Below you’ll find a guide on how to perform a two-way sync between the CRM’s Pipedrive and HubSpot. This process will allow users to keep contacts between these two CRMs in constant sync.
Steps for Syncing Pipedrive with HubSpot:
1. Users will first need to log into the CiraHub Dashboard and select contacts as the object they want to sync. Then select contacts as the object to sync and Pipedrive as the source type for your contact spoke. This will prompt the user to then sign into their Pipedrive account and configure their sync settings to enable a two-way sync. More information on attaching a Pipedrive spoke to an existing Hub can be found here.
2. Users will need to add an additional spoke, which will contain their HubSpot contacts. Then select contacts as the object you want to sync and HubSpot as the source type for your contact spoke. This will prompt the user to then sign into their HubSpot account and configure their sync settings to enable two-way sync between Pipedrive and HubSpot. More information on attaching a HubSpot spoke to an existing Hub can be found here.
Custom Field Mapping
CRM Contact Sync
Why Use CiraHub?
Enabling a 2-Way sync between HubSpot and Pipedrive allows you to efficiently transfer data between the two CRM platforms. This two-way sync can help marketing and sales teams in different organizations stay on the same page when they have multiple contacts to keep track of. With CiraHub, this 2-Way sync will automatically create a new contact in HubSpot, each time you add a contact to Pipedrive and vice versa. Down below you will find even more tutorials on how to sync CRMs with different applications.