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Legacy HubSpot Integration: Syncing Your Contacts

Margaret
  • Updated

Business users cropped.png

 

With a HiHello Business or Enterprise account, you can use our Hubspot integration to easily add your HiHello contacts to your Hubspot account.

 

 

Enabling the Hubspot Integration

To sync your HiHello contacts with your Hubspot account:

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  • Navigate to the Integrations tab and click Connect next to the Hubspot integration:

Connect Hubspot button.png

  • Choose your Hubspot account:

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  • Click Connect App:

Connect app button.png

  • Use the toggles in HiHello to select which contacts you would like to export to your Hubspot Account:

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Contacts in HiHello are associated with specific business cards. For example, clicking the toggle for the Lee card in the image above will sync all of the contacts that are associated with the Lee digital business card.

  • If you want to sync all of the contacts for your organization, be sure that you are logged into the admin profile rather than your personal profile and then turn on the toggles for every team member's card.

 

Disabling the Hubspot Integration

If you choose to stop syncing your contacts from HiHello to Hubspot, you can disable the integration at any time. To disable your Hubspot sync:

Admin settings icon.png

  • Navigate to the Integrations tab
  • Select your Hubspot integration
  • Click Disconnect below the table of cards

After you disconnect your Hubspot account, your HiHello contacts will no longer automatically sync to your Hubspot account, however, any previously synced contacts in Hubspot will not be removed.

 

 

Frequently Asked Questions

  • What information will be synced from my HiHello account to my Hubspot account?
    • The following contact fields will sync to your Hubspot account:
      First name
    • Last name
    • Company
    • Phone (the first one listed)
    • Email (the first one listed)
    • Website (the first URL-type field on the contact)

 

  • When my HiHello contacts are sent to Hubspot, who will they be assigned to?
    • Your HiHello contacts will either be unassigned or they will be assigned to the person who set up the Hubspot connection.

 

  • Which of my contacts will sync from HiHello to Hubspot?
    • When you initially set up the Hubspot integration in your HiHello account, all of the contacts associated with the selected digital business cards will sync instantly. As you add contacts to HiHello, new contacts associated with those cards will automatically be sent to Hubspot immediately.

 

  • How often will my HiHello contacts sync with Hubspot?
    • Your contacts will sync instantly after you add a new contact to HiHello. If you do not see your new HiHello contact in your Hubspot account, please try refreshing your screen to update your account.
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