
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Connect and Create Lead
Create Lead and Convert to Contact, Account and Opportunity in Sugar
Create Call, Meeting, Task, Note, Email
The benefits of integrating SugarCRM with HubSpot include:
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generate leads in HubSpot
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use SugarCRM to Close the Sale
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identify the most effective sources for leads
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open-source code installed in SugarCRM
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easily map new custom SugarCRM fields and HubSpot properties
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does not require to send leads and contacts on third-party servers
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Functionality:
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connect SugarCRM to HubSpot app by Oauth2 from SugarCRM admin section
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in the SugarCRM admin section, configure fields mapping between SugarCRM fields and HubSpot
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Properties. Use default mapping or add a new mapping.
HubSpot to SugarCRM
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A Contact created in HubSpot will create a Lead in SugarCRM.
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When a Deal is related to a Contact in HubSpot, the Lead in SugarCRM will be converted to a Contact. Then the Account + Opportunity related records will be created and related to each other.
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When a Company is related to a Contact in HubSpot, the Lead in SugarCRM will be converted to a Contact and an Account.
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– The company created in HubSpot will create an Account in SugarCRM.
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The Custom HubSpot Objects are also supported for synchronization with standard or custom SugarCRM modules, including their relationships (associations).
SugarCRM To HubSpot
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A New Lead created in SugarCRM will create a new Contact in HubSpot
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A Converted Lead in SugarCRM creates the Company and Deal in HubSpot (all records related).
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A New Contact created in SugarCRM under the Opportunity view will create a new contact in HubSpot related to the Company and Deal.
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SugarCRM calls, meetings, tasks, notes (including attachments), and emails sync to their respective objects in HubSpot.
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The integration allows HubSpot one-time data imports to any of its modules (like Contacts, Companies, Deals, and their association from various data sources, including SugarCRM).
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SugarCRM calls, meetings, tasks, notes (including attachments), and emails sync to their respective objects in HubSpot.
HubSpot one-time data import
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The integration allows HubSpot one-time data imports to any of its modules (like Contacts, Companies, Deals, and their association from various data sources, including SugarCRM). Custom properties are supported for the import.
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For privacy reasons, the integration does not require sending leads and contacts information on third-party servers. It can be installed on-site or use on-premise cloud infrastructure.
Pricing model
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Synchronize Contacts, Companies, Deals with Leads, Contacts, Accounts, Opportunities – $149 Monthly fee + one-time charge of $499 includes up to 6 hours of onboarding and initial configuration
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Sync Contacts,Companies,Deals,Calls,Meetings,Tasks,Notes,Emails – $199 Monthly fee + one-time charge of $699 includes up to 8 hours of onboarding and initial configuration
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One-time Import $799 includes up to 8 hours of initial configuration and data import.