SugarCRM to Hubspot integration
Close the loop between marketing and sales
The benefits of integrating SugarCRM with HubSpot include:
- generate leads in Hubspot
- use SugarCRM to Close the Sale
- identify the most effective sources for leads
- open-source code installed in SugarCRM
- easily map new custom SugarCRM fields and Hubspot properties
- does not require to send leads and contacts on third-party servers
Functionality:
- connect SugarCRM to Hubspot app by Oauth2 from SugarCRM admin section
- in the SugarCRM admin section, configure fields mapping between SugarCRM fields and Hubspot
- Properties. Use default mapping or add a new mapping.
Hubspot to SugarCRM
- Contact created in Hubspot will create a Lead in SugarCRM
- When a Deal is related to Contact in Hubspot, the Lead in SugarCRM will be converted to Contact, and Account + Opportunity will be created and related to each other.
- When a Company is related to Contact in Hubspot, the Lead in SugarCRM will be converted to Contact and Account
- The company created in Hubspot will create an Account in SugarCRM
SugarCRM To Hubspot
- new Lead created in SugarCRM will create a new Contact in Hubspot
- converted Lead in SugarCRM creates Company and Deal in Hubspot, all records related
- new Contact created in SugarCRM under Opportunity view will create a new Contact in Hubspot related to Deal and Company
- deleted records from SugarCRM will delete related records from Hubspot