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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