CRM Pro

HubSpot Contacts Sync- Pro

HubSpot is a very popular CRM. You can now import and sync all your contacts including contact lists with the WP-ERP CRM module as contacts and copy HubSpot lists as contact groups in CRM.

Installation

When you purchase the WP ERP Pro version, you will find the module is already present.

Visit WordPress dashboard→WP ERP -> Modules. Now, activate the CRM module.

Activate CRM module

Now, you need to activate the HubSpot Contacts Sync Integration module.

If successful, you will see a new menu item inside your CRM menu.

integrations

Configuration

Have a read: How to get HubSpot API key


Go to the WP Admin Dashboard  WP ERP → ERP Settings → Settings → Integrations

→ Click on Configure

→ Paste or get the API key.

→ Save changes.

Usage

Go to WP Admin Dashboard → WP ERP → CRM → Hubspot.

From here you will be able to sync your contacts both ways between CRM and Hubspot. If you are freshly starting, you can also make a one time configuration bypassing the ERP settings.

Select the mode of synchronization [WP to Hubspot] or [Hubspot to WP]

Select the contact group and lists that will be synced.

press button synchronize.

Have a read: How to get HubSpot API key

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