HubSpot is an inbound marketing and sales
platform that enables you to grow traffic,
convert leads, and close deals.
Within HubSpot, you can create a one-way or
two-way sync with Teamwork Desk to sync your
customer data.
Setup
requirements
You must
first install the
Teamwork Desk app via the
HubSpot marketplace and authorize your
account.
The HubSpot data sync allows you
to
sync companies or contacts to your
Teamwork
Desk site.
Companies in both apps sync with one another, while HubSpot contacts map to Teamwork Desk customers.
You can read more about HubSpot data sync via
HubSpot's documentation here.
After connecting the
app, you will need to configure
your app settings and turn on the sync to
begin syncing data between Teamwork Desk
and HubSpot.
Click the marketplace icon in
the top right
of your HubSpot account and
select Connected
apps from
the Manage subsection of the
dropdown menu.
Select Teamwork Desk from the
apps list to open the app profile, then click
the Set up your
sync button on the app settings
page.
The HubSpot data sync allows you to
sync companies or contacts to your Teamwork
Desk site. Once you select a sync option,
click
the Next button in the bottom
right.
- HubSpot contacts map to Teamwork Desk customers, while companies map to one another in both apps.
Note: You can sync an
alternative data source at a later time via
the Teamwork Desk app page in your HubSpot
settings.
Setting up
your sync
rules
You will be brought to the sync setup
view where you can customize the settings
for the sync between the two apps.
In the Sync rules tab,
you can manage different data aspects of the
sync via each subsection.
Choose which
records
sync
Decide
how you want your data to sync between
HubSpot & Teamwork Desk. Sync
options
include:
- Two-way sync - all new and
updated
object information will be synced
between the two apps. For records
that
exist in both platforms, their
properties will be merged.
- To configure this option,
select All
contacts from
each dropdown.
- One-way sync from HubSpot to
Teamwork
Desk
- To configure this option,
select No customers in
the Teamwork Desk customers
dropdown and
select All
contacts in the
HubSpot
contacts dropdown.
- One-way sync from Teamwork Desk
to
HubSpot
- To configure this option,
select All customers in the
Teamwork Desk customers
dropdown
and select No
contacts in
the HubSpot contacts
dropdown.
- Use sync
filters
- To use this sync option,
select a
sync filter from each dropdown
menu.
- Note: The sync
filters
limit the scope of the sync
but do
not add contacts or companies
to a
list with that filter.
You can also use the sync settings to manage data conflicts and duplicates as outlined in the sections below:
Resolve data
conflicts
Click the dropdown menu and
select the
default app that will overwrite
the
other app when there are data
discrepancies.
- If there is no field value in
the
defaulting app, no data will
be
changed in the other
app.
- This setting does not overrule
the
sync direction selected in
the Choose which
records
sync section.
Manage
duplicates
By default, HubSpot will only
sync
contacts that have a valid email
address. To turn this off, uncheck
the Only sync contacts
with an
email address checkbox in
the Manage
duplicates section.
Understanding the data
sync
During the initial sync, HubSpot
will compare both databases. When a
match
is detected, existing records will be
updated.
- Contacts - the data sync
matches contact records by
comparing
the contacts' email addresses,
then
the company email address, name,
and
domains.
- Companies - the data sync
matches company records in each
app
based on either company name or
domain
name.
- Some connectors can only use name
as
the main identifier as some apps
do
not have a domain field.
Note: When an app
has both a company name and domain
field,
HubSpot will match two records if they
have the same company name but
different
domains and vice versa.
Field mapping
In the Field
mapping section of the
sync
setup, you can customize which
Teamwork Desk properties should
map to
HubSpot using the toggles to the
right
of each field.
.png)
The mapping options available to you (outlined in the subsections below) will depend on your HubSpot
subscription.
Default mapping between Teamwork
Desk
and
HubSpot includes the following
properties:
| Teamwork Desk | HubSpot |
|---|---|
| First Name | First Name |
| Last Name | Last Name |
| Job Title | Job Title |
| Email | Email |
| Phone | Phone Number |
| Mobile Phone | Mobile Phone
Number |
| Twitter Username | Twitter
Username |
| Company | Associated
Company |
Custom
mapping
HubSpot accounts
with Operations
Hub access
as part of their subscription
can
also
create new custom
mapping.
Note: Default
mapping fields cannot be
edited or
deleted, but can be turned off
for
the
sync.
Click the Add new
mapping button at
the
top
right of the mapping list to
add a
new
entry.
A new row will be added to
the list
where you can use the dropdown
lists
to
view
and select Teamwork Desk and
HubSpot
properties to map.
Once you have selected
the
relevant properties, click
the
checkmark
on the right to save the
mapping.
Mapping
restrictions
Some restrictions are in place
when
setting up field mapping:
- Each property can only be
mapped
once.
- Some property types cannot be
synced.
These include dropdown, radio
select,
and checkbox properties.
- Properties with multiple
values
cannot
be synced in custom
mapping.
- This includes properties
where
each value has a label to
differentiate between
home,
work,
or other email addresses,
phone
numbers, and
addresses.
- When syncing read-only
properties,
the
sync will default to a one-way
sync
depending on which field is
set as
read-only.
- The Teamwork Desk API may
prevent
HubSpot from reading a
property as
a
result of the API returning
the
data
type inconsistently.
Turning on the sync
Once you have reviewed the
sync mapping, click
the Review button
in
the top right.
.png)
A quick view will open on the right
where you can review the filters and field
mapping associated with the sync.
Click Save and
sync at the bottom of the
quick
view to start the initial sync between the
two
apps.
After the initial sync is complete,
records will sync within 10 minutes of a
change.
.png)
Turning off the sync
You can manage the Teamwork Desk
integration via the app management
view in
HubSpot.
This includes the account
associated with the sync, the existing
sync (edit, delete, turn off), and
syncing
more data.
For more information, see: Connecting to
HubSpot