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, start inside the PB application. Open The custom account icon upper right/ from the drop down , select integration settings/ hubspot from the admin account 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.
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
Be sure to Map any new users added to a team in the hubspot set up so the contacts will pull into their account .
If you are changing mapping of fields or adding additional users, be sure to pause the integration, make your changes and restart it.
If you are not seeing the contacts in the users folders, be sure that person owns the contacts in hubspot (hubspot should show the contact owner's name and not "unassigned" or name that it is not mapped too), that you are you are expecting to see.
If you manually import contacts, and then connect Hubspot,you may end up with duplicates and only those that are pulled in via the Hubspot integration will update back to Hubspot. The source area in the contact must say "Hubspot" to have it be connected .
**NOTE: Hubspot integration only allows two phone numbers to be pulled in for a contact.