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Automatically sync all your engagement activities performed in Salesgear to HubSpot
Automatically sync all your engagement activities performed in Salesgear to HubSpot
Premsanth Rajamani avatar
Written by Premsanth Rajamani
Updated over 2 years ago

Intent of the article -

This article explains how to sync engagement data from Salesgear to HubSpot.

Creating a single source of truth for your customer data is the key to making your tools and teams work together.

This offers better customer engagement experiences and with more experiences, your entire customer-facing operation can become more efficient. Sales and customer success can reach the right person with the right content at the right time.

Salesgear allows you to sync all your activities related to calls, emails, and tasks to your HubSpot CRM.

Here’s how you can sync activities from Salesgear to HubSpot CRM:

  1. Go to settings → integrations → HubSpot. If you haven’t integrated Salesgear with HubSpot, check out this article.

  2. Choose the ‘activity’ tab.

  3. Enable the toggle button for the activities that you’d like to sync to HubSpot CRM from Salesgear.

  4. Click ‘save changes’.

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