About the simPRO to HubSpot integration
Please also visit our Integration Menu Overview
article to learn more about each and every menu of this integration. For pairing setup instructions please visit simPRO HubSpot Two Way - How To guide
How often does the sync run?
Every 30 minutes. This is currently a two-way sync from simPRO to HubSpot.
HubSpot to simPRO - on demand (using a button to send data)
simPRO to HubSpot - every 30 minutes
The integration syncs every 30 minutes as long as a record has been edited and saved. This can be any edit (ie. adding a full stop to the private note, update of phone number, etc) not just edits to the quotes, contacts or company area. The first sync is sending all information from simPRO to HubSpot and creating records of updates. Once this is done, new records are sent across to simPRO. These occur if they have been created since the last sync window.
What triggers the information being transferred?
Once you have made changes to a Quote / Company / Contact and hit save, the files will be synced in a 30 minute window. (ie. 9:00 , 9:30, 10:00 …)
Yes, the integration is a two-way sync (simPRO to HubSpot and HubSpot to simPRO). The original copy is your simPRO data.
Where do I go to check the settings and billing details on my HubSpot integration?
You can view your settings configurations and any billing details by going to the SyncEzy Portal here
. In the Portal, navigate to Plan Details to see billing details.
Is there a limit on how many records can be sent in 24hrs?
There are no limits.
Can I change the HubSpot account?
Choose the integration you’d like to edit and “Reset Credentials” from the left menu. This will reset your credentials on both sides and you can reconnect the simPRO and HubSpot to a different account. The sync will start again from scratch and resync all your files from simPRO to HubSpot.
Can I customise what is sent over from simPRO to HubSpot?
At this stage you can’t customize what is sent over, or limit only certain files and folders to be sent over, everything from simPRO will be sent over to HubSpot.
Have a support question?
We offer three support channels:
Phone - #1 for Support
AUS: +61 2 9136 9448
NZ: +64 9 303 2999
UK: +44 203 670 1109
US: +1 720 500 9302
Have you done this before and what about the security of data?
Yes, we have. We have been building integrations for the last eight years with over 50 integrations built across various systems. All our communication between systems is fully encrypted.