In this article:
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.
To access your HubSpot settings, navigate to the Data tab in the left navigation bar. You are brought to the Data Sources page. Hover over the three dots on the HubSpot row and click on Settings.
In the settings pop up modal, click Reauthorize to authenticate the connection with a different username and password. Click Save Changes and return to the Data Sources page.
Pause Data Sync
Sync Data from HubSpot is an option in the settings pop up modal. Here, you will see a green button to toggle on or off. This allows you to pause and restart the data sync as needed. When the toggle is on, your HubSpot connection status will state Active on the Data Sources page. When the toggle is gray, your HubSpot connection status will be Not 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.
Adjust Sync Frequency
In the HubSpot Settings pop up modal, you can adjust the frequency of the data sync by expanding the dropdown menu next to Update Frequency. Select how often your HubSpot data should sync. Click Save Changes.
Edit Data Sync
Click on the Edit Data Sync in the HubSpot Settings pop up. This will open the Customize Fields pop up modal.
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 Customize to edit your changes before completing the sync.
Click Save Changes before closing, Salesforce Settings pop up modal.
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.
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