Data sync by HubSpot for Smartsheet
Sync customer and account information between HubSpot and Smartsheet automatically without any manual data entry or tedious imports. Smartsheet and HubSpot share data in real-time. Updates will be synchronized as they happen, including existing data.
Sync customer information in real-time
As businesses grow, the complexity of their systems also grows. Teams get their own tools, data becomes siloed, and customer satisfaction suffers. Data sync by HubSpot, a two-way syncing engine, ensures that disparate systems work together seamlessly.
Sync Smartsheet and HubSpot data
Make manual data entry a thing of the past by syncing contacts and accounts, between HubSpot and Smartsheet. When records are created or updated in either app, that information will be automatically shared with the other one.
Sync only the data you want
You’re in control of your data. You can set up a one- or two-way sync, which means you can either sync data from only one app to the other or back-and-forth between both apps. You can also add a filter for any Smartsheet column or HubSpot list to sync exactly what you want—and nothing you don’t.
Custom field mappings
This app requires Operations Hub Starter or Professional plans. Custom mappings add the flexibility to create your own mappings or make changes to your default ones.
So bekommen Sie:
You must be a HubSpot Super Admin or have HubSpot App Marketplace permissions in your HubSpot account.
Get started by navigating to the HubSpot Marketplace listing. In the top right, click Connect app.
You will be prompted to enter your Smartsheet credentials if you haven’t logged in.
Follow the instructions on the screen to setup your sync between Smartsheet and HubSpot.
Select what data you would like to sync, review the sync settings and start syncing. For more details on how to connect both applications, please have a look at the data sync help article.