Feature

HubSpot Data Sync

Keep contacts, companies, and deals consistent across HubSpot and the tools your team runs on, with two-way sync, field mapping, and historical sync.

HubSpot Data Sync is a built-in integration engine that connects HubSpot with hundreds of other apps and keeps shared records aligned. It syncs contacts, companies, deals, and product data both ways in near real time, so a change made in one tool shows up in the other without manual exports. The result is one consistent view of every customer.
What it does

One reliable record across every tool

Data Sync handles the moving parts that usually break when teams stitch apps together by hand.

Two-way sync

Updates flow in both directions, so HubSpot and the connected app stay matched.

Field mapping

Map default and custom fields between systems, including one-way mappings where you want them.

Historical sync

Bring existing records into alignment on first connect, not just the ones that change later.

Conflict handling

Choose which system wins when the same field changes in both places.

Sync filters

Limit what syncs using list membership or property rules so only the right records move.

Near real-time updates

Changes propagate quickly after the initial sync completes, so teams work from current data.

Why it matters

Stop reconciling spreadsheets by hand

When sales, finance, and support each run a different tool, the same customer ends up with different details in different places. Data Sync removes the manual export and re-import step that causes most of that drift.

  • A new lead captured in another app appears in HubSpot ready for follow-up
  • Phone and address edits stay current on both sides without a re-upload
  • Reporting in HubSpot reflects what the rest of the stack already knows
  • Teams in Thailand and across SEA share one record even on different tools
Sales dashboard
Pipeline value
฿2.45M
▲ 12%
Deals won
18
▲ 4
Avg. response
14m
▼ faster
Jan
Feb
Mar
Apr
May
Jun
Setup

How to set up Data Sync

  1. Connect the appFind your app in the App Marketplace and authorize the connection from HubSpot settings.
  2. Pick the objects and directionChoose what to sync, such as contacts or companies, and set whether the sync runs two-way or one-way.
  3. Map your fieldsMatch default and custom fields between the two systems, and decide which side takes priority when a field differs.
  4. Apply sync filtersUse a list or property rule to control which records move, so you sync the right segment rather than everything.
  5. Review and turn it onConfirm the historical sync scope, enable the sync, and monitor the dashboard for any records that need attention.
Related

Explore the rest of Operations Hub

Data Sync is one of the tools inside Operations Hub that keeps your customer data clean and connected.

FAQ

Common questions

Does HubSpot Data Sync work in both directions?
Yes. Most supported apps allow two-way sync, so an update made in HubSpot or in the connected tool flows to the other side. You can also choose a one-way sync if you only want changes to move in a single direction.
Will it sync records that already exist, or only new ones?
Data Sync includes a historical sync that aligns your existing records when you first connect an app, not just the ones edited afterward. You can scope this with sync filters so you bring across the segment you actually want.
What happens when the same field changes in both apps?
You set a conflict rule during setup that decides which system takes priority for a given field. The chosen side wins when both change, which keeps the outcome predictable instead of leaving it to whichever update arrived last.
Can I control which records sync instead of all of them?
Yes. Sync filters let you limit the sync using list membership or property conditions, such as contacts in a specific lifecycle stage or companies in a chosen region. Records that fall outside the filter stay out of the sync.
Which HubSpot plan includes Data Sync?
A free version of Data Sync is available with HubSpot, and higher tiers of Operations Hub unlock features like custom field mapping and more advanced controls. Check the current Operations Hub tiers to confirm which capabilities match your needs.

Planning this in your business?

Whether you are evaluating HubSpot, fixing a setup, or building a custom integration, start a conversation.

Contact us