{"id":53583,"date":"2024-03-12T04:49:42","date_gmt":"2024-03-12T12:49:42","guid":{"rendered":"https:\/\/cirahub.com\/?p=53583"},"modified":"2024-04-15T09:48:05","modified_gmt":"2024-04-15T17:48:05","slug":"two-way-sync-contacts-deal-cloud-and-hubspot","status":"publish","type":"post","link":"https:\/\/cirahub.com\/support\/two-way-sync-contacts-deal-cloud-and-hubspot\/","title":{"rendered":"How to\u00a0Two-Way Sync Contacts Between Deal Cloud and HubSpot"},"content":{"rendered":"<p><span data-contrast=\"none\">This comprehensive article will outline how to <\/span><strong><a href=\"https:\/\/cirahub.com\/two-way-contact-sync\/\">two-way sync contacts<\/a><\/strong><span data-contrast=\"none\"> between Deal Cloud and HubSpot.<\/span><\/p>\n<p>Deal Cloud serves as a comprehensive platform for managing deal pipelines, tracking interactions, and streamlining the deal-making process, while HubSpot is renowned for its robust marketing automation and lead nurturing capabilities. By integrating these platforms and syncing contacts bidirectionally, organizations can seamlessly bridge the gap between sales and marketing activities. Deal Cloud provides valuable insights into the progress of deals and client interactions, while HubSpot enables targeted and personalized marketing campaigns based on this information. Through this integration, sales teams can leverage Deal Cloud to track leads and deals, while marketing teams can utilize HubSpot to nurture leads and engage with prospects effectively.<\/p>\n<p><span data-contrast=\"none\">Thanks to this <strong><a href=\"https:\/\/cirahub.com\/blog\/what-is-two-way-sync\/\">Two-way sync<\/a><\/strong> feature, you can:\u00a0<\/span><\/p>\n<ul>\n<li>Two-way sync <span data-contrast=\"none\">Deal Cloud <\/span>contacts with <span data-contrast=\"none\">HubSpot<\/span>.<\/li>\n<li>Update contacts simultaneously across the two platforms<\/li>\n<li>Without producing duplicates, CiraHub effortlessly syncs and moves data from <span data-contrast=\"none\">Deal Cloud <\/span>to <span data-contrast=\"none\">HubSpot<\/span>.<\/li>\n<\/ul>\n<p><span data-contrast=\"none\">\u00a0\u00a0This article will show you how to enable a two-way contact sync between <\/span><span data-contrast=\"none\">Deal Cloud <\/span><span data-contrast=\"none\">and HubSpot.<\/span><\/p>\n<h2 aria-level=\"2\"><span class=\"ez-toc-section\" id=\"Set_Up_a_Two-Way_Contact_Sync_Between_Deal_Cloud_and_HubSpot\"><\/span><strong>Set Up a Two-Way Contact Sync Between Deal Cloud and <span data-contrast=\"none\">HubSpot<\/span><\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span class=\"TextRun SCXW174676568 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW174676568 BCX0\">1. Log in to <\/span><span class=\"NormalTextRun SpellingErrorV2Themed SCXW174676568 BCX0\">CiraHub<\/span><span class=\"NormalTextRun SCXW174676568 BCX0\">. It will take you to the onboarding wizard. (See figure below.) Next, select the object you want to sync. In this example, the &#8222;C<\/span><span class=\"NormalTextRun AdvancedProofingIssueV2Themed SCXW174676568 BCX0\">ontacts&#8220; object<\/span><span class=\"NormalTextRun SCXW174676568 BCX0\"> has been selected.<\/span><\/span><span class=\"EOP SCXW174676568 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"> <img decoding=\"async\" class=\"alignnone wp-image-40642\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/04\/Screenshot-2022-03-22-at-7.23.19-PM.png\" alt=\"Hub and Spoke Setup\" width=\"512\" height=\"354\" \/><\/span><\/p>\n<p><span class=\"TextRun SCXW253371727 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW253371727 BCX0\">2. Next, start the Hub and Spoke setup. Click on \u201cCRMs\u201d as your source type for your contact spoke. (The Hub contains all synced Contacts from each spoke; a spoke can be a Public Folder, a user mailbox, the GAL or a CRM.)<\/span><\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-54181 size-full\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2024\/01\/Screenshot-2024-03-13-141127.jpg\" alt=\"Select source type of your contact spoke\" width=\"859\" height=\"473\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2024\/01\/Screenshot-2024-03-13-141127.jpg 859w, https:\/\/cirahub.com\/wp-content\/uploads\/2024\/01\/Screenshot-2024-03-13-141127-480x264.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 859px, 100vw\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>3. Select Deal Cloud as the contact spoke type.<\/p>\n<p><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2024\/02\/select-dealforce.jpg\" alt=\"Click on Deal Cloud\" width=\"713\" height=\"527\" \/><\/p>\n<p>4. Type in Deal Cloud API Access information to sync its account data to CiraHub.