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Overview

The HubSpot integration enables synchronization of contacts and companies from HubSpot CRM to Thena. This integration helps you maintain consistent customer data across both platforms, streamline your customer relationship management, and enhance your team’s ability to provide personalized service.

  • Contact synchronization: Automatically sync contacts from HubSpot to Thena
  • Company synchronization: Automatically sync companies from HubSpot to Thena
  • Custom field mapping: Map custom fields between HubSpot and Thena
  • Filtered synchronization: Control which contacts and companies are synchronized
  • Audit logging: Track all synchronization activities for troubleshooting

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Key features

Contact synchronization

  • Sync contact details
  • Map standard and custom fields
  • Filter contacts based on criteria
  • Track sync status and history

Company synchronization

  • Keep company records in sync
  • Map company properties
  • Filter companies by criteria
  • Maintain data consistency

Field mapping

  • Map standard fields automatically
  • Configure custom field mappings
  • Support for various field types
  • Flexible mapping options

Audit logging

  • Track all sync activities
  • View detailed error messages
  • Monitor sync performance
  • Troubleshoot integration issues

Filtered synchronization

  • Set up complex filter rules
  • Include or exclude specific records
  • Filter by any field value
  • Combine multiple filter conditions

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Setup

You need admin permissions in HubSpot to install the HubSpot integration.

Install the HubSpot integration at the organization level since this feature will be accessible to all teams, as Accounts is an organization-level feature.

1

Begin installation

  1. Navigate to the Apps studio in your Thena dashboard
  2. Find the HubSpot integration in the available apps
  3. Click the “Install” button to begin the installation process
2

Review and configure

  1. Review the permissions and scopes required by the integration
  2. Select “Entire organization” to install HubSpot
3

Complete authorization

  1. After configuration, click “Complete HubSpot authorization”
  2. You’ll be redirected to HubSpot to authorize the connection
  3. Sign in with your HubSpot account and grant the requested permissions
  4. You’ll be redirected back to Thena once authorization is complete
4

Verify connection

  1. Navigate to the HubSpot configuration page
  2. Verify that company and contact sync is enabled
  3. Review the custom fields to import
  4. Optionally set up Filters to import selective data
  5. Click “Save changes” to apply your configuration

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How to configure synchronization

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App scope

The HubSpot app requires specific permissions to function properly and processes events to keep data synchronized between systems.

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FAQs