HubSpot Integration FAQ

 

Note: This integration is currently available with our Standard Snap Platform add-on.  If you’re already utilizing the add-on, head on over to your Integration Settings page and get started by hitting "Enable" to start the integration.

 

Should I sync all of my HubSpot contacts to Base?

No. The only contacts that should be synced from HubSpot to Base are those who have reached a certain level of lead nurturing that you have set in HubSpot.

When should leads be sent to Base?

The only leads that should be sent to Base are those who have reached or exceeded the HubSpot Engagement score that you’ve set as your threshold. This number varies by company and will depend on what you see fit as an adequate level of engagement to then move forward to sales. Keep in mind that some engagement actions are more telling of a lead’s willingness to move forward so allocate points accordingly.

Can I sync multiple HubSpot smart lists with Base?

In order to avoid syncing unqualified Leads, the HubSpot integration with Base is limited to just one Smart List. The best practice is actually to streamline your HubSpot contacts into one HubSpot Smart List. All of your Marketing Qualified Leads that are ready for your sales team should flow into this one list. From there, they can be brought into your Base account for your sales team to begin prospecting.

We recommend checking out HubSpot Academy for more information on building out a Smart List like this.

Is the HubSpot sync a two-way sync with Base? 

Yes - updating a record in Base will update it accordingly in HubSpot and vice versa. 

If I have the same Contact in Base and HubSpot, will they merge? 

Base will try to intelligently merge Contacts present in both HubSpot and Base in order to avoid creating duplicates. 

Empty values within either system will always be overwritten if a value is present in the opposite system. For example: If John Smith has a custom phone number within Base, but no custom phone number in HubSpot, that information will be brought to HubSpot in the next sync. 

Note that fields that are already filled out in Base will *not* be overwritten by updates made to those fields in HubSpot. Since your sales team will be actively working on the records you bring into Base, the information in Base should always be more up to date than the information in HubSpot.

How do Custom Fields sync from HubSpot to Base?

If a Custom Field is present within HubSpot, you'll be given the option to sync it into Base during the integration setup process. You'll be able to create a Custom Field for that information - Base will automatically choose the field type. 

For example: If you'd like to sync a HubSpot Numbers custom field, the Custom Field you create will automatically be a Numbers type field. 

How do Custom Fields sync from Base to HubSpot? 

You'll be able to choose which Hubspot custom fields to place your Base Custom Field values in during the integration process. 

Note that, unlike the fields coming into Base from HubSpot, you'll need to have created the HubSpot fields you'd like to sync Base information into beforehand. You will not be able to create new HubSpot custom fields during the integration process. 

Which HubSpot fields are synchronized to Base in addition to Custom Fields? 

Along with all of the normal Contact fields, we'll also bring over the following HubSpot fields

HubSpot Source Field Base Field
Original Source Type For Leads: Lead Source. For Contacts: Custom Field HubSpot Source
Hubspot Score Custom Field Hubspot Score
Lifecycle Stage Custom Field HubSpot Lifecycle Stage
Public Contact URL Custom Field HubSpot Public Contact URL

Which Base fields can be synchronized to HubSpot?

Base Field HubSpot field Type
Base Lead Status Dropdown for Lead Status
Base Prospect Status Text field for Prospect Status
Base Customer Status Text field for Customer Status
Base Owner Name Text field for Owner Name
Base Owner E-mail Text field for e-mail
Base Lead ID Number field for Lead ID
Base Contact ID Number field for Contact ID

How do I add Leads or Contacts from Base to HubSpot? 

You'll be able to bulk select Leads and Contacts, then choose the "Add to HubSpot" option to begin synchronizing them once the integration is enabled. 

Note that only Leads or Contacts with email addresses can be sent to HubSpot - email is a required field within HubSpot. 

Additionally, Company Contacts cannot be added to Hubspot. 

If more than one Lead or Contact with the same email address is selected to be synced with HubSpot, we'll sync just one. 

Who will own the records imported by the sync? 

The Base Admin that sets up the HubSpot integration will automatically own any new record imported through the sync. If a record is already within Base, it will be merged with the imported record from HubSpot, but the ownership will not be changed. 

What happens if I synchronize a HubSpot list to Base, then delete all of those records in HubSpot? 

All of those Contacts will remain within Base - once a record is synced into Base, it can only be removed from Base from within Base itself. 

Will I be able to see marketing activity on my iOS or Android device? 

You'll only be able to view marketing activities on the web for now. That said, you'll be able to see all of the Leads and Contacts brought over from the HubSpot integration on mobile. 

Will a Contact imported from a HubSpot list stop syncing with Base if I remove it from that HubSpot list later on? 

No. Once a record is synced between HubSpot and Base, either by adding it to a synced list in HubSpot, or being synced into HubSpot from Base, that record's information will continue to sync regardless of which list it belongs to.  

Why should you connect your HubSpot account to Base? Click here to find out more!