Integration with HubSpot: To Synchronize Leads

System Preparation

Launch the MYOB Acumatica website, and sign in to the necessary tenant.

Step 1: Verifying the Lead Import Scenario

To verify and modify (if necessary) the import scenario used for leads, do the following:

1. Open the Import Scenarios (SM206025) form.
2. In the Name box of the Summary area, select Import Leads From Hubspot.
3. In the Provider box, make sure that the correct provider is selected.
4. On the Mapping tab, make sure that the specified settings are correct; modify them if necessary.
5. On the Source Restrictions tab, make sure that the restrictions give you the ability to correctly synchronize HubSpot contacts with MYOB Acumatica leads.
6. On the form toolbar, click Save.

Step 2: Verifying the Lead Export Scenario

To verify and modify (if necessary) the export scenario used for leads, do the following:

1. Open the Export Scenarios (SM207025) form.
2. In the Name box of the Summary area, select Export Leads to HubSpot Realtime.
3. In the Provider box, make sure that the correct provider is selected.
4. On the Mapping tab, make sure that the specified settings are correct; modify them if necessary.
5. On the Source Restrictions tab, make sure that the restrictions give you the ability to correctly synchronize MYOB Acumatica leads with HubSpot contacts.
6. On the form toolbar, click Save.

Step 3: Configuring the Real-Time Synchronization Profile for Leads

Configure the real-time synchronization for leads as follows:

1. Open the HubSpot Sync (HS205020) form.
2. In the table, add a new row, and do the following in the row:
   1. In the Entity column, select Lead.
   2. In the Import Scenario column, select Import Leads From Hubspot.
   3. In the Export Scenario column, select Export Leads to HubSpot Realtime.
   4. In the Number of Attempts column, select the appropriate maximum number of attempts the system will make to restart synchronization after it has failed.
   5. In the Master Source column, select the source system.
3. On the form toolbar, click Save.

Step 4: Verifying the Integration

Verify that the systems are correctly integrated with each other as follows:

1. Open the Leads (CR301000) form, and create a lead.

   For details, see Leads: To Create a Lead Manually.

2. On the table toolbar of the HubSpot tab, click Sync with HubSpot.
3. Go to the HubSpot instance, and verify that the contact related to the lead exists in the system.
4. In HubSpot, modify any value for the contact.
5. In MYOB Acumatica, return to the Leads form. On the table toolbar of the HubSpot tab, click Sync with HubSpot.
6. Verify that the value modified in HubSpot has been also modified in MYOB Acumatica.

Step 5: Synchronizing the Out-of-Sync Data

Do the following to synchronize the data that has become out of sync:

1. Open the HubSpot Data Resync (HS205035) form.
2. In the Sync to Start box of the Selection area, select Full Data Resync.
3. In the table, select the Included check box in the row of the Lead entity.
4. On the form toolbar, click Process.
   Attention: The process may be time-consuming if a large number of records is involved. It may take hours or even days.

Step 6: Starting the Real-Time Synchronization Process

To start the real-time synchronization, perform the following instructions:

1. Open the HubSpot Sync (HS205030) form.
2. In the table, select the Included check box in the row of the Lead entity.
3. On the form toolbar, click Start.

You can create a schedule to run the synchronization processes automatically. For details, see Integration with HubSpot: To Schedule Synchronization Processes.