Data Sync Configuration

After connecting your HubSpot account with SubscriptionFlow, follow this guide to configure data sync between the two systems.

1. Go to 'Administration Settings' and navigate to 'Apps' under Apps & APIs.

2.  Click on HubSpot under Apps Connected from the marketplace. The app is connected by following the integration steps in this guide. 

3. You can see a checklist under the App Status tab. A connection has been established. Next, you need to sync customer data across the two systems. To do this, click on 'Configurations' and scroll down. 

4. The first sync transfers data from HubSpot to SubscriptionFlow. Select if you want to import your Contacts or Companies from HubSpot.

5. Also enable auto-sync if you want new contacts or companies inside HubSpot to be synced into SubscriptionFlow in real-time.

6. Then click 'Sync Now'. Your selected contacts or companies will be imported into SubscriptionFlow as Customers.

7. Confirm by clicking the ‘Okay’ button and proceed with the data sync.

6. A green notification box will pop up indicating that the resource sync has started.

7. Click on the ‘Save’ button at the end. 

8. A green pop-up will appear, indicating that the configuration has been saved successfully.

9. The next and final configuration step is to sync data from SubscriptionFlow into HubSpot. You can choose All Customers or only Customers with Active Subscriptions to be synced to Contacts inside HubSpot. 

10. Click on the ‘Sync Now’ button. 

11. Confirm data sync by clicking the 'Okay' button to proceed with the data sync.

12. Click on the 'Save' button.