Imagine you're a business owner. Every day, new information about your customers comes in. With technology always evolving, no single app can handle everything you need. So, you end up using multiple apps to manage your tasks efficiently.

However, manually updating customer data across these apps can be tiring and may affect your work and the accuracy of your data. But if you're using HubSpot, there's a solution: HubSpot Data Sync. This software lets you synchronize data between HubSpot CRM and nearly 90 other popular apps.

Let's explore more about this tool and see how it can help you keep your data organized across different applications.

What is the HubSpot Data Sync Tool?

Say goodbye to the hassle of manually updating data between different apps! HubSpot Data Sync software is here to streamline your data management process.

With HubSpot Data Sync, you can effortlessly synchronize data between various applications, eliminating the need for manual updates and ensuring efficient and high-quality data management. 

Now, let's explore the steps of syncing your apps with HubSpot Data Sync and discover the advantages that this tool offers.

How do you sync Integrated Apps?

Let's initiate the process of syncing your data! Before diving in, it's essential to ensure that you have the necessary permissions, such as App Marketplace permissions or Super Admin access, to proceed with HubSpot Data Sync.

Once you've confirmed your permissions, we can proceed with the following steps to synchronize your data seamlessly:

  • Navigate to either the App Marketplace or access HubSpot Data Sync to locate the Data Sync Apps.
  • Select the appropriate App that aligns with your syncing requirements.
  • Proceed to install and connect your HubSpot account to the selected App.
  • After a successful connection, you can initiate the setup process for syncing by following the next set of instructions.
  • Click on the “Set up sync” button.
  • Now, you'll have the option to choose the specific objects you wish to synchronize. The available list of objects may vary depending on the selected App. For instance, if you're syncing Google contacts, you'll likely find an option for Contact sync.
  • Once you've selected the desired objects to sync, proceed by clicking “Next.”

Following this, you'll encounter four sections to complete the sync action: Configure, Limit, Organize, and Review. These sections will allow you to fine-tune your syncing preferences.

Let's navigate through these sections to ensure that your data sync operation meets your specific needs and preferences.


With the ‘Configure' tab, you can fine-tune various settings such as sync direction, data conflict resolution, and default mapped fields. Follow the steps below to configure:

  • Sync Direction: Begin by selecting the sync direction, whether it's one-way (Data syncs only to HubSpot or  Data syncs only to Google Contacts) or two-way data sync (Data syncs between both apps). 
  • Data Conflict Resolution: In this section, choose the app that will take precedence and overwrite the other in case of a data conflict.
  • Default Mapped Fields: Here, you have the option to set default mapped fields by toggling the switch. Moreover, you can customize this further by adding custom fields and designating them as default.

By configuring these settings under the ‘Configure' tab, you ensure that your data sync operation aligns with your preferences, optimizing the efficiency and accuracy of your integrated app synchronization.


Before progressing further, it's crucial to navigate to the limit section, where you can establish filters to refine your synchronization process effectively. Here's how you can utilize this section:

  • Duplicate Reduction: Enable this feature to identify and manage duplicates efficiently. It checks for duplicates based on email addresses and ensures that unique contacts are synchronized, minimizing redundancy and maintaining data integrity.
  • Filters: This feature empowers you to specify criteria to limit the contacts that will be synced. By setting filters, you can tailor the synchronization process to include only the contacts that meet certain criteria, streamlining the data transfer and ensuring that only relevant information is synced between integrated apps.

Once you've chosen the criteria and applied filters, click done to save the changes. Next, let's explore the Organize tab.


With the Organize section, you can streamline the management of your data flow effectively. Here's what you can do in this section:

  • Automatic Associations: Within this feature, you can grant certain apps access to automatically associate data.
  • Automatic Deletions: This function allows you to authorize specific apps to automatically delete data as needed.


Before finalizing the synchronization process for integrated apps, it's crucial to thoroughly review all your settings to ensure everything is configured to your preferences. Here's how you can navigate through the Review section.


Once you've carefully assessed and confirmed your settings, proceed by clicking on “Save and Sync” to initiate the data synchronization process successfully. This step ensures that the data flows seamlessly between your integrated apps, facilitating efficient operations and data consistency.

