What does the Hatch - Client Sync do?
Push Contacts - Pushes a contact to intelliflo office as a Client (type: Person) upon deal closed won in Sales Pipeline.
Sync Data - Sync Client data (type: Person) to a linked HubSpot contact record
Map advisers to HubSpot owners - To accomplish this the email of the adviser must be identical in each portal. If they are not please contact the Hatch support team to have them manually paired.
Import Clients from intelliflo office - Import Clients via the HubSpot settings page. The import is based on the advisers in your HubSpot portal who are mapped to their intelliflo office ID. The ability to force the mapping is also available within the settings page for newly added advisers. Note, this also overrides the ExternalReference property of Clients, and should only work on clients with default ExternalReference values.
In this tutorial you will learn:
- How to install the 'Hatch - HubSpot Client Sync' app in intelliflo office.
