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FAQ: HubSpot Integration

Frequently asked questions about the HubSpot Integration for ConstructionOnline™

Is a HubSpot account required to use the ConstructionOnline + HubSpot Integration?

Which ConstructionOnline subscription do I need to integrate with HubSpot?

What type of data sync does the ConstructionOnline + HubSpot Integration support?

What information is required for a Lead to sync between ConstructionOnline and HubSpot?

How do I set up the HubSpot Integration in ConstructionOnline?

Where can I get help with the ConstructionOnline + HubSpot Integration?

Is a HubSpot account required to use the ConstructionOnline + HubSpot Integration?

Yes. An active HubSpot account is required to connect HubSpot with ConstructionOnline. You can get started with HubSpot's free CRM plan here, or learn more about paid HubSpot subscriptions here. 

Which ConstructionOnline subscription do I need to integrate with HubSpot?

The HubSpot Integration is available for ConstructionOnline Company Accounts with active Team, Business, and Enterprise subscriptions.

Contact the ConstructionOnline Team if you have questions about your account or current subscription. 

What type of data sync is supported by the ConstructionOnline + HubSpot Integration?

The integration supports bidirectional (two-way, back-and-forth) syncing between HubSpot and ConstructionOnline.

The integration can be configured to sync contacts and leads automatically, or they may be sent manually from one platform to the other. Whether the lead originates in HubSpot or ConstructionOnline, the bidirectional integration helps keep the record consistent across both platforms.

You control automatic syncing through your HubSpot Integration Settings in ConstructionOnline.

What information is required for a Lead to sync between ConstructionOnline and HubSpot?

In order to successfully sync leads between ConstructionOnline + HubSpot, each Lead Contact must include the following required fields: 

  • First Name
  • Last Name
  • Email Address

How do I set up the HubSpot Integration in ConstructionOnline?

You can enable the HubSpot Integration in ConstructionOnline from the Integrations tab under Account Settings.

For a step-by-step guide to configuring the integration, see Integrate with HubSpot in the ConstructionOnline Knowledge Base.

Where should I go to get help with the ConstructionOnline + HubSpot Integration?

If you have questions regarding your ConstructionOnline account or data, contact the UDA Support Team.

For assistant with your HubSpot account or data, visit HubSpot's Knowledge Base.