Via the HubSpot Integration, you have the optional ability to push new Engagements from your ClientSuccess Engagements Module to your HubSpot Activity History.

If you have not gone through the full HubSpot integration process, then the Engagement push will not work. Please complete the other integration steps, reaching out to your CSM or support@clientsuccess.com if you have questions on this process.

Q. I just set up the Engagement "push to HubSpot", and it's pushing new Engagements I create! Yes! Now I want to push my older Engagements in CS to HubSpot. How do I do that?

A. At this time, there is no way to push historical Engagements. The push is only able to handle Engagements created after the tool is enabled.

Q. Can I sync Engagements both directions? Or just ClientSuccess to HubSpot?

A. The Engagement sync is currently "push" only. We hope to provide a two-way sync at some point in the future.