Properties with multiple values cannot be synced in a custom mapping.drop-down select, radio select, and checkbox properties). Some property types cannot be synced (e.g.As you’re setting up the field mappings, take note of these restrictions: In the Map your fields section, review the default property mappings and set up custom mappings for properties from your third-party app with HubSpot. This setting does not overrule the sync direction selected in the Choose your sync direction section.Ĭustomize your field mappings ( Operations Hub only) If there’s no field value in the default app, no data will be changed in the other app. In the Resolve data conflicts section, click the dropdown menu and select the default app that will overwrite the other when there are data discrepancies. Data syncs only to your third-party app from HubSpot.Data syncs only to HubSpot from your third-party app.Properties will be merged for records that already exist in both platforms. Data syncs between apps: all new and updated object information will be synced between the two apps.In the Choose your sync direction section, decide how you want data to sync from HubSpot to your third-party app, and vice versa. On the Configure screen, choose your sync direction and map your third-party app’s fields to HubSpot properties. Proceed with the steps to connect the app to HubSpot.Īfter connecting the app you will need to configure your app settings and turn the sync on to begin syncing data between the two integrations.In the right panel, click Connect another account.In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar.For example, if you're managing two Microsoft Dynamics accounts, you can connect and sync data from both accounts with one HubSpot account. It's possible to connect more than one instance of the same third-party app to HubSpot.
You'll then be redirected back to the app page in your HubSpot settings. Review the requested access permissions, then click Allow.In the dialog box, click Next then log in to your app account.In the search bar, enter the app name, then click the search result.In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar, then select App Marketplace.
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