The HubSpot integration allows you to keep your contacts up-to-date. You can connect your HubSpot account from the Integrations marketplace.

Integration Setup

You need to configure all the settings in the Settings, User Mapping, Field Mapping, and Sync tabs. After that, you need to enable the sync.

Settings

If you want to copy all emails that you send via Overloop in your HubSpot, you can add the HubSpot BCC address here. If you have multiple users, you can set a unique BCC address for each user in the next step (User mapping).

User mapping

Match contacts' owners in Overloop with users in HubSpot if their emails are the same on both platforms.

You can also add a unique BCC address for each user to log emails sent via Overloop in your HubSpot account.

Field mapping

Define how data matches between Overloop and Salesforce. Read more here.

Sync

To start syncing your contacts, configure the bi-directional sync.

Did this answer your question?