One of the essential aspects of contact management is keeping your contact data secure and earning your clients’ trust. It’s possible to wind up with your connections split over different apps when you have dozens or even hundreds of employees, which is why a two-way contact sync service is helpful. With CiraHub, you can automatically two-way sync contacts between HubSpot and an Exchange Server Mailbox.
No need to manually edit, download or transfer contacts. After setting up this sync, you will be able to access HubSpot contacts on your Exchange Server mailbox and vice versa. How cool is that!
Two-Way Sync Contacts Between HubSpot and an Exchange Server Mailbox
- 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.
- Next start the Hub and Spoke setup. Click on “Exchange Server” as your source type for your contact spoke and select User Mailbox.
- Enter your Exchange Sever Connector Login, Password, URL, and Exchange Version. If you are running an Exchange Server Version dated 2016 or later, always select Exchange 2016 in your Connector Settings.
- Wait for CiraHub to Validate your Exchange Server Settings in order to access your data.
- Select the Mailbox Folder you would like to use to two-way sync Exchange Server mailbox contacts.
- Type in a Spoke Name and click Next.
- Type in a Hub Name and click Create.
- Select the option to add an Additional Spoke.
- 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.)
- Select “HubSpot” as the contact spoke type.
‘ - Click “Sign in” with Hubspot.
- Sign in with your Hubspot Email and Password.
- Click on the “Connect App” option to link CiraHub to your HubSpot account. This will give CiraHub access to your contacts lists and allow you to two-way sync Hubspot contacts.
- Type in a Spoke name and click next.
- Type in a Hub name and click next.
- Next, right-click your spoke, and select “Sync Options”.
- 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.
- Click the Advanced tab to set up Contact filtering settings for Hubspot. This would enable users to synchronize and create hub items based on specific criteria.
- Click on “Sync now” to enable a two-way sync between the Exchange Server and HubSpot for the current spoke. You can also edit any synchronization options for each of your spokes below.
And there you go! You just set up a two-way contact sync between HubSpot and an Exchange Server Mailbox. After this, contacts will be synced periodically, and you will access updated contacts on both platforms.We believe that this 2-way synchronization will work smoothly right away. By the way, CiraHub also multi-way sync contacts across multiple CRMs like ActiveCampaign, Salesforce, Zoho, Pipedrive, and Procore. All these syncs are at your fingertips.
More About CiraHub!
CiraHub is a two-way sync platform for shared contacts and calendars for Microsoft 365, 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. Click here to learn more about how you can start a CiraHub trial today!