SugarCRM to HubSpot Integration

SugarCRM HubSpot Integration

The benefits of integrating SugarCRM with HubSpot include:

    • generate leads in HubSpot

    • use SugarCRM to Close the Sale

    • identify the most effective sources for leads

    • open-source code installed in SugarCRM

    • easily map new custom SugarCRM fields and HubSpot properties

    • does not require to send leads and contacts on third-party servers

 

Functionality:

  • connect SugarCRM to HubSpot app by Oauth2 from SugarCRM admin section

  • in the SugarCRM admin section, configure fields mapping between SugarCRM fields and HubSpot

  • Properties. Use default mapping or add a new mapping.

HubSpot to SugarCRM

  • A Contact created in HubSpot will create a Lead in SugarCRM.

  • When a Deal is related to a Contact in HubSpot, the Lead in SugarCRM will be converted to a Contact. Then the Account + Opportunity related records will be created and related to each other.

  • When a Company is related to a Contact in HubSpot, the Lead in SugarCRM will be converted to a Contact and an Account.

  • – The company created in HubSpot will create an Account in SugarCRM.

  • The Custom HubSpot Objects are also supported for synchronization with standard or custom SugarCRM modules, including their relationships (associations).

SugarCRM To HubSpot

  • A New Lead created in SugarCRM will create a new Contact in HubSpot

  • A Converted Lead in SugarCRM creates the Company and Deal in HubSpot (all records related).

  • A New Contact created in SugarCRM under the Opportunity view will create a new contact in HubSpot related to the Company and Deal.

  • SugarCRM calls, meetings, tasks, notes (including attachments), and emails sync to their respective objects in HubSpot.

  • The integration allows HubSpot one-time data imports to any of its modules (like Contacts, Companies, Deals, and their association from various data sources, including SugarCRM).

  • SugarCRM calls, meetings, tasks, notes (including attachments), and emails sync to their respective objects in HubSpot.

HubSpot one-time data import

  • The integration allows HubSpot one-time data imports to any of its modules (like Contacts, Companies, Deals, and their association from various data sources, including SugarCRM). Custom properties are supported for the import.

  • For privacy reasons, the integration does not require sending leads and contacts information on third-party servers. It can be installed on-site or use on-premise cloud infrastructure.

Pricing model

  • Synchronize Contacts, Companies, Deals with Leads, Contacts, Accounts, Opportunities – $149 Monthly fee + one-time charge of $499 includes up to 6 hours of onboarding and initial configuration

  • Sync Contacts,Companies,Deals,Calls,Meetings,Tasks,Notes,Emails – $199 Monthly fee + one-time charge of $699 includes up to 8 hours of onboarding and initial configuration

  • One-time Import $799 includes up to 8 hours of initial configuration and data import.