Overview
Bidirectional HubSpot sync supports coexistence during migration or divisional splits. Define a system of record per field to avoid endless ping-pong updates, and use stage mapping tables both teams agree on.
What data is involved
- Contacts, companies, deals, and activities per configured rules.
- Conflict resolution policies (last-write-wins vs CRM-primary).
Step-by-step setup
Setup at a glance (3-5 bullets)
- Settings → Integrations → HubSpot Sync.
- OAuth to HubSpot and select objects (contacts, companies, deals).
- Define conflict rules (system of record per field) and sync frequency.
Sign in or sign up at HelloGrowthCRM. Open the login page, enter your credentials (or use Google), or choose Sign up if you need a new account. You must be signed in before you can open Settings and connect this integration.
Open login page(opens in a new tab)app.hellogrowthcrm.com/login
Open Settings. In the left sidebar, under Admin, click Settings (you will land on the Settings area; the URL is app.hellogrowthcrm.com/settings).
Open Settings(opens in a new tab)app.hellogrowthcrm.com/settings
Go to Integrations. On the Settings screen, use the middle settings menu. Under COMMUNICATION, click Integrations (star icon). Then find and configure this connector—the connector-specific steps below pick up from here.
Open Settings (Integrations)(opens in a new tab)app.hellogrowthcrm.com/settings
- Settings → Integrations → HubSpot Sync.
- OAuth to HubSpot and select objects (contacts, companies, deals).
- Define conflict rules (system of record per field) and sync frequency.
Best practices
- Start read-only in one direction during pilot week.
- Document which HubSpot workflows remain active vs paused.
Best for & common use cases
Teams running HelloGrowthCRM alongside HubSpot or migrating in stages.
- Marketing-qualified handoffs visible in both CRMs until cutover.
Expected outcomes
- Faster lead handoff between tools and CRM owners
- Cleaner activity history for follow-up and reporting
- Lower manual copy-paste errors in the pipeline
FAQ
Governance
Treat API keys and webhooks as production secrets. Align field mapping with your privacy policy and regional regulations (GDPR, marketing consent, telemarketing rules). Your admin controls which roles can install or edit integrations.