How to sync Hubspot deals with XTEN-AV projects?
You can use two ways to sync contact from Hubspot to XTEN-AV:
Choose Deals that you would like to be pushed (uploaded) from XTEN-AV into your Hubspot account by clicking on the 'Push Deals' button and click on the submit button.
Click on the gear icon, select the documents that you want to send from XTEN-AV to Hubspot Opportunity while syncing and click on the save button.
Click on the Sync Deals button. Once clicked on it all your chosen projects data from XTEN-AV will be visible on the Hubspot account.
You can Update any projects from XTEN-AV to Hubspot, click on the 'Push to Hubspot' button under the 'Sync' tab.
Select the project which you want to update and click on the 'Sync' button. Your Hubspot and XTEN-AV account will be synced in a while and you will get a notification.
Choose Deals that you would like to be pushed (uploaded) from XTEN-AV into your Hubspot account by clicking on the 'Push Deals' button and click on the submit button.
Click on the gear icon, select the documents that you want to send from XTEN-AV to Hubspot Opportunity while syncing and click on the save button.
Click on the Sync Deals button. Once clicked on it all your chosen projects data from XTEN-AV will be visible on the Hubspot account.
You can Update any projects from XTEN-AV to Hubspot, click on the 'Push to Hubspot' button under the 'Sync' tab.
Select the project which you want to update and click on the 'Sync' button. Your Hubspot and XTEN-AV account will be synced in a while and you will get a notification.
Updated on: 10/07/2022
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