In this article:

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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.

Required Fields to Sync

Companies: Company ID, Company name, Owner ID, Website URL
Contacts: Contact ID, Email, Primary Associated Company ID
Deal Contact Associations: Contact ID, Deal ID, ID, Label
Deals: Deal ID, Deal Stage, Deal Stage ID, Pipeline, Pipeline ID
Owners: Account Owner Email, Owner ID

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 HubSpot
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