HubSpot Contact Sync

Contact Sync Overview

The Sync Contacts button in Mercuri makes it easy to keep your contact database in sync with HubSpot. When clicked, Mercuri automatically fetches all contacts from your connected HubSpot account and updates the Mercuri contact list.

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How it works

1. Initiate sync In the Mercuri Contacts view, click the Sync Contacts button at the top right.

2. HubSpot fetch Mercuri will use your connected HubSpot OAuth token to call the HubSpot Contacts API.

3. Data imported

   • All contacts from HubSpot are fetched.

   • Standard fields such as First Name, Last Name, Phone, and Email are mapped into Mercuri.

   • If two-way sync is enabled, existing Mercuri contacts are updated with the latest data from HubSpot.

4. Duplicate handling If Mercuri detects contacts with the same phone number or email, they will be flagged as duplicates. You can review these by clicking Manage on the Duplicate Contacts banner.

5. Subscription status Mercuri can mark contacts as Subscribed or Not Subscribed based on HubSpot opt-in properties (if mapped in settings).

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Best practices

• Normalize phone numbers in HubSpot to E.164 format for best matching.

• Set up a regular sync schedule if your HubSpot contact list changes frequently.

• Review and merge duplicates periodically to maintain clean data.

• Ensure HubSpot properties used for mapping (like opt-in status) are kept up to date.

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