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SugarCRM HubSpot Integration Setup

Step 1: if you don’t have the SugarCRM module loader, please contact us here. 



Step 2: install the SugarCRM HubSpot module in SugarCRM using the SugarCRM Module Loader. Please follow the steps below:



Step 3: connect the SugarCRM instance with HubSpot:



 

Step 4: if required, configure the SugarCRM Custom Fields mapping with HubSpot Custom Properties:

 


Step 5: Create Lead and Convert to Contact, Account and Opportunity in SugarCRM:

 


Step 6: Create Call, Meeting, Task, Note, Email:

 


Uninstall the Module Loader in SugarCRM:

data previously synchronized will not be affected

 


Uninstall the APP in HubSpot Portal:

data previously synchronized will not be affected

 

Our clients

426 W Hillsboro Blvd.,
Deerfield Beach.
FL 33441

Feel free to reach out to us any time. You can use any of the means below

Phones:

+1 (954) 953 55 44

+61 (480) 020 003

E-mail:

dan@danmarcrm.com

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