Sync HubSpot companies to Front accounts

Front’s HubSpot sync feature allows you to automatically sync companies from HubSpot into Front. After you’ve synced your companies into Front accounts, your team will be able to:

• Access helpful company information in your inboxes

• Automatically assign and route conversations in Front using company data from HubSpot

• View analytics in Front based on companies from HubSpot

If you’d like to sync HubSpot contacts to Front, please see the instructions here.

• Companies are synced one-way from HubSpot to Front. The HubSpot sidebar plugin can be used to easily update information without leaving Front. 

• The sync feature syncs all companies from HubSpot to accounts in Front

• Companies are automatically synced every 24 hours to keep data up to date, but you can manually trigger a re-sync at any time by opening the HubSpot sync modal in Front

• Field mapping allows you to control which company fields will be synced from HubSpot to Front

• You must be a workspace or company admin in Front to set up the HubSpot companies sync

Front provides different integrations with HubSpot based on your workflow:

• Company sync: allows you to sync company data from HubSpot to Front accounts, and then use that data in Front rules and analytics. Only a single admin HubSpot account is required to sync data into Front.

• Sidebar plugin: allows you to view and update HubSpot data from the conversation you’re viewing in Front. Each user must log in to the plugin with a HubSpot account.

• Logging rule action: allows you to log messages from Front to HubSpot.

Step 1

Click the Contacts icon on the top left corner and select Accounts in the left sidebar to access the Accounts Manager in Front.

Step 2

Click the Import button at the top, then select from HubSpot to open the HubSpot sync page.

Step 3

Connect your HubSpot account by clicking Log in to HubSpot. HubSpot administrator permissions are required.

Step 4

You can choose to enable either accounts sync (HubSpot companies), contacts sync, or both by clicking on the toggles. Sections to set up the sync will be displayed.  

Note: Front supports syncing a maximum of 150k accounts.

Step 5

Turn on the toggle next to Sync accounts. Select the company fields you’d like to sync from HubSpot. Then choose the Front account custom fields they should be mapped to.

If you have multiple companies with the same name, Front will merge duplicate companies based on domain then name by default. If you want to import multiple companies with the same name, check the box next to Allow duplicate names for accounts.

Optional: Click Preview to see a preview of what your synced company data will look like in Front, and make any necessary adjustments.

Step 6

Click Sync to start syncing your HubSpot companies. You can edit or pause the sync at any time from the sync settings.

Step 7

After you’ve set up the sync, you’ll see companies from HubSpot appear in the Accounts Manager. If you click on a Front account you’ve synced from HubSpot, you’ll see a banner indicating when the last sync occurred.

If you hover over company/account fields synced from HubSpot, you’ll see an option to Edit in HubSpot. This ensures your company data remains consistent between Front and HubSpot.

If you do not use the HubSpot contacts sync, there are a few options for linking contacts to the correct Front accounts:

• If you add an Email Domain field in the sync field mapping, Front will use that email domain to automatically associate contacts with a matching email to the Front account

• You can manually add contacts to a Front account from the “Contacts” section on an Account

• The API can be used to add contacts to a specific account programmatically 

• You can upload a CSV with contacts and add an accountName column to link them to the correct Front account

The following table shows the compatibility of fields from HubSpot with Front account fields. Scroll to the right to see the full table.

When a company from HubSpot is synced to an account in Front, a link is established by setting the externalId property on the Front account equal to the HubSpot Company ID.

When a company from HubSpot is being synced to Front, a matching account in Front is found by the following logic:

• If an existing Front account is found with the externalId property equal to this HubSpot company’s ID, the existing Front account is updated

• If the HubSpot company has not yet been linked to an existing account in Front, Front will search for an existing account with at least one of the same email domains as the HubSpot company. This search is only performed if the user has mapped an email domain field in the sync settings.

  • If an existing Front account is found and that account is not already linked to a HubSpot company, the Front account is updated and linked to the HubSpot company

  • If an existing Front account is found but it’s already linked to an existing HubSpot company A, we skip syncing HubSpot company B and log an error (ex. “Acme was not synced from HubSpot because the Front account with a matching domain is already linked to a different account.”)

• If no existing account with matching domains is found:

  • If Allow duplicate names for accounts is checked, Front will create a new account in Front and link it to the HubSpot company.

  • If Allow duplicate names for accounts is unchecked, Front will search for existing accounts that have the same case insensitive name as the HubSpot company. If no existing account with the same case insensitive name is found, Front will create a new account in Front and link it to the HubSpot company.

Note that if a company is deleted in HubSpot, the company will stop syncing to Front but the Front account will not be deleted.

If Front encounters errors while syncing company data, the user that triggered the sync will receive an email notification. Errors can be viewed from the HubSpot sync settings modal.

Common error types and how to resolve them:

Companies synced through the HubSpot sync in Front are accessible through the Front API. Each synced company will have the externalId property set to the ID of the HubSpot company it’s linked to.

This feature is available on the Growth plan or above.