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Once HubSpot is connected, you can import HubSpot information into Upflow. Data is imported at the company level, which maps to your Upflow customers.

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HubSpot contacts

Turn on the HubSpot Contacts option to use your HubSpot contacts in Upflow. You’ll find it in the Configure your HubSpot integration step during setup, and on the HubSpot page of your CRM settings. What the option does depends on whether your organization is connected to a billing or accounting integration:
  • With a billing or accounting integration (NetSuite, QuickBooks, Xero, and so on): Upflow stops syncing contacts from that integration. Upflow uses your HubSpot contacts for collection instead. It’s not yet possible to combine contacts from both sources in Upflow.
  • Without a billing or accounting integration: Upflow imports your HubSpot contacts to enrich your collection.
HubSpot contacts are attached to the Upflow customer that matches their associated HubSpot company.

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Disable the contacts import

  1. Go to the HubSpot page of your CRM settings.
  2. Clear the HubSpot Contacts checkbox and save.
  3. In the Disable HubSpot contacts import? confirmation, confirm.
Upflow deletes all HubSpot contacts from Upflow. If you have a billing or accounting integration, Upflow re-imports the contacts from that integration. The purge and re-import can take from a few minutes to a few hours, depending on your data volume.

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HubSpot custom fields

Importing HubSpot company custom properties is enabled automatically when you connect — it’s always on and can’t be turned off. The Configure your HubSpot integration step showing that HubSpot custom properties are imported into Upflow. You stay in control of which properties come in: manage and select the company custom fields to import from your Custom fields settings. When you add a HubSpot custom field to Upflow, the value can take a few minutes to appear.

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Supported custom field types

If you don’t see an imported value after a few hours, contact our support team with the field details (type), a couple of customer examples, and a screenshot from HubSpot.