Benefits of integrating HubSpot

The integration allows you to experience seamless data synchronisation between FreeAgent and HubSpot. This includes a two-way sync in real-time for instant data sharing, quick and easy set-up, and immediate historical syncing for existing data. 

By automating the data syncing process, the HubSpot integration eliminates the need for manual data entry or time-consuming imports, saving you valuable time and reducing the risk of errors.

How HubSpot works with FreeAgent

Once you’ve connected the integration, a two-way sync will be initiated to seamlessly share your data between the two platforms, including historical data. Default field mappings are provided to simplify the setup process, allowing you to quickly configure the integration without the need for custom mappings. This streamlines the data syncing workflow and ensures that information is accurately transferred between FreeAgent and HubSpot in real-time.

The integration also supports historical syncing, which means that existing data in both FreeAgent and HubSpot can be synchronised immediately. Any updates or changes made in either system are reflected in real-time, ensuring data consistency across both platforms.

How do I get started with HubSpot?

You can connect FreeAgent to HubSpot by following these steps:

1. Visit the HubSpot Marketplace in your HubSpot account.
2. Search for FreeAgent and select ‘Install’.
3. Log in to your FreeAgent account and allow access permissions.
4. After connecting FreeAgent, configure the integration settings and switch the data sync on.
5. To connect an additional FreeAgent account to HubSpot, visit ‘Connected apps’ in the HubSpot Marketplace.
6. Select ‘FreeAgent’ and visit ‘Manage accounts’.
7. Connect the next account and follow the connection steps.