Learn how to connect your HubSpot data to Crossbeam.
Visual learner? Click on the video tutorial below:
In this article:
Connect your Data Source
Click on the User Avatar and select Data Sources from the drop-down menu.
Scroll to the HubSpot tile and click on HubSpot.
In the pop-up, click Connect HubSpot to confirm that you would like to create a HubSpot connection. Next, confirm the account you are authorizing in HubSpot as a data source and click Connect App.
To complete the HubSpot connection, you must have Super Admin permissions and Marketplace Access in HubSpot.
Sync Data Options
REMINDER: No data is being shared at this point. This step is simply syncing your selected data points to Crossbeam. Later, you will be able to decide what to share (or not share).
Once HubSpot is connected to Crossbeam, you will be prompted to select from three sync options:
Required: the limited amount of fields you are allowed to sync
Recommended: the best option to maximize the full value of Crossbeam features
Custom: customize how much or how little data you want to sync
After selecting your syncing option, you will be prompted to review the fields. You can click Sync Now or Customize within all three options.
How to Customize Sync Fields
From the Review Fields pop up, click Customize
On the Customize Fields pop up, expand any of the tables under All Data by clicking the drop-down arrow next to the table name, or use the search bar to find fields. Under Data Presets, you can also explore suggested fields base on your business focus.
Select or deselect any of the fields to customize your data.
Click Review fields and select Sync Now to complete the data connection.
Or click Go Back to edit your changes before completing the sync.
Data Presets allow you to quickly add data that corresponds to direct use cases and Crossbeam functionality. After clicking the Customize button, Data Presets are located on the left side, highlighted in blue. Select from the following preset data field options:
Compare your data with partners to identify overlapping prospects, opportunities, and customers
Accelerate opportunities and forecast revenue more accurately with more visibility into your partner's pipeline
Target overlapping prospects, opportunities, and customers for your better together stories and integration outreach
Use your partner ecosystem to surface pre-vetted overlapping accounts that can shorten sales cycles and increase opportunity sizes
Hover over the options to see the list of fields required. When ready, simply click the option you want and Crossbeam will do the rest.
Back on the Data Sources page, the HubSpot row will display Setting up while the sync is in process for a few minutes. Once the sync is complete, you will see HubSpot listed as Active.
🎓 Sign into Crossbeam Academy to further explore HubSpot as a Data Source!
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