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-53535\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2024\/02\/Screenshot-2024-02-15-142615.jpg\" alt=\"Select DealCloud credential to access its data\" width=\"722\" height=\"526\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2024\/02\/Screenshot-2024-02-15-142615.jpg 722w, https:\/\/cirahub.com\/wp-content\/uploads\/2024\/02\/Screenshot-2024-02-15-142615-480x350.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 722px, 100vw\" \/><\/p>\n<p>5. Type in a Spoke name and click Create.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-53550\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2024\/02\/Screenshot-2024-02-15-171630.jpg\" alt=\"Type spoke names and click next\" width=\"680\" height=\"498\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2024\/02\/Screenshot-2024-02-15-171630.jpg 680w, https:\/\/cirahub.com\/wp-content\/uploads\/2024\/02\/Screenshot-2024-02-15-171630-480x351.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 680px, 100vw\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_2_Create_a_HubSpot_Spoke\"><\/span><b><span data-contrast=\"none\">Step 2: Create a HubSpot Spoke<\/span><\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><iframe title=\"Hubspot V2\" src=\"https:\/\/player.vimeo.com\/video\/838031780?dnt=1&amp;app_id=122963\" width=\"1080\" height=\"608\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write\"><\/iframe><\/p>\n<p><span data-contrast=\"none\">6. Select the option to add an Additional Spoke.<\/span><\/p>\n<p><span data-contrast=\"none\"><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/07\/nnl.jpg\" alt=\"Click the add spoke option\" width=\"521\" height=\"233\" \/><\/span><\/p>\n<p><span data-contrast=\"auto\">7. Click on \u201cCRMs\u201d as your source type for your contact spoke. (The Hub contains all synced Contacts from each spoke; a spoke can be a Public Folder, a user mailbox, the GAL or a CRM.)<\/span><\/p>\n<p><span data-contrast=\"auto\"><img decoding=\"async\" class=\"\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/02\/choose-contact-spoke.jpg\" alt=\"Select Source Type of Contact Spoke\" width=\"480\" height=\"263\" \/><\/span><\/p>\n<p><span data-contrast=\"auto\">8. Select \u201c<\/span><a href=\"http:\/\/hubspot.com\/\"><span data-contrast=\"none\">HubSpot<\/span><\/a><span data-contrast=\"auto\">\u201d as the contact spoke type.<\/span><\/p>\n<p><span data-contrast=\"auto\"><img decoding=\"async\" class=\"\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/03\/select-hubspot.png\" alt=\"Select Hubspot\" width=\"502\" height=\"264\" \/><\/span><\/p>\n<p><span data-contrast=\"auto\">9. Click \u201cSign in\u201d with HubSpot.<\/span><\/p>\n<p><span data-contrast=\"auto\"><img decoding=\"async\" class=\"\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/03\/sign-in-with-hubspot.png\" alt=\"Click Sign in with Hubspot\" width=\"483\" height=\"359\" \/><\/span><\/p>\n<p><span data-contrast=\"auto\">10. Sign in with your HubSpot Email and Password.<\/span><\/p>\n<p><span data-contrast=\"auto\"><img decoding=\"async\" class=\"\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/03\/hubspot-enter-sign-in.png\" alt=\"Sign in with Hubspot\" width=\"364\" height=\"336\" \/><\/span><\/p>\n<p><span data-contrast=\"auto\">11. Click on the \u201cConnect App\u201d option to link CiraHub to your HubSpot account. This will give CiraHub access to your contacts lists and CRM data in HubSpot so you can <\/span><a href=\"https:\/\/cirahub.com\/de\/hubspot-two-way-sync\/\"><span data-contrast=\"none\">two-way sync HubSpot contacts<\/span><\/a><span data-contrast=\"auto\">.<\/span><\/p>\n<p><span data-contrast=\"auto\"><img decoding=\"async\" class=\"\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/03\/hubspot-multi.jpg\" alt=\"Hubspot Multi\" width=\"438\" height=\"292\" \/><\/span><\/p>\n<p><span data-contrast=\"auto\">12. Type in a Spoke name and click next.<\/span><\/p>\n<p><span data-contrast=\"auto\"><span class=\"EOP SCXW5252403 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"><img decoding=\"async\" class=\"alignnone wp-image-39263\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/03\/hubspot-spoke.png\" alt=\"Hubspot Spoke Name\" width=\"515\" height=\"205\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/03\/hubspot-spoke.png 515w, https:\/\/cirahub.com\/wp-content\/uploads\/2022\/03\/hubspot-spoke-480x191.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 515px, 100vw\" \/><\/span><\/span><\/p>\n<p><span data-contrast=\"auto\">13. Type in a Hub name and click next. <\/span><\/p>\n<p><span data-contrast=\"auto\"><img decoding=\"async\" class=\"\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/03\/hubspot-hub.jpg\" alt=\"Hubspot Hubname\" width=\"473\" height=\"162\" \/><\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_3_Activate_Two-Way_Sync\"><\/span><b><span data-contrast=\"none\">Step 3: Activate Two-Way Sync<\/span><\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>14. <span data-contrast=\"auto\">Next, right-click your spoke, and select \u201cSync Options\u201d to sync between SharePoint and HubSpot.