simPRO HubSpot (Two-Way) Integration Overview

simPRO to HubSpot (Two-Way) Integration Overview





Summary

This guide will give a detailed overview of every section and tab that you can find in your simPRO to HubSpot integration.

Details


SyncEzy-Email

This is the email associated with your SyncEzy account.

simPRO-URL

This is the URL of your connected simPRO account.

Company ID

This is the connected simPRO company ID.

HubSpot-Username

This is the username connected to HubSpot account.

Integration Name

This setting is to give a custom name to your integration.  Click on the pencil icon to edit and click save when you are done. You can enter 70 characters maximum.

Notification Emails

That is where you enter the email to receive notifications about your sync status. You can change it or add multiple emails (separate each email with a comma). 

Data View



In the Data view tab, you can view data related to the simPRO to HubSpot sync. You can also export them as an Excel spreadsheet.

Company Pairing



In this option, you need to pair the SimPRO Customer fields to the Hubspot Company fields. You can pair one field at a time, as many as you need. You can also pair SimPRO custom fields provided the relevant fields are also available in Hubspot. 
Click on Add Fields for every field that you need paired. Click Submit when you are done.

Contact Pairing 



In this option, you need to pair the SimPRO Contact fields to the Hubspot company fields. You can pair one field at a time, as many as you need. You can also pair SimPRO custom fields provided the relevant fields are also available in Hubspot. 
Click on Add Fields for every field that you need paired. Click Submit when you are done.

Quotes Pairing


In this option, you need to pair the SimPRO Quote fields to the Hubspot Deal fields. You can pair one field at a time, as many as you need. You can also pair SimPRO custom fields provided the relevant fields are also available in Hubspot. 
Click on Add Fields for every field that you need paired. Click Submit when you are done.

Stage Pairing



In this option, you need to pair the SimPRO Quote Stage to the Hubspot Deal Stage. If the same Stage has been paired to multiple Hubspot fields, the very first stage in the list will be considered when syncing from SimPRO to Hubspot. From Hubspot to SimPRO, it considers whichever stage is paired in the pairing page.
Click on Add Fields for every stage that you need paired. Click Submit when you are done.

Sync Status


You can view the sync status in this tab - success or failure. The sync runs whenever you make changes to quotes, company, contacts, and stage on both accounts.

Sync Now



Use the Sync Now button in this tab to trigger a manual sync. SyncEzy's integration will automatically sync this for you. This button needs to be pressed only for the very first sync or as a backup option.

Plan Details



The Plan Details tab is a summary of your current subscription status. Below is a brief explanation of each text box.

Customer Name

This is the name you signed up with on the integrations portal.

Customer Email

This is the email you signed up with on the integrations portal

Plan Name

This is your integration plan name.

Plan Code

This is the code we use internally and it is related to the plan name.

Plan Price

This will show the amount you paid for the integration, depending on the plan tier and how long you have chosen to subscribe for.

Interval of Subscription and Interval - Unit of subscription

These two fields are related and specify how many months or years you have opted to subscribe for.

Next Bill Date

This field specifies the next date you will be billed for the subscription.

Subscription Status

This field specifies whether your integration is live/trial or in another status.

Subscription ID and Subscription Number

These two fields are the references to your subscription. If you have any issues with your subscription, you can give either of these to SyncEzy's Support Team to help you check.

FAQ

The FAQ tab is a button that will link you to the PropertyMe to Hubspot FAQ document.

Have a support question?

We offer three support channels: 

Chat - Live Chat (24x5 Support) from within your integration portal.  

Phone - #1 for Support
AUS: +61 2 9136 9448 
NZ: +64 9 303 2999 
UK: +44 203 670 1109
US: +1 720 500 9302

Email - support@syncezy.com


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