Integration with HubSpot: To Synchronize Marketing List

In this activity, you will learn how to configure the synchronization of marketing list headers and marketing list membership between HubSpot and MYOB Advanced.

System Preparation

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

Step 1: Verifying the Marketing List Import Scenario

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

  1. Open the Import Scenarios (SM206025) form.
  2. In the Name box of the Summary area, select Import Marketing Lists 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.
    Note: Depending on which system is the master system, activate or deactivate the Dynamic List field. Generally, if the master system for contact lists is HubSpot, all marketing lists in MYOB Advanced are static.
  5. On the Source Restrictions tab, check the restrictions, and change them if necessary.
  6. On the form toolbar, click Save.

Step 2: Verifying the Marketing List Export Scenario

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

  1. Open the Export Scenarios (SM207025) form.
  2. In the Name box of the Summary area, select Export Marketing Lists 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, check the restrictions, and change them if necessary.
  6. On the form toolbar, click Save.

Step 3: Configuring the Real-Time Synchronization Profile for Marketing Lists

Configure the real-time synchronization for marketing lists 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 Marketing List.
    2. In the Import Scenario column, select Import Marketing Lists From Hubspot.
    3. In the Export Scenario column, select Export Marketing Lists 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 Synchronization

Verifythe systems are correctly integrated with each other as follows:

  1. Open the Marketing Lists (CR204000) form, and create a marketing list.
  2. On the table toolbar of the HubSpot tab, click Sync with HubSpot.
  3. Go to the HubSpot instance, and verify that the marketing list exists in the system.
  4. In HubSpot, modify any value for the marketing list.
  5. In MYOB Advanced, return to the Marketing Lists 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 Advanced.

Step 5: Synchronizing 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 Marketing List entity.
  4. On the form toolbar, click Process.
    Attention: The process may be time-consuming if a large number of records is involved.

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 Marketing List entity.
  3. On the form toolbar, click Start.

Step 7: Synchronizing the Marketing List Membership with the HubSpot Contact List

Do the following:

  1. Open the HubSpot Marketing List Members (HS205050) or HubSpot Marketing List Members (HS205051) form.
    Note: Use the form you have permission to access.
  2. In the Marketing List box of the Summary area, select the marketing list whose membership you want to synchronize with HubSpot.
  3. In the Action box, select Push Members to HubSpot.
  4. On the form toolbar, click Fetch.
  5. After the process is complete, for all members, make sure that the Entity Sync Status is Synchronized.
    Note: Members that do not have the Synchronized status cannot be added to HubSpot.
  6. On the form toolbar, click Process All.

Step 8: Synchronizing the HubSpot Contact List Membership with Acumatica Marketing List Membership

Do the following:

  1. Open the HubSpot Marketing List Members (HS205050) or HubSpot Marketing List Members (HS205051) form.
    Note: Use the form that you have permission to access.
  2. In the Marketing List box of the Summary area, select the marketing list whose membership you want to synchronize with HubSpot.
  3. In the Action box, select Pull Members from HubSpot.
  4. On the form toolbar, click Fetch.
  5. After the process is complete, for all members, make sure that the Entity Sync Status is Synchronized.
    Note: Members that do not have the Synchronized status cannot be added as marketing list members to MYOB Advanced.
  6. On the form toolbar, click Process All.

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