<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-42264\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/07\/pop-1.jpg\" alt=\"\" width=\"317\" height=\"312\" \/><\/p>\n<p><span data-contrast=\"auto\">15. Click on \u201cAllow Hub\u201d to two-way sync Deal Cloud and SharePoint together by creating and syncing the items within the spoke. This will enable two-way synchronization from the endpoint to the hub database and back.\u00a0<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-39279\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/03\/go-allow-hub.jpg\" alt=\"Hubspot Allow Hub\" width=\"635\" height=\"225\" \/><\/p>\n<p><span data-contrast=\"auto\">16. Click on \u201cSync now\u201d to enable <\/span><a href=\"https:\/\/cirahub.com\/blog\/what-is-two-way-sync\/\"><span data-contrast=\"none\">2-way synchronization<\/span><\/a><span data-contrast=\"auto\"> for the current spoke. You can also edit any synchronization options for each of your spokes below.<\/span><\/p>\n<p><span data-contrast=\"auto\"> <span class=\"EOP SCXW79040116 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"><img decoding=\"async\" class=\"alignnone wp-image-39283\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/03\/hubspot-sync-now.png\" alt=\"Hubspot Sync Now\" width=\"353\" height=\"359\" \/><\/span><\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Learn_More_About_CiraHub\"><\/span><span data-contrast=\"none\">Learn More About CiraHub!\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:40,&quot;335559739&quot;:0,&quot;335559740&quot;:259}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span data-contrast=\"auto\">CiraHub is a <a href=\"https:\/\/cirahub.com\/blog\/what-is-two-way-sync\/\">two-way sync<\/a> platform for shared contacts and calendars for <\/span><a href=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/office-365\"><span data-contrast=\"none\">Microsoft 365<\/span><\/a><span data-contrast=\"auto\">, Exchange Server, and other Microsoft Enterprise Applications users. The software is designed to make it easy for people lacking IT expertise to set up shared contact and calendar sync for their company.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">Click here to learn more about how you can start a <a href=\"https:\/\/cirahub.com\/get-started\/\">CiraHub trial<\/a> today!<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This comprehensive article will outline how to two-way sync contacts between Deal Cloud and HubSpot. Deal Cloud serves as a comprehensive platform for managing deal pipelines, tracking interactions, and streamlining the deal-making process, while HubSpot is renowned for its robust marketing automation and lead nurturing capabilities. By integrating these platforms and syncing contacts bidirectionally, organizations [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"page-cirahub.php","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[17],"tags":[],"ppma_author":[374],"class_list":["post-53583","post","type-post","status-publish","format-standard","hentry","category-support"],"authors":[{"term_id":374,"user_id":9,"is_guest":0,"slug":"jon-harris","display_name":"jlh@ciraapps.com","avatar_url":"https:\/\/secure.gravatar.com\/avatar\/c8f87026173c8bb1e783c78eac6f1b77bc2bc6d4861a18f530c9baa52d7b425e?s=96&d=mm&r=g","0":null,"1":"","2":"","3":"","4":"","5":"","6":"","7":"","8":""}],"_links":{"self":[{"href":"https:\/\/cirahub.com\/de\/wp-json\/wp\/v2\/posts\/53583","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cirahub.com\/de\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cirahub.com\/de\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cirahub.com\/de\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/cirahub.com\/de\/wp-json\/wp\/v2\/comments?post=53583"}],"version-history":[{"count":7,"href":"https:\/\/cirahub.com\/de\/wp-json\/wp\/v2\/posts\/53583\/revisions"}],"predecessor-version":[{"id":54913,"href":"https:\/\/cirahub.com\/de\/wp-json\/wp\/v2\/posts\/53583\/revisions\/54913"}],"wp:attachment":[{"href":"https:\/\/cirahub.com\/de\/wp-json\/wp\/v2\/media?parent=53583"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cirahub.com\/de\/wp-json\/wp\/v2\/categories?post=53583"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cirahub.com\/de\/wp-json\/wp\/v2\/tags?post=53583"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/cirahub.com\/de\/wp-json\/wp\/v2\/ppma_author?post=53583"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}