Quick tipHow toSmart CRM

How HubSpot data sync works

One-way or two-way, and more than one instance.

Subscription
All tiers; custom mappings Data Hub Starter+
Permissions
App marketplace access
Time
2 min · Intermediate
Last verified

Short answer

HubSpot's KB: pick two-way or one-way sync. You can connect more than one instance of the same app. Filters only limit the initial sync. Invoices usually associate to contacts only; associate companies manually.

1. In HubSpot

The relevant screen in my demo portal.

Data integration page with Sync from apps and App syncs
Sync from apps (1) and App syncs (2).

2. Worth knowing

Map fields before turning the sync on.

3. Related

Field mappings and association mapping.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

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