In this article:
Ready to unlock your HubSpot data? Kick off your HubSpot training in Crossbeam Academy.
Learn how to connect your HubSpot data to Crossbeam.
Visual learner? Click on the video tutorial below:
Connect your Data Source
Click Data from the navigation menu, select Data Sources from the drop-down options
Click on HubSpot tile
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
❗️ Important
To complete the HubSpot connection, you must have Super Admin permissions and Marketplace Access in HubSpot.
Sync Data Options
Once HubSpot is connected to Crossbeam, choose from the following sync options:
Recommended: the best option for unlocking value from our full range of features
Custom: Define a custom select of your data
Hover over each option to see the field names.
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
How to Customize Sync Fields:
From the data source HubSpot Settings, click Field Sync >Edit
Expand any table under All Data by clicking the drop-down arrow, or use the search bar to locate specific fields
Select or deselect any of the fields to customize your data
You can also click the Toggle button to turn entire tables on or off
Click Review Fields, then select Sync Now to complete the connection
Or click Go Back to edit your changes before completing the sync
Data Presets
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:
Account Mapping: Compare your data with partners to identify overlapping prospects, opportunities, and customers | Pipeline Map: Accelerate opportunities and forecast revenue more accurately with more visibility into your partner's pipeline |
Co-Market: Target overlapping prospects, opportunities, and customers for your better together stories and integration outreach | Co-Sell: 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.
Adjust Data Settings
On the Data Sources workspace, hover over the three dots at the end of the HubSpot row to reveal the Settings button.
Click on Settings to:
View Connection Status and Details: Check the connection status, error messages, and reauthorization requirements
Reauthorization may be needed if user access or permissions have changed, and any errors will display here when available
Adjust Data Sync Frequency: Use the Update Frequency dropdown to select how often Crossbeam syncs with Pipedrive
Edit Data Sync: Click Edit Data Sync to open the Customize pop-up, allowing you to add or remove specific fields
Remove Data Source: Select Remove Data Source to disconnect HubSpot from Crossbeam
🎓 Sign into Crossbeam Academy to further explore HubSpot as a Data Source!
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