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
•  don’t 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