SugarCRM to Hubspot Integration

SugarCRM Hubspot Integration


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

Hubspot one-time data import

  • The integration allows Hubspot one-time data import 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.

  • For privacy reasons, the integration does not require sending leads and contacts information on third-party servers. It can be installed on-site using existing on-premise cloud infrastructure.