Get Started with Syncberry

Integrate your HubSpot with third-party systems effortlessly using Syncberry. Harness the power of AI to refine data analysis, automate synchronization, and enhance workflow efficiency. Gain full operational insight with customizable synchronization schedules and data preferences tailored just for you.

The Syncberry app integrates with any cloud software like using endpoints like leads and accounts with HubSpot contacts and companies, enabling users to:

• Customized task automation
• Intelligent workflow streamlining
• Process optimization, curated just for you
• data synchronization across multiple software systems
• Leverage Syncberry to eliminate manual data entry and let it handle the data input seamlessly for you.
• Harness the power of AI with Syncberry for enhanced data management and analytics in your software systems.

Install:

Here is how to install Syncberry in Hubspot

1. Log into HubSpot
2. Navigate to Settings > Integrations
3. Locate the Syncberry card
4. Click Install
5. Select your HubSpot account (portal)
6. Click Choose Account
7. Review the requested scopes on this screen. Syncberry requests access to read and write to contacts and companies and read and edit contact and company properties
8. Click Connect app
9. You will be redirected to the HubSpot “Integrations” page and new configuration options will appear. See the next section

Configure:

Syncberry support team will help configure all aspects of your syncing and automation so you don’t have to worry about any additional setup or configurations.

In your HubSpot account > Settings > Integrations > Syncberry:

Examples of Syncing options are as follows but will be handled by the Syncberry Support team to ensure that your systems run smoothly.

1. Toggle “Sync direction” to either One-way (Syncberry will only update HubSpot) or Two-way (Syncberry will keep Any App and HubSpot in sync)
2. Map your Any App lead and account fields to HubSpot default and custom contact and company properties
3. When ready, toggle “Sync” from “OFF” to ON
4. Select either Sync existing records or Sync only new records
5. Click Done

Use:

Syncberry does all the work for you so you can do your job without any additional tasks and is fully automated on the back end.

Syncberry automatically keeps your 3^rd party software leads and accounts synced with your HubSpot contacts and companies according to your configured settings (see “Configure” section above). Syncs run at least every 5 minutes. No manual actions are required.

Disconnect:

How to disconnect your Syncberry app from HubSpot.

Note: If you disconnect your HubSpot account from Syncberry, all 3^rd party software platforms utilizing the service with data endpoints like lead and account data will no longer sync to HubSpot contacts and companies (and vice versa). Existing data will remain on your HubSpot records.

1. Log into HubSpot
2. Navigate to Settings > Integrations
3. Locate the Syncberry card
4. Click Disconnect
5. Click Yes, I am sure

Uninstall:

To uninstall Syncberry from your HubSpot account, follow the instructions in this HubSpot Knowledge Base article.