Use CiraHub to begin two-way synchronizing your HubSpot and QuickBooks contact lists! By synchronizing sales, leads, contacts, and accounts across HubSpot and QuickBooks CRM, manual data entry becomes a thing of the past. Users can set up a one-way or two-way sync, which allows you to sync data either back and forth between the two applications or just from one app to another. This article will outline how to two-way sync contacts between QuickBooks and HubSpot.
Thanks to this two-way sync feature, you
- Can access your HubSpot contacts in QuickBooks .
- Can access your QuickBooks contacts in HubSpot.
- Can utilize Real-time data sharing between QuickBooks and HubSpot thanks to two-way synchronization
This article will show you how to two-way sync CRMs for QuickBooks and HubSpot.
Set Up Two-Way Contact Sync Between QuickBooks and HubSpot
Step 1: Create a Spoke for QuickBooks
1. Log into CiraHub. You will be taken to the onboarding wizard.
2. Next, you’ll need to choose the type of object you want to sync. Select “Contacts.”
3. To start your Hub and Spoke setup, click “CRM” as the source type of your contact spoke, then select “Quickbooks” from the list of CRMs and click NEXT.
4. Click “Sign in with QuickBooks” and enter your company’s name, then click “Create Company” to connect with the CiraHub Connector.
5. Enter a name for your current spoke and click “CREATE.”
6. Type in a Spoke name and click NEXT.
7. Type in a Hub name and Click CREATE.
Step 2: Create HubSpot Spoke
8. Select the option to add an additional Spoke.
9. 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.)
10. Select “HubSpot” as the contact spoke type.
11. Click “Sign in” with HubSpot.
12. Sign in with your HubSpot Email and Password.
13. 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.
14. Type in a Spoke name and click next.
15. Type in a Hub name and click next.
Step 3: Activate Two-Way Sync
16. Next, right-click your spoke, and select “Sync Options”. From there, click the box “Allow Hub to create and sync items in this spoke.” This will enable 2-way synchronization between the Hub and your spoke.
17. 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.
18. Click on “Sync now” in order to enable a 2-way sync for the current spoke to two-way sync between an Exchange Server Mailbox and a Microsoft 365 Public Folder. You can also edit any synchronization options for each of your spokes down below.
Why Two-Way Sync QuickBooks with HubSpot
Start using CiraHub to sync your contact lists between QuickBooks and HubSpot! We make sure that all of your data is immediately synchronized between the apps, without any duplications. CiraHub is a two-way sync platform for shared contacts and calendars for Microsoft 365, Exchange Server, and other Microsoft Enterprise Applications users. Click here to learn more about how you can start a CiraHub trial today!
