What syncs today:
HubSpot to D-Tools Cloud (on by default once connected)
When this happens in HubSpot | This happens in D-Tools Cloud |
New company is created | A new Account is created with the company name, phone, website and address. The D-Tools Cloud account ID is written back to the company's dtcid property. |
New contact is created and it is associated with a company | The contact is added to that company's Account (name, email, phone, mobile, job title and address). If the company does not have an Account yet, one is created from the company first. |
New contact is created with no company | A new Residential Account is created for the person, with the contact's name, email, phone and address. |
Company is updated | The matching Account is updated |
Contacts sync about two minutes after they are created. The short wait gives HubSpot time to finish associating the contact with its company, so the contact lands under the right Account instead of creating a duplicate.
D-Tools Cloud to HubSpot (requires the bi-directional setup in Step 3 below)
When this happens in D-Tools Cloud | This happens in HubSpot |
Account is created or updated | The matching company is created or updated |
Before you start
You need a HubSpot account with admin access (or access to create custom properties) and a D-Tools Cloud account with admin access.
Step 1: Create the dtcid property in HubSpot
You MUST complete this step before you connect. HubSpot needs a place to store the D-Tools Cloud account ID on each company. That place is a custom company property called dtcid. Without it, the integration cannot tell which HubSpot company belongs to which D-Tools Cloud Account: company updates will not find their Account, new contacts will not find their company's Account, and the write-back after a company is created will fail. If you connected before creating dtcid, create it now and then create a test company to confirm the sync.
dtcid is only needed on Company. Do not create it on Contact. None of the sync flows read or write a contact-level dtcid, so one on Contact would sit empty and unused.
In HubSpot, click the Settings gear (top-right of the nav bar).
In the left sidebar, under Data Management, click Properties.
At the top of the Properties page, set the object picker to Company properties.
Click Create property (top-right).
Fill in: Object type Company, Group Company information, Label dtcid, Description (optional) "Stores the D-Tools Cloud account ID".
Click Next.
Set Field type to Single-line text.
Click Create.
D-Tools Cloud writes to this field automatically when an Account is created or synced. You never fill it in yourself, and you should not edit it by hand.
Step 2: Connect HubSpot to D-Tools Cloud
This turns on HubSpot to D-Tools Cloud sync.
In D-Tools Cloud, go to Settings > Integrations.
Find HubSpot under CRM integrations.
Click Connect.
Sign in with your HubSpot account when prompted.
Approve the permissions screen.
To confirm it worked: create a test company in HubSpot. Within about a minute it should appear as an Account in D-Tools Cloud, and the company's dtcid property in HubSpot should be filled in. Then create a test contact associated with that company. Within about two minutes the contact should appear under that Account.
Important: make address fields show up on the Create contact form
HubSpot's default Create contact form does not include address fields. Without this change, addresses stay empty on the contact record and will not sync to D-Tools Cloud.
In HubSpot, click the Settings gear (top-right).
Under Data Management > Objects, click Contacts.
Click the Record customization tab, then Customize the "Create contact" form.
Add these fields: Street Address, City, State/Region, Postal Code, Country/Region.
Save.
From this point on, anything typed into those fields at creation time will sync through to the D-Tools Cloud contact.
If one-way sync is all you need, stop here.
Step 3 (optional): Enable two-way sync
Two-way sync lets changes to Accounts in D-Tools Cloud flow back to HubSpot companies. It uses the same dtcid property you created in Step 1, so there is nothing else to create in HubSpot. Follow the bi-directional setup in D-Tools Cloud under Settings > Integrations > HubSpot to turn it on.
Roadmap
More fields are planned. No firm timeline yet.