Intent of the article:
In this article, you will learn the advantages of using the native integration of Salesgear + HubSpot.
What can you achieve by integrating HubSpot CRM and Salesgear?
Salesgear + HubSpot CRM is a 2-way integration with which you can automatically sync data on both the platforms simultaneously. Meaning - you can update data from Salesgear to HubSpot CRM and vice versa without any third party platforms.
Polling
The polling feature automatically imports contacts of a particular list from HubSpot CRM to Salesgear based on the specified timeline.
This means that whenever there is a contact added to the list in HubSpot, it will be automatically imported into Salesgear.
This saves you a lot of time, your productivity isn’t ruined, and reduces manual errors. Instead of manually updating two different systems, you can continue to focus on other significant tasks like closing deals.
Add tags
You can add tags in Salesgear to the imported HubSpot CRM to differentiate them from the other contacts.
Update contacts
You can also update the existing contacts in Salesgear automatically if there’s a change in HubSpot CRM.
Mapping of data between Salesgear & HubSpot CRM
Mapping is finding a match between the fields in HubSpot CRM and Salesgear. Meaning - you can match your fields in HubSpot CRM with any of the fields in Salesgear. This is how the values between the two systems are synchronized.
Sync Direction -
The sync direction allows you to choose the path of Salesgear and HubSpot synchronization. There are three options provided here -
Inbound → syncs data only from HubSpot CRM to Salesgear. Any changes to your contacts fields in HubSpot will be reflected in Salesgear.
Outbound → syncs data only from Salesgear to HubSpot CRM. Any updates in Salesgear contact fields will be reflected in HubSpot CRM.
Both directions → sync data simultaneously on both systems.
Note: HubSpot integration is available only in Pro plan.