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Data sync by HubSpot for Symphony
Data sync by HubSpot for Symphony
by HubSpot

An automatic, bi-directional contacts sync between HubSpot and Symphony.

HubSpot Data Sync for Symphony

About the integration

Sync data between Symphony and HubSpot without manual data entry or messy, time-consuming imports.

Here’s what you get with Data Sync by HubSpot:

  1. Two-way sync: Data is shared between Public name and HubSpot in real-time
  2. Default field mappings: Set-up is quick with out-of-the-box field mappings already created for you
  3. Historical syncing: Your existing data will sync right away, and updates will sync as they happen

This syncs Symphony contacts.

  • Sync Symphony and HubSpot data

Make manual data entry a thing of the past by syncing contacts between HubSpot and Symphony. 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 Symphony field or HubSpot list to sync exactly what you want—and nothing you don’t.

  • Default field mappings

Field mappings connect matching information in each app—and we’ve already created them for you. Our out-of-the-box default field mappings make set-up quick and keep your data clean and organized.

  • Custom field mappings

Custom field mappings are available with Operations Hub Starter or Professional plans. Custom mappings add the flexibility to create your own mappings or make changes to your default ones.

Getting started

Follow the instructions below.

  1. You must be a HubSpot Super Admin or have HubSpot App Marketplace permissions in your HubSpot account.
  2. Get started by navigating to the HubSpot Marketplace listing, Install integration.
  3. You will be prompted to enter your Symphony credentials if you haven’t logged in.
  4. Follow the instructions on the screen to setup your sync between Symphony and HubSpot.
  5. Select what data you would like to sync, review the sync settings and start syncing.

Read more about how to set up Data sync by HubSpot.


Original release date: 2021-04-21

Requirements

You must be a HubSpot Super Admin or have HubSpot App Marketplace permissions in your HubSpot account.

App Scope and Permissions

When authorized, this app will be granted the following permissions:

PermissionDescription
Read ContactsView personal address book contacts
ContactsView, create, update and delete personal address book contacts
Read AccountsView user account information, e.g. name, business name, and contact info