How to Two-Way Sync Contacts Between HubSpot and a Microsoft 365 Mailbox

You can maintain the same contacts in HubSpot and a Microsoft 365 Mailbox and update any changes in real-time using a two-way contact sync. CiraHub allows contacts to be synced or merged from various CRMs in many different combinations and between tenants.

This article will outline how to two-way CRM sync contacts between a Microsoft 365 Mailbox and HubSpot. After following these steps, you will be able to access all of your contacts on both platforms, thanks to CiraHub.

If you prefer videos like most of us, kindly watch the video below to see how to multi-way sync contacts between HubSpot and other tools.

Two-Way Sync Contacts Between HubSpot and a Microsoft 365 Mailbox

  1. First, Log in to CiraHub. You will be taken to the onboarding wizard. (See figure below.) Next, select the object you want to sync. In this example, the contacts object has been selected. Calendar and Contact Selection
  2. Next, start the Hub and Spoke setup. Click on “CRMs” 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.) CRM Select Source Type of Contact Spoke
  3. Select “Hubspot” as the contact spoke type. Select Hubspot
  4. Click “Sign in” with Hubspot. Click Sign in with Hubspot
  5. Sign in with your Hubspot Email and Password. Sign in with Hubspot
  6. Click on the “Connect App” option to link CiraHub to your HubSpot account to two-way sync HubSpot contacts. This will give CiraHub access to your contact lists and CRM data in HubSpot Hubspot Multi
  7. Type in a Spoke name and click next. Hubspot Spoke Name
  8. Type in a Hub name and click next. Hubspot Hubname
  9. To add a User Mailbox Contact List to the Hub, Click on “Microsoft 365 In my tenant” and select User Mailbox.   Select “User Mailbox” as the contact spoke type.  
  10. Select which User Mailbox you want to sync.  Choose a User Mailbox to use as the sync source.
  11. Type in a Spoke name and click NEXT.  Type spoke names
  12. Next, type in a “Hub Name” and click CREATE to two-way sync Microsoft 365 User Mailbox contacts. Type hub Names
  13. Next, right click your spoke, and select “Sync Options”.Hubspot Sync Options
  14. Click on “Allow Hub” to create and sync items in this spoke. This will enable two-way synchronization from the endpoint to the hub database and back. Hubspot Allow Hub
  15. Click the Advanced tab to set up Contact filtering settings for Hubspot. This would enable a user to two-way sync contacts between HubSpot and Microsoft 365 Mailboxes and create Hub items based on specific criteria. In the example below we are filtering based on email address types from your Hubspot contact lists and CRM data that have been synced over. Hubspot Advanced
  16. Click on “Sync now” to enable 2-way synchronization for the current spoke. You can also edit any synchronization options for each of your spokes below. Hubspot Sync Now

Learn More About CiraHub! 

CiraHub is a two-way sync tool allowing organizations to sync, merge, and keep up-to-date the GAL, contacts, calendars, and CRM data maintained. Two-way sync ensures any two endpoints, be it a company address book and salesforce, a public folder to a shared calendar, or almost any two data sources -are not just connected, they always stay in sync. Click here to learn more about how you can start a CiraHub trial today!

How Would Your Business Change if You Could Two-Way Sync Contacts Between Your CRMs, Google, and Microsoft Apps!

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Jon Harris is a Technical writer with experience working for cybersecurity and tech related companies. He has a bachelor's degree in computer science and likes to read, hike, and fish in his spare time. He began his career in computer science before pursuing a career as a writer, and editor.