Feature available in Beta program
This feature is currently only available to (some) participants in our Beta program and/or to selected customers.
If the Hubspot integration is not available to you and you would like to use it, please click this link and fill out the form.
Connecting HubSpot and Xentral allows you to optimize your sales activities further. You can exchange data between HubSpot and Xentral in the following ways:
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Synchronize contacts between the two environments - Contacts are added and can be updated with additional data from Xentral to HubSpot and vice-versa.
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Import contacts from HubSpot to Xentral - You can add contacts from HubSpot to Xentral and update them with additional data from HubSpot.
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Export contacts from Xentral to HubSpot - You can export contacts from Xentral to HubSpot and update them with additional data from Xentral.
With regards to deletion or modification data, be aware of the following data handling that applies to synchronization, import, and export alike:
If you delete a complete contact data set or some contact data such as a phone number in one system (e.g., in Xentral ), it will not be added again through the data exchange, and it will also not be deleted in the other system (e.g., in HubSpot).
Likewise, if you modify contact data such as a phone number in one system, the change will not propagate to the other system and, in case of the two systems being in sync mode, the change will not be reverted in the next sync run.
Note
The scope of integration currently includes the exchange of contacts between Xentral and HubSpot. At the moment you cannot exchange the company data.
The connection between Xentral and HubSpot is conducted through the OAuth authentication. To connect Xentral and HubSpot:
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Log into Xentral and go to App Center.
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Find the HubSpot app and click Open.
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Click Verbindung zu HubSpot herstellen to establish the connection.
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In the HubSpot window that appears, enter the credentials (email address and password) of an admin user in the HubSpot system and confirm.
If you are already logged in to HubSpot, you can select the HubSpot account that you want to connect with and click Choose Account.
You have now successfully connected your Xentral instance to your HubSpot account.
If you decide to remove the connection between Xentral and HubSpot:
Once you have connected Xentral to HubSpot you can choose what kind of data exchange you want to perform. On the main HubSpot page in Xentral you can choose between the following options:
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Sync: Xentral ↔ HubSpot
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Import: HubSpot → Xentral
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Export: Xentral → HubSpot
Click Save after changing the data exchange type.
To learn more about the scope of the data exchange for each direction please check the Functional scope of the integration section.
Data exchange between Xentral and HubSpot can be either automatic or manual. You can select this in the Action section on the HubSpot page in Xentral by clicking the corresponding button. If you set your data exchange to the automatic sync, the interval of that sync is controlled by the Hubspot Synchronize Contacts process starter.
To adjust the interval of the data exchange:
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Go to Administration > System > Process starter , find the Hubspot Synchronize Contacts process starter and click
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Adjust the settings of the process starter and click Save.
To manually exchange data between Xentral and HubSpot:
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On the HubSpot page select either Import: HubSpot → Xentral or Export: Xentral → HubSpot depending on what kind of action you want to perform and click Save.
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In the Action section, click Manuellen Import:HubSpot → Xentral starten or Manuellen Export: Xentral → HubSpot starten depending on your selection in the previous step.
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The action is now initiated and you can see corresponding messages in the message bar. Once the action is done, you can click Overview to check if there are any conflicts.