How to Two-Way Sync Contacts Between HubSpot and an Microsoft 365 Public Folder

Are you trying to find a solution to two-way sync contacts between HubSpot and a Microsoft 365 Public Folder? With CiraHub, users can seamlessly transfer data between HubSpot and your other applications without having to manually add data or go through laborious import processes. This article will outline how to enable a two-way contact sync between HubSpot and a Public folder contact list within the same organization.

Set Up a Two-Way Contact Sync Between HubSpot and a Microsoft 365 Public Folder

Step 1: Create a Spoke for HubSpot

1. First, Log in to CiraHub. You will be taken to the onboarding wizard. (See figure below.) Next, select the object you want to two-way sync contacts with. 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.) 

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. You will need to click on the “Connect App” option to link CiraHub to your HubSpot account in order to Two-way sync HubSpot. This will give CiraHub multi-way sync access to all of your contacts lists. 

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

Step 2: Create a Spoke for a Microsoft Public Folder

9. To add a Public folder Contact List to the Hub, Click on “Microsoft 365 In my tenant” and select Public Folder.

Select Source Type of Contact Spoke

10. Select which “Public Folder” you want to Sync.

 Select Public Folder

11. Type in a Spoke name and click NEXT.

Type in spoke names and click next

12. Next type in a “Hub Name” and click CREATE in order to two-way sync public folder contacts.

AC Hub name

Step 3: Activate a 2-Way Sync

13. Next, right-click your spoke, and select “Sync Options” in order to Two-way sync HubSpot with a Microsoft 365 Public Folder. You may also click on View Contacts to edit any contacts that were synced from your HubSpot account into CiraHub.

Hubspot Sync options

14. Click on “Allow Hub” to create and sync items in this spoke. This will allow users to Two-way sync HubSpot with a Microsoft 365 Public Folder 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 synchronize 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. You can also enable Field Mapping to create customized Hub field settings for data in Active Campaign

. Field Mapping

17. Click on “Sync now” to two-way sync HubSpot with a Microsoft 365 Public Folder 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 allows users to easily two-way sync CRM contacts, Contact Lists, Public Folders, Shared Mailboxes & More Across Different Platforms. CiraHub makes these problems a thing of the past as the first-of-its-kind Multi-Way sync tool. CiraHub allows a single admin to merge, edit, and two-way sync multiple contact lists from different sources, such as HubSpot and a Public Folder. 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.