HubSpot CRM

Connect HubSpot CRM to SleekFlow.

1. Add Integration

Navigate to Channels > Integrations > CRM platform. Click "Connect" next to "Hubspot".

This integration is an add-on. Reach out to us for a consultation!

2. Connect HubSpot

You are required to grant access to SleekFlow to obtain data on a connected HubSpot account. Click Connect to HubSpotto proceed.

3. Choose An Account

4. Map HubSpot Properties to SleekFlow

Select the field from HubSpot to map to SleekFlow correspondingly. Click Add Field if you wish to sync more than 1 properties. Click Next to proceed.

5. Map SleekFlow Properties to HubSpot

Select the field from SleekFlow to map to HubSpot correspondingly. Click Add Field if you wish to sync more than 1 properties. Click Next to proceed.

6. Map HubSpot Accounts to SleekFlow

Match the account users from both platforms. Click Next to proceed.

7. Import HubSpot Contacts

Set and Add the Import Conditions based on your preferences and make sure that all fields are filled with a value. Click Sync to proceed

If the contact limit is exceeded the contact import might not be successful.

If the Hubspot contact is without phone number, it will not be synced to SleekFlow. In another words, those “emails only” contacts will not be imported.
There is a strict validation on phone number format, if the phone number format is incorrect from Hubspot, it will not sync over to SleekFlow. E.g. lack of country code, less a number digit etc.
Duplicated contacts will not be imported.

8. Sync Contacts

It could take up to 15 - 20 minutes to complete the syncing process

Once the contacts were imported, click on Go to Channelsand you will be redirected back to Channels in your SleekFlow account where you will notice HubSpot has been added into your integration.

You successfully integrated HubSpot into your Sleekflow account.

PreviousSalesforce CRM NextAPI

Last updated 8 months ago

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