The native HubSpot integration lets you sync contacts and other data, including emails, LinkedIn activities, calls, tasks, and more, between Reply and HubSpot.

In this article, we'll show you how to set up the integration and manage your sync settings.

First, connect your HubSpot account:

Once connected, the integration settings will open.

You can choose between two profiles:

The Default profile comes with predefined sync steps and field mappings. You can start syncing right away, but you can't customize the setup, add, duplicate, or delete sync steps, change field mappings or filtering rules, or change the sync direction.

The predefined sync steps are:

The predefined field mappings are:

The Custom profile lets you configure the integration yourself. You can add sync steps, choose the sync direction, and set up field mappings and filtering rules.

To create a sync step, click Add sync step.

The available sync steps are:

You can sync contacts in either direction: HubSpot → Reply or Reply → HubSpot.

To change the direction, click the corresponding icon in the Add sync step pop-up.

After creating a sync step, you can add field mappings to define which fields should be synced between HubSpot and Reply.

To apply the same field mappings to all sync steps, click Save and apply for all steps.

For Contacts in HubSpot ↔ People in Reply, the following field mappings are required:

You can add filtering rules to any sync step to control which records are synced. For example, you can sync only contacts that meet specific criteria.

To add a filtering rule:

💡HubSpot → Reply filters support up to two rules. Date and date-time filters can't be combined with another rule.

Ownership mappings are available in Team Edition and let you control which team member receives synced contacts when syncing between HubSpot and Reply.

💡If a contact's owner isn't included in the ownership mappings, the contact won't be synced.

To set up ownership mappings:

You can add multiple owner mappings to route contacts to different team members.

If you enable Don't change owner on updates, ownership mappings are applied only when a contact is created. The existing owner isn't changed when the contact is updated.

After adding filtering and ownership mappings, you can choose which sequence synced contacts should be added to. To move contacts to a sequence:

You can also configure how contacts are added to the sequence:

If you're using Team Edition, you can add multiple sequence mappings for different team members. However, you can select only one sequence per team member within a single sync step.

💡If you need to send contacts to multiple sequences for the same team member, clone the integration step and apply different filtering rules.

Once you've finished setting up a sync step, turn on the toggle to activate it and start syncing data. Make sure both the sync step and the integration are enabled.

To stop syncing, turn off the step. To remove a sync step, hover over it and click the Remove icon.

You can also disconnect the entire integration by clicking Disconnect.

The Logs tab shows recent synchronization activity between HubSpot and Reply. You can see whether a sync was successful and how many contacts and other records were synced.

By default, the integration syncs data every 2 hours. To start a sync sooner, click Sync now.

When a contact is synced from HubSpot to Reply, the system adds a direct link to the contact's profile card. Click the link to open the profile in a new tab.