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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:
If the user made a change of contact ownership in HubSpot and does not reflect in Aloware, click the Pull button to update
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:
Attempted to contact
One-way Sync Call Disposition
Click the Pull Call Outcomes from HubSpot button to sync HubSpot call outcome to Aloware as Call Dispositions.
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: