Sync prospects from Hubspot to Outplay
Sync prospects from Hubspot to Outplay Sync old and new prospects to your Outplay
There are a few aspects to consider while setting up the Integration.
Before Integration with Outplay
The sync behaves differently for the data that are already existing in Hubspot.
After Integration with Outplay
The sync behaves differently for the data that are created after the Integration with Outplay.
Before integration with Outplay
Let’s assume there are 100 contacts in our Hubspot account. In order to sync all 100 contacts to our Outplay account, we have to select all those 100 contacts in Hubspot and choose the bulk edit option to update any field for them in Hubspot. When we update the prospects, the API captures those updated prospects as new prospects and syncs them into Outplay automatically.
Example: If the Twitter field is not used, then select all the contacts in Hubspot and bulk update the twitter field.
Process: After updating contacts in Hubspot, go to your Outplay account, Profile >> Settings >> integrations and API >> Hubspot Integrations >> Prospect and click on 'Sync now'.
After integration with Outplay
All the contacts that are created after the integration will be considered as new prospects and sync into Outplay automatically. Here, no updation of fields is required to sync them into Outplay.
Updating contacts information in Hubspot.
When we update a contact in your Hubspot account, the prospect will get updated automatically in outplay as per the sync cycle (10 mins – default).
NOTE: The default periodical polling sync is set to 10 mins.
NOTE: Updating prospects will not create duplicates in Outplay
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Updated on: 31/05/2024
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