Turn off Sync and Delete Sync

Furthermore, if the need arises to make adjustments or discontinue syncing for specific objects, you can easily manage these actions by following the steps below:

  • Turn Off Sync: Hover over the object you wish to stop syncing, then click on the dropdown menu labelled “More.” From the options provided, select “Turn off sync” and confirm your decision in the pop-up window. This action will halt the synchronization process for the selected object.
  • Delete Sync: Similarly, if you need to completely remove a sync setup, hover over the respective object and choose the “Delete sync” option from the dropdown menu. Confirm the deletion by typing “delete” in the pop-up window.

By leveraging these options, you can maintain precise control over your data synchronization process and ensure that it aligns seamlessly with your operational requirements.

Why to use Data Sync Software?

HubSpot Data Sync offers several benefits for businesses looking to integrate and synchronize their data across various platforms. Here are some of the key advantages:

  • Centralized Data Management: HubSpot Data Sync allows businesses to centralize their data within the HubSpot platform. This eliminates the need for different systems and manual data entry, streamlining processes and reducing the risk of errors.
  • Improved Data Accuracy: By syncing data in real-time or at scheduled intervals, HubSpot Data Sync helps ensure that information across systems remains accurate and up-to-date. This enhances the reliability of data-driven decision-making and prevents inconsistencies that can arise from outdated or incomplete data.
  • Enhanced Customer Insights: With synchronized data, businesses gain deeper insights into customer behavior, preferences, and interactions across various touchpoints. This comprehensive view enables more targeted marketing campaigns, personalized communication, and better customer service, ultimately driving engagement and loyalty.
  • Increased Productivity: By eliminating the need for manual data entry and reconciliation, HubSpot Data Sync frees up time for employees to focus on strategic initiatives and value-added activities. This can lead to increased productivity and better utilization of resources within the organization.
  • Scalability: HubSpot Data Sync is scalable and can accommodate the growing data needs of businesses as they expand their operations or customer base. Whether dealing with hundreds or thousands of records, the synchronization process remains efficient and reliable.
  • Customization and Flexibility: Businesses can customize the data synchronization process according to their specific requirements and preferences. HubSpot Data Sync offers flexibility in mapping data fields and defining sync direction, ensuring that it aligns with the unique needs of each organization.
  • Integration Capabilities: HubSpot Data Sync integrates seamlessly with third-party applications and systems, including CRMs, marketing automation platforms, ERP software, and more. This interoperability allows businesses to leverage existing investments in technology infrastructure and extend the capabilities of their HubSpot ecosystem.
  • Cost Savings: By streamlining data management processes, reducing manual effort, and improving operational efficiency, HubSpot Data Sync can lead to cost savings for businesses over time. The optimized use of resources and increased productivity contribute to a better return on investment (ROI) for the organization.

Ready to streamline your Data Flow with HubSpot Data Sync?

HubSpot Data Sync offers a convenient solution for synchronizing data between integrated apps. With its user-friendly interface and customizable settings, it helps streamline operations and maintain data consistency across platforms.

We'd love to hear from you! How would you rate the utility of HubSpot Data Sync? Please share your comments. 

If you have any further questions regarding HubSpot Data Sync or if you're interested in discovering more about HubSpot Services, feel free to contact us.

Frequently Asked Questions

HubSpot Data Sync is a feature that enables the seamless transfer of data between HubSpot and other integrated apps or platforms. It ensures that your data remains consistent and up-to-date across all connected systems, enhancing productivity and streamlining operations.

Data sync works by establishing a connection between different apps or platforms, allowing them to exchange information automatically. In the case of HubSpot Data Sync, it utilizes APIs (Application Programming Interfaces) to facilitate the transfer of data between HubSpot and other integrated systems. This ensures that changes made in one platform are reflected in the other, maintaining data consistency and accuracy.

Yes, HubSpot offers integration with Outlook. This integration allows users to sync their Outlook email accounts with HubSpot CRM, enabling them to track email communications, schedule meetings, and manage contacts seamlessly.

The primary purpose of syncing data is to ensure consistency and accuracy across multiple platforms or applications. By synchronizing data, users can access the latest information regardless of the platform they are using. This helps improve efficiency, collaboration, and decision-making by providing a unified view of data across all connected systems.