Customers in HubSpot

Customers in HubSpot

Customers in Cin7 Core are typically equivalent to Companies in HubSpot. Both can have multiple contacts associated with them. You can sync customer information in either direction, but not both at the same time.

See Customers for more information about Customers in Cin7 Core. In Cin7 Core, Customers can have one or more associated contacts.
See Create Contacts and Create Companies for more information about how Contacts and Companies are managed in HubSpot. In HubSpot, Contacts can be associated with a Company, or independent (not associated with any company).

Prerequisites

Access customers

Access customers in your Cin7 Core account.

  1. Select Integrations from the main menu, then HubSpot.

  2. Select the Customers tab. This will look different depending on your sync direction, Export to HubSpot or Import from HubSpot.

Export customers

The From Cin7 Core sub-tab is visible on the Customers tab if the sync direction is set to Export to HubSpot.

Your Cin7 Core customer list is visible on this sub-tab. View, filter, and search for your customers in Cin7 Core from here. Click Refresh to make sure the most recent customer information from Cin7 Core is displayed

If auto-sync is enabled, any updates (Name, Phone number, Email, Custom fields) to listed customers will be exported automatically. You can also export customers manually.

List or update one or more customers at once from Cin7 Core to HubSpot.

  1. Use filters or search to show the customers that you want to list or update. Customers that have not yet been listed will have Listing status: No.

  2. Click Start to begin the export. You will receive a notification showing if the listing has been successful.

Export customer contacts

Customers without contacts in Cin7 Core are exported to HubSpot as a contact with no associated company.

Customers with at least one contact in Cin7 Core are exported to HubSpot as a company. All associated contacts are exported and linked to the HubSpot company.

If a Cin7 Core customer status is set to Deprecated, then all associated contacts will have Inactive status in HubSpot.

Import customers from HubSpot

The ToCin7 Core sub-tab is visible on the Customers tab if the sync direction is set to Import from HubSpot.

If you have HubSpot contacts already imported, they will be listed here. If not, the screen will be blank. If auto-sync is enabled, any new Hubspot contacts or updates to listed contacts will be imported automatically. You can also manually import customers and contacts:

  1. Click Download contacts to import all companies and contacts.

Customer name, Contact name, Contact phone number and Contact email are imported from HubSpot. Customer base currency, Revenue account, Payment term, Tax rule and Address type are configured from your HubSpot settings.

If a customer is found in Cin7 Core with a matching name to a HubSpot company, and HubSpot is master of data, this customer will be updated with the information from HubSpot.

If a customer contact is found in Cin7 Core with a matching email address to a HubSpot contact, and HubSpot is master of data, this contact will be updated with the information from HubSpot.

If no matching contact is found in Cin7 Core, new customers and customer contacts will be created automatically.

  • A company from HubSpot is imported as a customer.

  • A contact with a company will be imported to a customer as a customer contact.

  • A contact without a company will be imported as a customer with one contact unlessIgnore contacts without organizations is enabled.

  

Associate one contact to many companies or deals

This feature requires access to HubSpot Beta API

Each contact can be associated with multiple companies. Contacts with duplicate emails in Cin7 Core will be exported as a single contact to HubSpot, associated with each customer or company.

Example

We have 3 Cin7 Core contacts:

  • Peter Blood (corsair_1@mail.uk) in the Arabella company,

  • Henry Morgan (corsair_1@mail.uk) in the Admiralty company and

  • Richard Worley (corsair_1@mail.uk) in the Revenge of New York company

  • Only Peter Blood will be exported to HubSpot. Arabella, Admiralty and Revenge of New York companies will be associated with him (and vice versa).

Associate contacts with companies

If you have an association in HubSpot associating contacts with companies,Cin7 Corewill use this to link contacts and companies.

  1. Open Settings

  2. Go to Objects > Customers in the menu

  3. Select the Associations tab

  4. Click Create association label, then Associate contacts with companies

  5. Name the association label

  6. Create the label to finish

If you do not already have an  association with these settings in HubSpot, Cin7 Core will create one automatically during export, named Multiple relationship.

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