The article describes how to set up an integration between HubSpot and PeopleLinx.

PeopleLinx provides two integration profiles - Default and Custom.

The Default integration profile has preset settings. You cannot change these settings, but you can begin integration immediately. It is impossible to duplicate or delete synchronization steps, modify field mappings or filtering rules, change integration direction in the Default profile.

For field mappings, PeopleLinx first name and email fields are necessary.

The Custom profile lets you create a custom integration between HubSpot and PeopleLinx. It includes several flexible integration options. To set up the integration, switch to Custom Profile using the drop-down list:

To create a new synchronization step:

Click the Add sync step button. You can add an unlimited number of steps.

To select synchronization direction:

You can set up synchronization of contacts in both ways: HubSpot - PeopleLinx, PeopleLinx - HubSpot. To change the direction of the synchronization step, click the corresponding icon in the Add sync step popup window:

To add field mappings to a synchronization step:

After you have created a synchronization step, add field mappings to it:

You can add filtering rules to any synchronization step. To add a filtering rule:

Outbound filters

You can also set outbound filters when editing a synchronization step FROM PeopleLinx TO HubSpot. For example, People in PeopleLinx - Contacts in HubSpot. The outbound filters are based on the filters from the People page. This means that you can not only use standard filters but also create custom filters on the People page and load them as outbound filters. For example, you can synchronize only contacts with emails in a particular domain.

To create a filter on the People page:

1. On the upper right corner select 'ADD FILTER'. 'New smart filter' will pop up as shown below.

2. Rename the Filter to 'Hubsport Integration' under 'Filter Name'

3. Under 'Property' select 'Status: Active'

4. This will change the property options. Next to 'is set' select 'True'

5. Click on 'Save' to complete this step.

To add an outbound filter for the HubSpot integration:

Please note: If you want to apply filters with dates (e.g. creation date of a contact), UTC ± 0 (GMT) time zone will be used.

You can clone/remove any synchronization step. To do this, hover over the step and click on the Clone/Trash icon.

You can add an action to a synchronization step and move synchronized contacts to a sequence. To do this:

You can remove the action by clicking on the Remove action icon.

After you have assigned an action to a synchronization step, you see Exclude updated from action slider. The slider allows you to push contacts to the same sequence after updating their fields in HubSpot.

The Log tab lets you see the information about the latest synchronization activities between HubSpot and PeopleLinx:

1) At the moment, filters from HubSpot to PeopleLinx support only two rules per filter, and in the case of using a date filter (e.g. today) - only one rule per filter.

2) HubSpot API has a limit for a number of calls for 1 second/10 seconds per bulk request. As a result, sync of 10k and more records will take a considerable amount of time.

Please note: After enabling the integration, it starts syncing data between the two platforms every 2 hours. Once a contact is synced from HubSpot to PeopleLinx, the system creates a direct link to the contact's sidebar that you can click to open his/her HubSpot profile in a new tab. In addition, you can filter such contacts on the People page by adding a custom filter.