Sugar and Hubspot integration

Hi,

we are using https://zapier.com/ and it works pretty well.

Omar

Hi Omar Conte

Great, thanks for that! Were you able to integrate Hubspot view within Sugar? 

No, we haven't tried that. Sorry

Omar Conte

Hey Omar, 

thanks for that :) 

I just have two follow up question for Zapier integration. 

Were you able to sync full history of lead's activities from Hubspot to SugarCRM? E.g. is a lead went on 3 different pages on the website, downloaded a report and filled out a form - are you able to see it all in SugarCRM? 

Thanks, 

Ada

Hi Ada,

yes, you can sync based on different Hubspot activities.

We are doing it on form submissions, and creating a Sugar lead for each submission.

We think it's the best way to keep track in Sugar of every request from the same contact.... unless you create a custom module just for that, and relate it to Leads and Customer.

In that case I believe you should also make email addresses unique for leads and contacts...

It's strange to me that Sugar doesn't manage multiple requests from the same person, but for other CRM systems is the same.

Hope this helps.

Omar

Hi Ada.

You might want to consider Make alongside Zapier.

Make is a workflow automation platform that provides not only for simple linear workflows, but can also handle business logic, arrays, iteration and transformations.

We have Apps within Make for both SugarCRM and Hubspot, as well as over 1,400 other applications.

You can see more in our SugarOutfitters listing!

Have you tried 3rd parties to configure Sugar CRM and Hubspot integration? Skyvia, as an example, is pretty simple to use (no code) and has a freemium model. Take a look here.