How to Two-Way Sync Contacts Between SharePoint and HubSpot

Two-way syncing your contacts between SharePoint and HubSpot is a great way to ensure that you have access to up-to-date customer information across all of your platforms.

By two-way syncing, you can keep both systems in sync so that any changes made in one are automatically reflected in the other. This makes it easier for teams to collaborate on projects and for customers to get the most accurate information possible.

In this article, we will look at how you can two-way sync contacts between SharePoint and HubSpot quickly and easily. To do this, we will use CiraHub, an online software created to 2-way and multi-way sync contacts.

Two-Way Sync Contacts Between SharePoint and HubSpot

Step 1: Create a Spoke for SharePoint

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.

Select Contacts option

2. Next, select SharePoint as the source type for your contact spoke.

Select Sharepoint

3. Click Grant Access to give CiraHub Permission to browse your company users or contacts for SharePoint.

Click Grant Access

4. Sign into your Microsoft Account that is attached to SharePoint.

5. To two-way sync HubSpot and SharePoint contacts, you will need to Give CiraHub Access to your SharePoint account. Always check the box that states “Consent on behalf of your organization”.

Sharepoint Permissions

6. Select a SharePoint Contact List to sync with CiraHub to two-way sync SharePoint contacts.

Select Sharepoint Contact List

Step 2: Create a Spoke for HubSpot

7. Select the option to add an Additional Spoke.

8. 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 Source Type of Contact Spoke

9. Select “HubSpot” as the contact spoke type.

Select Hubspot

10. Click “Sign in” with HubSpot.

Click Sign in with Hubspot

11. Sign in with your HubSpot Email and Password.

Sign in with Hubspot

12. Click on the “Connect App” 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 two-way sync HubSpot contacts.

Hubspot Multi

13. Type in a Spoke name and click next.

Hubspot Spoke Name

14. Type in a Hub name and click next.

Hubspot Hubname

Step 3: Activate Two-Way Sync

15. Next, right-click your spoke, and select “Sync Options” to sync between SharePoint and HubSpot.

16. Click on “Allow Hub” to two-way sync HubSpot 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.

Hubspot Allow Hub

17. 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.

Hubspot Advanced

18. 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

Have you seen how easy it is to two-way sync contacts between SharePoint and Hubspot? There is no doubt — with CiraHub, syncing is a piece of cake.

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 a 2-way CRM sync for their company, for example. 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.