HubSpot
HubSpot
11 articles
- How to Configure Your HubSpot IntegrationComplete guide to configure your HubSpot integration in Enginy: sync settings, field mapping, campaign mapping, and user mapping.
- How to Fix Field Mapping Warnings & Errors in HubSpotWhen configuring Step 2: Field Mapping in your HubSpot integration, each mapped HubSpot field displays a status icon indicating whether the mapping is safe to use. Reviewing these icons before…
- Permissions & Prerequisites for HubSpotWhat you need on the HubSpot side before connecting to Enginy: plan, permissions, authentication, sandbox, and security.
- How the HubSpot integration worksBefore changing any settings, it is worth understanding what the integration does and which decisions you will need to make. If you read this article first, the rest of the…
- Configure Field Mapping and sync directionsField Mapping decides which Enginy property corresponds to each HubSpot property and which direction the data can travel in.
- Connect, reconnect, or disconnect HubSpotFollow these steps to connect HubSpot and understand what Enginy keeps when you authorize the account again.
- How Enginy identifies existing contacts and companiesBefore creating a Contact or Company, Enginy tries to find an existing record in HubSpot. A good matching configuration reduces duplicates.
- Import contacts and companies from HubSpotYou can import Contacts and Companies from HubSpot without the initial connection bringing in the entire portal.
- Owners, activities, tasks, and campaigns in HubSpotUser Mapping and Campaign Mapping control how owners and activity data are written in HubSpot. They do not change the OAuth token scopes.
- Troubleshoot HubSpot integration warnings and errorsThe most common issues during OAuth, Field Mapping, imports, and exports, and what to check for each one.
- Export and keep data synced with HubSpotEnginy can send Contacts and Companies to HubSpot through a manual export, a workflow, or automatic synchronization of already linked records.