SYNCING DATA FROM HUBSPOT
Syncing Companies
Load up a company and look on the right pane for the “Synergist Details”. It defaults to being at the bottom of the list, but this can be drag dropped to the top using the dotted icon at the top left of the box.
Click on “add company”. This will sync the company to Synergist. If successful you should see the below
information.
If this page shows, you have a duplicate domain name inside of Synergist.
Click on “Actions”. This will allow you the following 4 options:
– Reset the link
– Create a new record in Synergist
– Link using data from HubSpot
– Link using data from Synergist
Syncing Contacts
Once a company has been added, you can click “Add Contacts” to sync all contacts linked to that account.
Syncing Deals
Syncing a deal is the same process but you first need to ensure this is linked to a synced company. If you load up a deal and look on the right for “Deal Sync” then click “Sync with Synergist Template”.
This will show a popup menu alowing you to select a template.
Once a template is chosen click “Sync with Synergist”.
Once synced, you will see a message stating it has been saved successfully.
Once you close the pop up the Deal Sync section will update showing the relevant information.