Connecting, matching accounts and contact sync work the same for every CRM, and are covered in CRM. This page is what is specific to HubSpot.
Matching by Record ID
When domain matching cannot resolve an account, add a hubspot_object_id column to the account CSV import. The value is the Record ID from a HubSpot company export.
Older connections need one reconnect
Connections made before contact access existed do not carry that permission, so contact sync will not fetch anything. Open Manage on the HubSpot connection, switch Contact access on, and reconnect once. The new authorization includes it.
This is the first thing to check when sync is enabled but nothing arrives.
Email opt-out
Rembrandt can respect the HubSpot email opt-out when contacts are enrolled, so someone who unsubscribed in HubSpot is not enrolled from Rembrandt. The setting sits with the contact sync rules under Settings → Organization → Contacts → Contact Sync.
Sequence delivery
HubSpot can also receive outreach. You import a HubSpot sequence into Rembrandt and map each step to a field, and HubSpot creates the field for you when you use the token shown in the mapping panel.
See Sales delivery.
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CRM: connecting, matching, and contact sync
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