Via the HubSpot Integration, you have the optional ability to push new Engagements from your ClientSuccess Engagements Module to your HubSpot Activity History.
VIDEO: The HubSpot Engagement Setup shows the steps below in a brief video format.
Where Do I Enable The Push?
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 email@example.com if you have questions on this process.
Enabling the Engagements push is as simple as navigating to your Global Settings > Integrations Page > And adjusting the Sync Direction to be "Push to HubSpot" for whichever Engagement Types you want to push:
*NOTE: The fields that are mapped in the "Field Mappings" of the Engagements are the required fields. They default to the Activity History on the Company object.
How It Looks After Configured
ClientSuccess Engagements Module:
HubSpot Account Activity History:
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.
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