Articles on: Integration

How to sync accounts from Hubspot to XTEN-AV?

You can use two ways to sync accounts from Hubspot to XTEN-AV:

Go to the 'Settings' option, in the top right profile area. Once you click on it, you will find the 'Hubspot' option under the 'Integrations' tab. Select the 'Accounts’ option.

Choose Accounts that you would like to be pulled (downloaded) from Hubspot into your XTEN-AV account by clicking on the 'Pull Accounts' button and click on the submit button.

Click on the ‘Sync Account’ button. Once clicked on it all your All chosen accounts from Hubspot will be visible on the XTEN-AV account.

Update accounts from Hubspot to XTEN-AV from All Accounts page

Go to the All Account page by clicking on the 'Accounts & Contacts' option from the left navigation menu.

Now to Update any accounts from Hubspot to XTEN-AV, click on the 'Pull from Hubspot' button under the 'Sync' tab.

Also, you can Update any accounts from XTEN-AV to Hubspot, click on the 'Push to Hubspot' button under the 'Sync' tab.

Select the account which you want to update and click on the 'Sync' button. Your Hubspot and XTEN-AV account will be updated in a while and you will get a notification.

The screenshot below shows that the accounts on Hubspot are now created/updated on XTEN-AV.

Updated on: 10/10/2022

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