HubSpot settings
Customize your HubSpot integration settings. Next, you should map customer and sale properties between Cin7 Core and HubSpot for smooth import and export of these entities.
Prerequisites
Access HubSpot settings
Access HubSpot settings in your Cin7 Core account.
Select Integrations from the main menu, then HubSpot.
Go to Setup.
Synchronization status
Turn synchronization On to sync data between HubSpot and Cin7 Core. This setting is switched off by default.
Sync direction
Control how sales, customer, and product data syncs between the two applications. Bidirectional synchronization is not supported.
There are three options:
- Off: Do not sync data between the two systems for sales, products, or customers. This hides the Sales, Products, or Customers tabs.
Export to HubSpot: All sales, product, or customer data is exported from Cin7 Core to HubSpot.
Import from HubSpot: All sales, product, or customer data is imported from Cin7 Core
You can still import and export customers and products when sales sync is turned off, but if sale sync is set to Import from HubSpot or Export from HubSpot, the same option will automatically be selected for customer and product synchronization and cannot be edited.
Different settings will be visible, or have different effects, depending on if Import from Hubspot or Export to Hubspot is selected for Update Sale, Update Product, and Update Customer. If a setting does not specify, it has the same behavior for import and export.
Price tier and currency
Export to Hubspot
Choose which price tier to assign to products on export to HubSpot and a price tier currency.
Example
Retail price tier in Cin7 Core is 340, Wholesale price tier is 300. Cin7 Core organization base currency is USD.
HubSpot integration settings are Price tier: Retail and Price tier currency: EUR.
Product exports to HubSpot with price 340 EUR.
Alternatively, HubSpot integration settings are Price tier: Wholesale and Price tier currency: USD.
Product exports to HubSpot with price 300 USD.
Import from Hubspot
Choose which price tier to assign to new products created in Cin7 Core after import from HubSpot, and the currency in Hubspot that will be used to assign the value. No currency conversion takes place.
Price in HubSpot is 300 USD or 340 EUR
HubSpot integration settings are Price tier: Retail and Price tier currency: EUR
Product imports to Cin7 Core with Retail Price Tier and value 340.
Product description type
Export to Hubspot
Choose whether to export Short description or Full description when exporting products from Cin7 Core.
Import to Hubspot
Choose whether to have HubSpot description as Short description or Full description in Cin7 Core.
Payment term
Only applicable to Export to Hubspot.
How long the customer is locked into the product after it has been purchased. This is a mandatory field for HubSpot products. Payment term can be specified in months or years or left blank. By default, this value is set to None.
Force update HubSpot entities
Only applicable to Export to Hubspot.
If this setting is disabled, the system will not update any HubSpot entities if there have been no changes to the entity since the last sync operation. When the setting is enabled, all existing entities will be exported regardless of modified or unmodified status.
Default address type
Only applicable to Export to Hubspot.
The default address type (Billing or Shipping) for a new customer's address created upon import.
Location
Only applicable to Import from Hubspot.
The default location to assign when a new product is created in Cin7 Core.
Save in Cin7 Core as
Only applicable to Import from Hubspot.
Choose whether to save product in Cin7 Core as Stock or Service when a new product is created.
Save in Cin7 Core with category
Only applicable to Import from Hubspot.
The category to assign when a new product is created in Cin7 Core.
Import contacts without companies
Only applicable to Import from Hubspot.
Companies in HubSpot are equivalent to customers in Cin7 Core, both can have multiple contacts associated with them. Unlike Cin7 Core, HubSpot allows you to have contacts without an attached company. Contacts and companies are imported according to the following rules:
A company from HubSpot is imported as a customer.
A contact with a company will be imported to a customer as a customer contact (HubSpot company will be the Customer). Contacts can be associated with multiple companies.
A contact without a company will be imported as a customer with one contact (unless Ignore contacts without organizations setting in setup tab is enabled).
Force update Cin7 Core entities
Only applicable to Import from Hubspot.
If this setting is disabled, the system will not update any Cin7 Core entities if there have been no changes to the entity since the last sync operation. When the setting is enabled, all existing entities will be imported regardless of modified/unmodified status.
Customer base currency
Only applicable to Import from Hubspot.
This will be assigned as the base currency for new imported customers.
Revenue account
Only applicable to Import from Hubspot.
The default sale or revenue account for a new imported customer.
Payment term
Only applicable to Import from Hubspot.
The default payment term for a new imported customer.
Default customer taxation rule
Only applicable to Import from Hubspot.
The default taxation rule for a new imported customer.
Default address type
Only applicable to Import from Hubspot.
The default address type (Billing or Shipping) for a new customer contact's address.
Sync contact marketing consent
Downloads marketing consent status from HubSpot to Cin7 Core.
Auto-sync settings
Auto-sync is enabled from the HubSpot Integration setup page. Enabling this setting will activate further auto-sync settings. When auto-sync is enabled, sales, customers and products will be automatically exported from Cin7 Core to HubSpot or from HubSpot to Cin7 Core depending on your settings. Both newly added items, as well as updated items will be auto-synced.
Start date
Auto-sync start date.
Start time
Auto-sync start time.
Sync frequency
Select Auto-sync frequency from 2h, 4h, 8h, 12h, Daily.
Alert type for errors
If auto-sync encounters, select to send error notifications internally or via email.
Internal: The alert will be displayed as a notification on the 'bell' icon on the top menu.
Email: Selecting email will allow the user to select a mailing list. Email alerts for auto-sync errors will be sent to the recipients of the selected mailing list. The mailing list recipients will also receive a daily HubSpot synchronization status update.
Enable multicurrency
If stores in Cin7 Core with multiple currencies are connected to HubSpot, the multi-currency feature must first be enabled from a HubSpot account with admin privileges. This will ensure the correct currency code is exported with the Cin7 Core sale.
Go to the HubSpot Account Settings (gear icon in the main navigation bar).
Select Account defaults in the left navigation menu, select the Currencies tab and then click Add currency.
Add all currencies that are being used in Cin7 Core stores.
Historical sales will be updated with the appropriate currency upon synchronization.