Guide
Enhanced Decision Making with CRM information
Integrating HubSpot with Fibery creates a powerful ecosystem that combines customer relationship management and product development. This integration allows for more informed decision-making, better resource allocation, and a product that closely aligns with customer needs and business goals.
You can utilize CRM data to customize your priority list as per your preferences.
Using HubSpot integration, you can import any CRM information for further processing through a time-based synchronization process. The synchronization is a one-way process from HubSpot to Fibery, and you cannot sync back any data from Fibery to HubSpot.
Please note that you have to be Admin in Fibery and Super-Admin in HubSpot, to create this integration.
Setup
Create a Space
Navigate to Space settings and click Integrate button.
Select HubSpot by clicking on the Sync button.
Authenticating your HubSpot account can be done through OAuth, to start the process, please click the Connect button.
Complete the HubSpot authentication process and select the account you wish to synchronize.
Customize the Integration settings.
Databases
The list includes all accessible databases from HubSpot that you can enable or disable. Please choose wisely. CRM databases can be large, and syncing through the API can take a long time.
Updated After and Created After
These optional filters allow you to sync database entries updated or created after a specific date.
The filters are applied to all entries. It can happen if you sync a Contact but filter out the connected Company entry.
Set Up Fields and Databases
You can map and configure the provided HubSpot fields in the integration to the Fibery integration database. You can also select which fields to sync.
Fibery has a limit of 234 fields, so it is important to sync only the fields you need.
Click on the Sync now button to start the sync process.
The synchronization could take several minutes to a few hours depending on the amount of data.
This integration can map Owners and other User-related properties directly into native People Fields in Fibery
All the integrations work in a similar way. Please refer to the Integration templates for generic features such as synchronization settings, field editing, and integration deletion.
FAQ
Canceling statement due to statement timeout. Cause: ERROR: canceling statement due to statement timeout
When encountering this error message frequently, please remove unnecessary rich-text and checkbox fields during synchronization as a workaround.
Is there a way to update the password of an integration without having to re-add it?
Unfortunately no. But you can add a new account with updated login data.
How the data is synced?
At the moment we are subscribed for:
‘contact.creation’
‘contact.deletion’
‘company.creation’
‘company.deletion’
‘deal.creation’
‘deal.deletion’
So you should get instant updates when entities are created or deleted. Technically Hubspot allows also subscription for property changes but it’s quite limited (e.g. no support for custom ones and each property requires a separate subscription) - thus we didn't implement it.
Is it possible to send data from Fibery to Hubspot?
Fibery doesn't have two-ways Hubspot sync yet. However, you can use webhooks for external actions. Please, join this community discussion if you are interested.