The PB integration with Hubspot (HS) is different than Salesforce in that we don’t have a button inside of the CRM. We use the HS system to sync the data between the two systems. To connect with Hubspot, t start inside the PB application. Ppen My Account => 3rd Party integrations => Hubspot and follow the screens to connect.
Once the connection between the 2 systems is done, PB pulls your HS contacts into the PB contact manager. From that point forward, any changes made in HS to those contacts are pulled into PB and any changes to one of those contacts in PB is pushed into HS.
To use the dialer, start a dial-session from PB. The calls you make and the emails you send when using our system will get logged inside the contact in the HS system.
Custom fields can be mapped from Hubspot to Phoneburner, but it is limited at this time to text fields only.
A training video is available here:
Notes will appear like this:
NOTE - the syncing of changes has a roughly 15 minute lag. So for instance, changes done inside PB will not be pushed into HS for about 15 minutes.
Note: The account must be a team account in order to set the account owner and the folder for leads. If you need assistance with getting set up please Contact email@example.com