Syncing Data

Data Sync in Hook is the ability to set up a sync between fields on Hook accounts and account data in your CRM. Any time this field is updated in Hook, it will automatically be updated in your CRM. This enables teams to see helpful information from Hook while working in their CRM, such as Hook’s Engagement Level for each account.

A Data Sync can be set up with the following CRMs:

Hubspot
Salesforce

Related Article: Integrations: Connect Your Tools to Hook

Add a Data Sync

Go to Data Sync settings.
Click + New Data Sync.
Select the Hook field for syncing.
Select the CRM Destination.
Select the Destination object. Objects are available from the CRM chosen in step 3.
Select the Destination field. This should be the same data type as the Hook field.

Deactivate or Activate a Data Sync

Go to Data Sync settings.
Switch the toggle off next to the data sync to deactivate.
To activate, switch the toggle on.

Remove a Data Sync

Go to Data Sync settings.
Click the bin icon next to the data sync.
Click Confirm to remove the data sync.

Most Popular Data Syncs

Here are the most popular Data Syncs customers set up between Hook and their CRM, and how to ensure fields in your CRM are configured correctly to support this.

Add a new field to the account object in your CRM that has the same data type as the corresponding Hook field. See the table below. If the Hook field data type is a picklist, make sure the values are exactly the same as the Hook field data values. These values are case sensitive.
Allow the Hook integration user to have read permissions for this new field. This is the user that has authenticated the connection between Hook and your CRM.
Follow the steps in Add a Data Sync, using your new CRM field as the Destination field.
Make sure to activate the data sync.

Example data sync for Engagement Level and related fields

Label your new field for data sync with a hook prefix to easily identify it as a field used in Hook's Data Sync. For example, Hook Engagement Level.

Hook field	Description	Hook field data type	Hook field data values
Engagement	The Engagement Level of an account.	picklist	inactive verylow low medium high veryhigh
Overall level	The Engagement Level of an account with the impact of a risk applied.	picklist	inactive verylow low medium high veryhigh
Latest different overall engagement level	The most recent Overall level which is different to the current Overall level for this account.	picklist	inactive verylow low medium high veryhigh
Variants key csv	The ID values associated with the Suggested Actions for this account.	string
Variants text csv	The text values associated with the Suggested Actions for this account.	string

Data Sync Glossary

Explanations of the terms used for data syncing.

Hook field	The field in Hook to use for the data sync. This can be any field in Customer details (including custom fields) or a key metric.
Destination	The CRM for data to be synced to, e.g. Salesforce.
Destination object	The CRM object which has the field the data will be synced to. E.g. Salesforce Account, Hubspot Company.
Destination Field	The field name of the CRM field to sync to, e.g. Hook_Score.