Sync contacts between Superproposal and Hubspot account?
Pull Contacts
You can use two ways to pull contact from Hubspot to Superproposal:
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 Contacts option.
Choose Contacts that you would like to be pulled (downloaded) from Hubspot into your Superproposal account by clicking on the Pull Contacts button and click on the Submit button.
Click on the Sync Contact button. Once clicked on it, all your chosen contacts from Hubspot will be visible on the Superproposal.
If you want to update the details of contacts already pulled/pushed between Hubspot and Superproposal, click on the Sync tab on the All Contacts page.
Click on the '**Pull from Hubspot/Push to Hubspot** button under the Sync tab.
Select the contact which you want to update and click on the Sync button. Your Hubspot and Superproposal account will be synced in a while and you will get a notification.
Push Contacts
Choose contacts 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 Contact’ button. Once clicked on it all your chosen contact from Superproposal will be visible on the Hubspot account.
You will be able to see the contacts that were in Superproposal, which are now shown in the contacts section in the Hubspot dashboard.
You can use two ways to pull contact from Hubspot to Superproposal:
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 Contacts option.
Choose Contacts that you would like to be pulled (downloaded) from Hubspot into your Superproposal account by clicking on the Pull Contacts button and click on the Submit button.
Click on the Sync Contact button. Once clicked on it, all your chosen contacts from Hubspot will be visible on the Superproposal.
If you want to update the details of contacts already pulled/pushed between Hubspot and Superproposal, click on the Sync tab on the All Contacts page.
Click on the '**Pull from Hubspot/Push to Hubspot** button under the Sync tab.
Select the contact which you want to update and click on the Sync button. Your Hubspot and Superproposal account will be synced in a while and you will get a notification.
Push Contacts
Choose contacts 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 Contact’ button. Once clicked on it all your chosen contact from Superproposal will be visible on the Hubspot account.
You will be able to see the contacts that were in Superproposal, which are now shown in the contacts section in the Hubspot dashboard.
Updated on: 07/08/2024
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