Sync Companies with Data Sync
HubSpot Package: Starter/Pro/Enterprise
Date: June 2021
What is it? With this update, data sync now supports company syncing as well. That means your HubSpot account now has fast, bidirectional, and now multi-object integrations with a slew of popular tools, including Microsoft Dynamics 365, Intercom, Zoho, Pipedrive, Zendesk, and more.
How does it work? Data sync integrations can be installed, just like all other integrations, through the HubSpot App Marketplace. A dedicated collection groups together all integrations with data sync for ease of discovery.
When navigating to a new data sync integration, find the "Shared Data" section to see whether or not the integration includes company sync.
See something you like? Click "Install App" and go through the steps in the process:
Set up a filter to decide which subset of your company records you'd like to keep in sync.
Configure your field mappings to align your properties between the two apps.
Activate the sync.
Company sync is now available for over a dozen integrations in your HubSpot account, free of charge. Additional customisation is included in Operations Hub Starter.