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How to Sync and Update HubSpot Contacts and Lists

Once HubSpot has successfully integrated with Aloware, it is time to configure your syncing settings:

There are four (4) sync functions available:

  • Two-way Sync Contacts

    • Click the Push Contacts button to update your contacts from Aloware to your HubSpot account.

    • Click the Pull Contacts button to update your contacts from HubSpot to your Aloware account. The following contact fields are pulled to Aloware:

      • Contact Name

      • Email Address

      • Contact Owner

        • If the user made a change of contact ownership in HubSpot, and does not reflect in Aloware, click the Pull button to update

      • Phone Number

      • Country

      • State

  • One-way Sync Users

    • Click the Connect your HubSpot users to the Aloware button

    • Current users in Aloware are only synced, and no new users will be created

  • One-way Sync Contact Status

    • Click the Pull Lead Statuses from HubSpot button to sync contacts status to Aloware. The following Contact Status is synced to Aloware:

      • New

      • Open

      • In progress

      • Open Deal

      • Unqualified

      • Attempted to contact

      • Connected

      • Bad Timing

  • One-way Sync Call Disposition

    • Click the Pull Call Outcomes from HubSpot button to sync HubSpot call outcome to Aloware as Call Dispositions.


Confirmation

The pull process runs on a queue. Aloware sends you a confirmation email when the process is done. You need to do this only once, and Aloware will keep things in sync from that moment onwards.

Screenshot of Pull Email Notification:

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