⚠️ Please note: HubSpot data sync is separate from the main Aircall integration with HubSpot which is installed through the Aircall Dashboard. It will need to be installed separately through HubSpot's App Marketplace.

With HubSpot data sync you can create a one-way or two-way contact sync between HubSpot and Aircall, which works as a complement to the main Aircall integration.

Integration requirements

• You must be a Super Admin or have App Marketplace permissions in your HubSpot account.

Connect the integration

• In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar, then select App Marketplace.

• Use the search bar to search for the Aircall integration and click Aircall in the results. In the top right, click Connect app.

• In the pop-up box, log in to your app account.

• Review the requested access permissions, then click Allow.

• You will be redirected back to the app page in your settings.

⚠️ Please note: if you are using multiple sync solutions to sync data with HubSpot already, you might want to pause them or make sure they are not conflicting.

Configure your sync settings

Turn on the sync

After connecting the app you will need to turn the sync on. You can configure a one-way or two-way sync for your data.

• In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar. Under Manage, select Connected apps.

• Click the app.

• Click Set up your sync.

• On the Choose an object to sync page, click the object you want to sync between HubSpot and Aircall. Learn more about syncing contacts and leads to other apps.

• Click Next.

Creating and updating contacts

Decide what happens when a contact is updated in the Aircall application or HubSpot.

There are four separate configurations you can select:

• Two-way sync (Default).

• One-way sync from HubSpot to your Aircall app.

• One-way sync from Aircall to HubSpot.

• Use sync filters

One-way sync from HubSpot to Aircall

This configuration will sync all new and updated contact information from HubSpot to Aircall.

One-way sync from Aircall to HubSpot

This configuration will sync all new and updated contact information from Aircall to HubSpot.

Two-way sync

This configuration will sync all new and updated contact information from HubSpot to Aircall and from Aircall to HubSpot. For contacts that already exist in both platforms, their contact properties will be merged.

Use sync filters

Sync filters can be used to limit the scope of the sync. The filters that appear in the dropdown menus depend from app to app.

To test out your sync, you can create a static list with a small number of contacts first before setting it live for all or a larger set of contacts.

Handling duplicates

By default, HubSpot will only sync contacts that have a valid email address. You can turn this off by clearing the checkbox.

Deleting contacts

The integration will not delete contacts when they have been deleted in the Aircall app.

Resolving data conflicts

When you have two-way sync enabled there may be some data conflicts that will need to be resolved. For example, in HubSpot, the First name of a contact is Dave while in Aircall the First name of that same contact is David. This is a conflict that will be resolved by looking at the defaulting app. If there is no value in the field in the defaulting app, no data will be removed from the Aircall app.

⚠️ Please note: this setting does not overrule sync direction.

• When you are happy with your sync setup, click Review in the top right.

• Review your sync and click Save and sync.

  • The initial sync may take a while to run, when it is complete contacts will sync within 5-10 minutes of a change.

  • Any time you turn on a new sync or change settings, we will immediately import any relevant historical updates.

Edit data sync

• In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar. Under Manage, select Connected apps.

• Click the app.

• Click Actions > Edit sync settings

• You will be redirected to the sync settings.

Turn off data sync

• In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar. Under Manage, select Connected apps.

• Click the app.

• Click Actions > Turn off sync.

• In the pop-up box, click Turn off sync.

Please feel free to reach out to HubSpot's Support Team for further assistance!