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November Update - HubSpot Two-Way Sync
November 28, 2022
New Feature

Hello, Enchargians. November is almost over and we’re back with one of the much-anticipated feature requests: The HubSpot Two-Wa Sync.

HubSpot is one of the popular apps you can integrate with Encharge, and with the HubSpot triggers and action steps, you can automatically add your new HubSpot contacts to Encharge or perform a HubSpot-related action.

It’s been an exciting month and we would like to make it more exciting for all of you by announcing the release of the HubSpot Two-Way Sync which will certainly take your Encharge - HubSpot integration to a whole new level. 

This bi-directional integration with HubSpot lets data flow between the two software in both directions. This allows you to create personalized emails in Encharge using the Contact and Company Properties from HubSpot and store Enchare data in your CRM.

Note: The new HubSpot integration is only available on the Premium Plan.

Here’s a quick overview of what we have prepared for all of you:

✨  Two-Way Sync

-   By enabling this feature within the HubSpot integration, you can now sync contact and company data, lead score, customer lifecycle stage, email activity, and other pieces of data between HubSpot and Encharge. If any data is updated in Encharge, you can be sure that it will show on your HubSpot account making it possible to have a perfect single source of information on your marketing and sales data.

Note: We won't sync any Encharge data to HubSpot during the initial sync. Only after the initial sync do we start to sync data from Encharge to HubSpot.

✨  Two-Way Sync Health

-   For your convenience, we’ve added a separate page that allows you to check the progress of the initial sync, the status of syncing of the contacts and companies, and the date and time of the last changes that were synced.

 

✨  Companies page

-   We’ve also added a page that lists the companies that have been synced from HubSpot to your Encharge account.

Note: Companies can only be created from HubSpot in Encharge. In other words, if the company doesn't exist in HubSpot initially, Encharge can not create it in HubSpot.

✨ Additional HubSpot Triggers, Actions, and Filter

-   A meaningful new integration comes with additional flow steps that will aid to automate the user journey and your marketing stack. Create powerful automation using the HubSpot Flow Steps.

Take a look at our HubSpot Integration page and learn why it’s smart to use the new Encharge - HubSpot integration by going to this link: Encharge + HubSpot. The Most Complete Two-way Sync Integration.

Do you want to learn more about the integration? Check our newly added help articles for HubSpot here: HubSpot Integration.

We hope this early-Christmas present makes this month a “Nice November”. We’ll be back with more useful updates and improvements so stay tuned.  😉

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