by echoBitz IT Solutions Private Limited

Seamlessly connect your SugarCRM and HubSpot to unify your sales and marketing data. This integration enables effortless two-way synchronization of Accounts, Contacts, Leads, and Opportunities, ensuring that both systems stay perfectly aligned. Empower your teams with real-time updates, improved lead management, and accurate pipeline visibility all without manual data entry. Boost collaboration between marketing and sales, enhance customer engagement, and drive smarter business decisions.

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User Guide

1. Create an Account record and click on the Sync to HubSpot button. Manual sync will work the same way for all other modules as well.

SugarCRM_to_hubspot_012.png

2. SugarCRM Record Successfully Synced in HubSpot

SugarCRM_to_hubspot_013.png

3. Account Created in Both HubSpot and SugarCRM

SugarCRM_to_hubspot_014.png

4. Scheduler Working Properly — Records Created on Both Sides

SugarCRM_to_hubspot_015.png

5. Create a Contact and Click on the Sync to HubSpot Button

SugarCRM_to_hubspot_016.png

6. SugarCRM Contact Successfully Created in HubSpot

SugarCRM_to_hubspot_017.png

7. Create an Opportunity in SugarCRM and Click on the Sync to HubSpot Button

SugarCRM_to_hubspot_018.png

8. SugarCRM Opportunity Successfully Created in HubSpot

SugarCRM_to_hubspot_019.png

9. Create a Lead in SugarCRM and Click on the Sync to HubSpot Button

SugarCRM_to_hubspot_020.png

10. SugarCRM Lead Successfully Created in HubSpot

SugarCRM_to_hubspot_021.png

  1. echobitz member avatar

    echoBitz IT Solutions Private Limited Provider Affiliate

    3 weeks ago

    7. Create an Account record and click on the Sync to HubSpot button. Manual sync will work the same way for all other modules as well.

    SugarCRM_to_hubspot_012.png

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