With HubSpot integration, you can easily keep your product data synced with HubSpot.
Automatically create and update users and companies from June to HubSpot, along with their traits.
View, create and update HubSpot contacts / companies straight from a June user / company profile.
Configure which June user / company traits get synced into HubSpot.
Go to the June Settings & Integration page
Next, you'll be prompted by HubSpot to approve the June HubSpot app.
Note: You must be a HubSpot admin to install.
Once you've installed the HubSpot integration in June, you can configure which data you want to sync from June users / companies to HubSpot contacts / companies in the HubSpot integration settings modal. If there are HubSpot properties missing, you need to create them in HubSpot.
Note: You don't have to map all your June user / company traits. We will use only the data that's configured. Also, if you choose not to map your data, we will use "email" when creating users and "name" when creating companies.
If you wish to create and update contacts and companies in HubSpot every time a user and company gets created and updated in June, you can use the sync settings in the HubSpot integration modal to enable these settings separately:
When you visit a user or company profile in June, you will notice the HubSpot card. We will populate this card with all HubSpot contacts that match a June user's email, and all HubSpot companies that match a June company's name, like so:
If a June user / company doesn't exist in HubSpot, you have the option to create one, straight from June, by clicking on "Create contact" | "Create company":
Creating a user / company will use all the configured traits in the user / company data settings (see section above).
If you don't wish to enable auto updates from June to HubSpot, you can choose to manually update a HubSpot contact / company with their latest June traits by clicking on the re-sync icon:
How do I uninstall the HubSpot app?
You can do so at any point by simply returning to the HubSpot integration in Settings & Integrations and clicking on "Uninstall".
Important: This will suspend any contact / company creation / updates from June to HubSpot.
If you have any questions or feedback, we'd love to hear from you! Let us know through the Intercom chat. Thanks for trying out our HubSpot integration.
In case you're looking for some inspiration on how to use the integration, we shared a few common templates here: https://help.june.so/en/articles/7056313-hubspot-templates