Beta setup
Set up SyncToCRM in five minutes
During the beta you connect HubSpot with a key you create once. A one-click "Connect HubSpot" button replaces this before launch.
1. Add the extension
Use the link in your beta invite email and click Add to Chrome. It works in Chrome and Microsoft Edge. Then click the puzzle icon in the toolbar and pin SyncToCRM, so its logo is always one click away.
2. Create a HubSpot key
- Log in to HubSpot and click Development in the top menu. Don't see it? Ask a HubSpot super admin in your company to do this step.
- In the left menu: Keys → Service keys, then Create service key (top right).
- Name it
SyncToCRM. - Click Add new scope and tick the scopes below (use the "Find a scope" search box), then Update.
- Click Create and confirm.
- Click the key's name, then Show, then Copy.
| Scope | What SyncToCRM uses it for |
|---|---|
crm.objects.contacts.read | Find people already in HubSpot |
crm.objects.contacts.write | Create and update contacts |
crm.schemas.contacts.read | Read your contact fields, for field mapping |
crm.schemas.contacts.write | Create the "LinkedIn headline" and "LinkedIn member ID" fields |
crm.objects.companies.read | Find the company |
crm.objects.companies.write | Create and link companies |
crm.objects.owners.read | Show who owns a contact |
crm.objects.deals.read | Show open deals |
crm.objects.deals.write | Change a deal's stage from the panel |
crm.lists.read | Pick a list, see "already in this list" |
crm.lists.write | Add the contact to a list |
The key stays in your browser. SyncToCRM sends it only to HubSpot, never to us. Don't paste it into emails or chats; if it ever leaks, delete it in HubSpot and create a new one.
3. Paste the key into SyncToCRM
- Click the SyncToCRM logo in the toolbar. The side panel opens.
- Click Open settings, paste the key into HubSpot key and click Save and test.
- You should see "Connected to HubSpot account …". While you're there, set your default owner, lifecycle stage and list.
4. Try it
Open any LinkedIn profile. Next to Connect and Message you'll see Add to HubSpot, or View in HubSpot if the person is already there. Click it, then open the contact in HubSpot to check what was saved.
Stuck, or something looks wrong? Email support@synctocrm.com. We'd rather hear about it than have you give up.