After you have connected Sell with HubSpot, learn more about how the Sell and HubSpot features are integrated.
This articles covers the following topics:
Syncing leads and contacts
You should only sync leads and contacts to Sell that have reached or exceeded the HubSpot Engagement score that is set as your company threshold. The threshold number varies by company and depends on what you deem is an adequate level of engagement to move forward into a sale. Keep in mind that some engagement actions are more telling of a lead’s willingness to move forward, so allocate points accordingly.
To start synchronizing leads and contact when the integration is enabled, you can bulk select leads and contacts, then choose the Add to HubSpot option. You can only send leads or contacts with email addresses to HubSpot because an email is a required field in HubSpot. You cannot add company contacts to HubSpot. If you select more than one lead or contact with the same email address to sync with HubSpot, then only one record is created.
To avoid syncing unqualified leads, the HubSpot integration with Sell is limited to just one list. The best practice is to streamline your HubSpot contacts into one HubSpot list (see HubSpot Academy).
Deleting leads and contacts
If you delete a lead or contact in Sell that is being synchronized with HubSpot, it is removed from Sell and will not sync again. Re-adding it to your HubSpot list will not trigger it to sync to Sell.
If you synchronize a HubSpot list to Sell, and then delete the records in HubSpot, all contacts will remain in Sell. When a record is synced into Sell, it can only be removed from Sell specifically.
When a contact or lead is synced between HubSpot and Sell, either by adding it to a synced list in HubSpot, or by being synced into HubSpot from Sell, the information of that record will continue to sync regardless of which list it belongs to.
Working with custom fields
You can choose which HubSpot custom fields to map to Sell custom field values during the integration process. When you create a custom field for that information in Sell, Sell automatically chooses the field type for you. For example, if you want to sync a HubSpot Numbers custom field, the custom field you create in Sell will automatically be a Numbers-type field.
If you need a custom field in HubSpot to contain Sell information, you must create this before integration.
Sell attempts to intelligently merge contacts present in both HubSpot and Sell so as to avoid creating duplicates. Empty values in either system will always be overwritten if a value is present in the opposite system. For example, if John Smith has a custom phone number in Sell, but no custom phone number in HubSpot, that information will be brought to HubSpot in the next sync.
Fields that are already filled out in Sell are not overwritten by updates made to those fields in HubSpot.
HubSpot fields that are synchronized to Sell
In addition to custom fields and all standard contact fields, the following HubSpot fields are also synchronized
|HubSpot source field||Sell field|
|Original source type||For Leads: Lead source.
For Contacts: Custom field HubSpot source
|HubSpot score||Custom field HubSpot score|
|Lifecycle stage||Custom field HubSpot lifecycle stage|
|Public contact URL||Custom field HubSpot public contact URL|
Sell fields that can be synchronized to HubSpot
You cannot synchronize the following fields to Sell
|Sell field||HubSpot field-type|
|Sell Lead status||Dropdown for Lead status|
|Sell Prospect status||Text field for Prospect status|
|Sell Customer status||Text field for Customer status|
|Sell Owner name||Text field for Owner name|
|Sell Owner email||Text field for e-mail|
|Sell Lead ID||Number field for Lead ID|
|Sell Contact ID||Number field for Contact ID|