HubSpot Contact Sync Integration Overview

The HubSpot Contact Sync integration enables seamless collaboration between Prokeep and HubSpot by synchronizing contact and company data.

What the Integration Can Do:

• Sync Contacts and Companies: Syncs contact and company data between HubSpot and Prokeep, either one-way (HubSpot → Prokeep or Prokeep → HubSpot) or two-way (both systems).
• Real-Time Sync: Changes made in HubSpot or Prokeep are reflected in the other system immediately.
• Thread Activity Logging (Optional): Prokeep can log closed conversations directly into HubSpot an SMS activity, including a link back to the thread in Prokeep. 
• HubSpot-Managed Companies: Once integrated, HubSpot becomes the sole source for creating or updating company information. Prokeep users can still view and assign contacts to companies but cannot create or edit company details in Prokeep.

Field Sync Key

Contact Fields

*Note: A group equivalent does not appear to be available in the default HubSpot fields.

Company Fields

Setup Process Overview:

1. Upload Contacts to Prokeep:
   The first step of all contact integrations should include an initial mass import of contacts.
2. Prokeep Does Some Magic:
   Prokeep Support will adjust some settings on our side to set up your integration, including creating API credentials and contact webhooks.
3. Create a Private App in HubSpot:
   A HubSpot admin must create a private app on your account. We will walk you through how to do this.
4. Connect Prokeep App to HubSpot:
   A HubSpot admin will connect the Prokeep app to your HubSpot account. We will walk you through how to do this.
5. Test and Run:
   And, you're all set up! Try creating and updating a few contacts in Prokeep and HubSpot to confirm everything is working smoothly.

Your Responsibilities for the Setup:

1. Export HubSpot Contacts and Companies:
   Provide an export of your contact and company data from HubSpot. We will use this to initially import your records into Prokeep, ensuring HubSpot IDs are included to prevent duplicates. If you already have contacts in Prokeep, we will attempt to match them with the HubSpot records.
   For details on how to provide this export, please see the Export Guide.
2. Generate HubSpot API Credentials:
   You need admin privileges to generate API credentials with read and write access to contacts and companies.
3. Make Decisions on Sync Preferences:
   Choose if the sync will run one-way or two-way, select which phone field to prioritize, and decide whether to enable thread activity logging from Prokeep to HubSpot.

Available Options for the Integration:

• One-Way vs. Two-Way Sync: You can choose to sync data only from HubSpot to Prokeep, only from Prokeep to HubSpot, or both ways.
• Phone Field Selection: Choose which phone field should take priority (e.g., mobile phone or general phone).
• Thread Activity Logging: Decide whether to enable logging of closed thread conversations from Prokeep to HubSpot, including a link to the original thread. (Note: Broadcast Text Messages are not logged) Example here: