Hub Button

Hub Button appears on Contact dialog and lets you add the contact to HubSpot CRM.

This button appears with HubSpot Connect enabled and Allow Cloud Services set On.

Click the Hub button to create, update, or open the contact in HubSpot and get the ID. Hub ID can be used on Contacts searches to identify contacts and automate processes.

  Cloud Services

Cloud Services lets you select whether an Employee can use tools for HubSpot CRM.

HubSpot Connect uses its API Keys to instantly change data in your HubSpot CRM. Turn on Cloud Services in the Secure Web tab of the Employee card to allow them use.

  Hub ID

Hub ID is a unique identifier from HubSpot for a record, such as Contact or Company.

Create Contact gets the Hub ID for a new contact to use for identification and updates.

In Contacts Search in Big Business you can Add the Hub ID as a column to use there. You can also use Hub ID as a Yes or No search term in the Find Dialog to find or not.

  Create Contact

Create Contact lets you create a contact record automatically in your HubSpot CRM.

Mapping is automatic to put in Company, First Name, Last Name, Email, and Phone.

For additional entries, create your own Mapping in HubSpot tool on Connect toolbar.