Connecting Sell with HubSpot allows sales and marketing teams to work together to identify the best leads and ensure that everyone is getting the information they need. Both sales and marketing teams can be held accountable when Sell and HubSpot are properly integrated.
For information on the benefits of integrating HubSpot, see Understanding the HubSpot integration.
You need Sell admin rights to connect HubSpot to Sell.
This article contains the following sections:
Connecting your HubSpot integration
To connect HubSpot to Sell
- Go to Settings > Integrations.
- In the HubSpot section, click Enable.
- Click Authorize to let Sell use Hubspot data.
You are redirected to the HubSpot login page. Log in to your HubSpot account, and confirm authorization.
If you get a message Couldn't complete the connection, you might need some account configuration changes. Contact Support to get these set up.
- Choose whether you want to sync your HubSpot lists, and save.
- Map your HubSpot custom fields, and save.
Note: You won't be able to create new fields in HubSpot to store information from Sell custom fields. You'll need to create the fields in HubSpot in order for them to be available to sync with Sell.
If you need to create a custom field in Sell to store information from a specific HubSpot field, Sell automatically chooses the same type of field. For example, if the field in HubSpot is a Number type field, Sell chooses the Number type when you go create the custom field.
- HubSpot synchronizes with Sell. If you decide to add or remove lists in the future, you can alter your settings from Settings > Integrations.
Hubspot to Sell synchronization FAQs
Should I sync all of my HubSpot contacts to Sell?
No. The only contacts that should be synced from HubSpot to Sell are those that have reached a certain level of lead nurturing that you have set in HubSpot.
When should leads be sent to Sell?
The only leads that should be sent to Sell are those who have reached or exceeded the HubSpot Engagement score that you’ve set as your threshold. This number varies by company and will depend on what you see fit as an adequate level of engagement to then move forward to sales. Keep in mind that some engagement actions are more telling of a lead’s willingness to move forward so allocate points accordingly.
Can I sync multiple HubSpot smart lists with Sell?
In order to avoid syncing unqualified leads, the HubSpot integration with Sell is limited to just one Smart List. The best practice is to streamline your HubSpot contacts into one HubSpot Smart List. All of your Marketing Qualified Leads that are ready for your sales team should flow into this one list. From there, they can be brought into your Sell account for your sales team to begin prospecting.
Check out HubSpot Academy for more information on building out a Smart List.
Is the HubSpot sync a two-way sync with Sell?
Yes. Updating a record in Sell will update it accordingly in HubSpot and vice versa.
If I have the same contact in Sell and HubSpot, will they merge?
Sell will try to intelligently merge contacts present in both HubSpot and Sell in order 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. Since your sales team will be actively working on the records you bring into Sell, the information in Sell should always be more up to date than the information in HubSpot.
How do custom fields sync from HubSpot to Sell?
If a custom field is present in HubSpot, you'll be given the option to sync it into Sell during the integration setup process. You'll be able to create a custom field for that information and Sell automatically chooses the field type.
For example, if you'd like to sync a HubSpot Numbers custom field, the custom field you create will automatically be a Numbers type field.
How do custom fields sync from Sell to HubSpot?
You can choose which Hubspot custom fields to map to Sell custom field values during the integration process.
Unlike the fields coming into Sell from HubSpot, you'll need to have created the HubSpot fields you'd like to sync Sell information into beforehand. You will not be able to create new HubSpot custom fields during the integration process.
Which HubSpot fields are synchronized to Sell in addition to custom fields?
Along with all normal 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|
Which Sell fields can be synchronized to HubSpot?
|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 E-mail||Text field for e-mail|
|Sell Lead ID||Number field for Lead ID|
|Sell Contact ID||Number field for Contact ID|
How do I add leads or contacts from Sell to HubSpot?
You can bulk select leads and contacts, then choose the Add to HubSpot option to start synchronizing them when the integration is enabled.
Only leads or contacts with email addresses can be sent to HubSpot because an email is a required field in HubSpot.
Additionally, company contacts can't be added to Hubspot.
If more than one lead or contact with the same email address is selected to be synced with HubSpot, only one record is created.
Who will own the records imported by the sync?
The Sell admin that sets up the HubSpot integration automatically owns any new record imported through the sync. If a record is already in Sell, it is merged with the imported record from HubSpot, but the ownership does not be change.
What happens if I synchronize a HubSpot list to Sell, then delete all of those records in HubSpot?
All contacts will remain in Sell. When a record is synced into Sell, it can only be removed from Sell specifically.
What happens if I delete a lead or contact in Sell that is being synchronized with my HubSpot list?
The lead or contact will be removed from Sell and will not sync to Sell again. Re-adding it to your HubSpot list will not trigger it to sync to Sell.
This is because deleting a record in Sell indicates that you no longer wish to preserve this lead or contact.
Will I be able to see marketing activity from Hubspot in Zendesk Sell?
The Activity Feed in Hubspot will not sync to your Zendesk Sell account. However, you can link your users to the Activity Feed in Hubspot on a Sell Contact Card. The URL Custom Field Hubspot Contact Public Record will take users directly to the appropriate events in Hubspot.
Will a contact imported from a HubSpot list stop syncing with Sell if I remove it from that HubSpot list later on?
No. When a record is synced between HubSpot and Sell, either by adding it to a synced list in HubSpot, or being synced into HubSpot from Sell, that record's information will continue to sync regardless of which list it belongs to.