Sync accounts between Hubspot to Superproposal?
Pull Accounts
Go to the Settings option, in the top right profile area. Once you click on it, you will find the Hubspot option under the Integrations tab.
Select the Accounts option.
Choose Accounts that you would like to be pulled (downloaded) from Hubspot into your Superproposal account by clicking on the Pull Accounts button and click on the Submit button.
Click on the Sync Account button. Once clicked on it all your All chosen accounts from Hubspot will be visible on the Superproposal account.
Push Accounts
Go to the Settings option, in the top right profile area. Once you click on it, you will find the Hubspot option under the 'Integrations' tab. Select the Accounts option.
Choose Accounts that you would like to be pushed (uploaded) from Superproposal into your Hubspot account by clicking on the Push Accounts button and click on the Submit button.
Click on the Sync Account button. Once clicked on it all your All accounts from Superproposal will be visible on the Hubspot account.
All Account
If you want to update the details of accounts already pulled/pushed between Hubspot and Superproposal,
Go to the All Account page by clicking on the Accounts & Contacts option from the left navigation menu.
Now to Update any accounts between Hubspot and Superproposal, click on the Pull from Hubspot / Push to Hubspot button under the Sync tab.
Select the account which you want to update and click on the Sync button. Your Hubspot and Superproposal account will be updated in a while and you will get a notification.
On the Hubspot account, you can see all the Pushed/Updated Superproposal accounts under the "Accounts" section.
You will be able to see the accounts that were in Superproposal, which are now shown in the Companies section in the Hubspot dashboard.
Go to the Settings option, in the top right profile area. Once you click on it, you will find the Hubspot option under the Integrations tab.
Select the Accounts option.
Choose Accounts that you would like to be pulled (downloaded) from Hubspot into your Superproposal account by clicking on the Pull Accounts button and click on the Submit button.
Click on the Sync Account button. Once clicked on it all your All chosen accounts from Hubspot will be visible on the Superproposal account.
Push Accounts
Go to the Settings option, in the top right profile area. Once you click on it, you will find the Hubspot option under the 'Integrations' tab. Select the Accounts option.
Choose Accounts that you would like to be pushed (uploaded) from Superproposal into your Hubspot account by clicking on the Push Accounts button and click on the Submit button.
Click on the Sync Account button. Once clicked on it all your All accounts from Superproposal will be visible on the Hubspot account.
All Account
If you want to update the details of accounts already pulled/pushed between Hubspot and Superproposal,
Go to the All Account page by clicking on the Accounts & Contacts option from the left navigation menu.
Now to Update any accounts between Hubspot and Superproposal, click on the Pull from Hubspot / Push to Hubspot button under the Sync tab.
Select the account which you want to update and click on the Sync button. Your Hubspot and Superproposal account will be updated in a while and you will get a notification.
On the Hubspot account, you can see all the Pushed/Updated Superproposal accounts under the "Accounts" section.
You will be able to see the accounts that were in Superproposal, which are now shown in the Companies section in the Hubspot dashboard.
Updated on: 07/08/2024
Thank you!