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Overview

The HubSpot integration keeps HubSpot and Nexudus in step. Updates to a HubSpot contact, company or deal update the matching customer, team or opportunity in Nexudus, and updates to customers and teams in Nexudus update HubSpot. The integration costs £50 per location a month (shown in your currency). You need a HubSpot account with your pipelines set up. You can use one HubSpot account for several locations, but connect each location separately.

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Connecting HubSpot

1

Connect your account

Go to Settings → Integrations → HubSpot, select Connect, sign in to HubSpot, choose the account, and allow access. Then turn on Enable HubSpot integration.
2

Choose which records sync

HubSpot accounts can hold a lot of records, so choose when each kind syncs to Nexudus: under Synchronize contact data only if, Synchronize company data only if and Synchronize deal data only if, pick a HubSpot property and the values that trigger a sync — for example deals in a particular pipeline.
3

Map your fields

On the Contacts, Companies and Deals tabs, find each HubSpot property you want to sync, select Not Mapped, and choose the matching Nexudus field. Names can differ — HubSpot’s company Company name is a team’s Name, and a contact’s Job title is a customer’s Position.
HubSpot settings Test by changing a field in Nexudus and checking HubSpot, then changing a deal stage in HubSpot and checking the opportunity in Nexudus.