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Manage your HubSpot Connection

Pause, control sync frequency, reauthorize, and select fields to sync.

Joy Rudnick avatar
Written by Joy Rudnick
Updated over a week ago

In this article:

Kick off your HubSpot training in Crossbeam Academy.

Reauthorize Your Connection

Reauthorization is required if user permissions change or users lose access to HubSpot.


❗️Important

To complete the HubSpot connection, you must have Super Admin permissions and Marketplace Access in HubSpot.


Click on Data from the navigation menu. Select data sources from the dropdown options.

  • Locate the HubSpot row and click the setting gear icon

  • Click the Reauthorize button to authenticate the connection

  • Enter the new username and password, follow the prompts in HubSpot

  • Click Save


Pause Data Sync

On the Data Sources page, within the HubSpot row, click the settings gear icon.

In the settings modal, use the Sync Data from HubSpot toggle to pause or restart syncing.


❗️Important
You will not be able to select or remove fields while the sync is paused.



View Connection Status

The connection status appears within the HubSpot Settings menu and also on your Data Sources page.

  • Active: the integration is active and will sync according to your sync frequency.

  • Not Syncing: the integration is paused and will not sync data until it is made active.

  • Error: the integration hit an error and is unable to sync. If available, details on the error will appear.


✍️ Note

Contact us at support@crossbeam.com if you have problems with your sync.


Update Sync Frequency

On the Data Sources page, within the HubSpot row, click the settings gear icon.

  • In the HubSpot settings, click the dropdown next to Update Frequency

  • Select how often your HubSpot data should sync

  • Click Save


Edit Field Sync

Click on the Edit Data Sync in the HubSpot Settings pop up. This will open the Customize Fields pop up modal.

How to Customize Sync Fields:

  • From the data source HubSpot Settings, click Field Sync >Edit

  • In the next window, 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


🎓 Sign into Crossbeam Academy to further explore HubSpot as a Data Source!


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