This guide walks you through the process for HubSpot and Salesforce – two of our most popular integrations. We'll keep it simple, with step-by-step instructions, and we've embedded a quick tutorial video below to follow along visually.
What you'll need:
- Admin access to your DIVACS account.
- Access to your HubSpot or Salesforce account.
- A stable internet connection.
If you encounter any issues, our support team is just a chat away. Let's get started!
Watch the Tutorial Video
Prefer a visual guide? Check out this short video that demonstrates the entire process for both HubSpot and Salesforce.
Importing Customers from HubSpot
Connecting HubSpot to DIVACS allows you to sync and import customer data seamlessly. Follow these steps:
1. Navigate to Integrations
In your DIVACS dashboard, go to Settings > Integrations. Find the HubSpot card and click Connect.
Tip: If it's already connected, you'll see a "Connected" status – skip to step 2.
2. Authorize the Connection
You'll be redirected to HubSpot. Log in and grant DIVACS permission to access your contacts and companies (read-only). Once done, you'll return to DIVACS with a success message.
3. Sync Your Data
On the HubSpot integration details page, click **Sync**. This pulls in your customer list. A table will appear showing unlinked customers, with details like name, email, and address.
*Note: Syncing might take a minute for larger datasets.*
4. Select and Import
Use the search bar to filter if needed. Check the boxes for the customers you want to import (or select all). Click Submit or Import. DIVACS will link them to your account – check the Linked Customers section to confirm.
5. Verify and Manage
Head to your Customers dashboard in DIVACS to see the imported data. You can resync anytime for updates.
If the connection fails, try Reconnect and ensure pop-ups are allowed in your browser.
Importing Customers from Salesforce
The Salesforce integration works similarly, with robust support for account owners and larger datasets.
1. Navigate to Integrations
From your DIVACS dashboard, go to Settings > Integrations. Locate the Salesforce card and click Connect.
2. Authorize the Connection
Redirect to Salesforce, log in, and authorize DIVACS (read-only access to accounts and contacts). You'll be brought back to DIVACS upon success.
3. Sync Your Data
On the Salesforce details page, click Sync. Your customer data will load into a table.
4. Select and Import
Review the list of unlinked customers. Select them by checking boxes. If owner assignment is needed, use the dropdown (DIVACS auto-maps based on emails). Click Submit to import.
5. Verify and Manage
Visit your Customers dashboard to view the new imports. Resync as needed to capture any changes.
For very large Salesforce instances, sync in smaller batches to avoid timeouts.
Common Tips and Best Practices
- Keep Data Fresh: Schedule regular syncs (e.g., weekly) to ensure your DIVACS data stays current with your CRM.
- Multiple CRMs? You can connect both HubSpot and Salesforce simultaneously – no conflicts!
- Privacy and Security: DIVACS only accesses the data you authorize, and we never store sensitive credentials.
- What Gets Imported? Key fields like name, email, address, phone, and description are pulled in. Custom fields? Let us know if you need support for those.
- Limits: Imports are capped at 100 items per sync for performance – contact support for bulk options.
If this guide helped, we'd love your feedback! Have questions or suggestions? Drop us a message. Happy importing! 🚀