The seamless integration between Rosterfy and HubSpot enables the transfer of user data from Rosterfy to HubSpot CRM. Learn how to set up and use the Rosterfy + HubSpot integration here.
IN THIS ARTICLE:
HubSpot Integration
The Rosterfy + HubSpot integration allows you to send data from Rosterfy to HubSpot, such as contact information. Each time a user registers or is updated in Rosterfy, that information is pushed into your HubSpot account.
The modules that send data from Rosterfy to HubSpot are the ‘User’ module. The User module can be mapped to the HubSpot ‘Contacts’. . You can choose which fields in Rosterfy are sent between the two systems.
Note: Please keep in mind that some integrations may require extra support or incur additional costs for implementation with your Rosterfy subscription.
Setting up the Integration
To setup the integration, follow these simple steps:
- Navigate to Settings > Integrations in Rosterfy.
- Search for HubSpot and select Enable > Authorize.
- Login using your HubSpot admin credentials in the pop up window.
- After login, you will be able to configure the linked fields between Rosterfy and HubSpot.
Syncing Custom Fields
You may have a need to utilise a custom field in this integration, it is only possible when the field in HubSpot matches the field in Rosterfy.
The API call will fail otherwise. Custom fields within Rosterfy will begin with 'custom_'.
What are the Limitations?
- This integration is one way.
- Two way integration is possible using the Rosterfy API + HubSpot to build an integration back to Rosterfy, however this is currently not supported by Rosterfy.
- You will require HubSpot System Admin rights to set up the integration.
- You will also require access to add new apps to your HubSpot Account.
- Field codes need to match between systems or the call will fail.
- Product team assistance may be required to hard code changes to custom fields.
For more information on available integrations, check out the Integrations - Overview article.