The Rocketlane HubSpot integration is designed to provide seamless data synchronization between your Rocketlane projects and HubSpot CRM. This article explains key aspects of how the integration works, including real-time syncing, updates to sync configurations, and the approximate time required for changes to reflect.
Overview of the Rocketlane and HubSpot Integration
The integration ensures efficient collaboration and data flow between the two platforms, benefiting users who rely on accurate data representation for project management and customer relationships. It enables:
Real-time synchronization, keeping data consistently up-to-date.
Customizable mappings for syncing specific fields.
Bidirectional and one-way syncing flexibility based on configurations.
Real-Time Syncing Explained
Rocketlane provides real-time synchronization for all mapped fields within the integration. This means that any changes made in either Rocketlane or HubSpot are updated instantly in the other system, ensuring a seamless experience for users and minimizing data discrepancies.
Effect of Updated Sync Configurations
When you update the field mapping or sync configuration in HubSpot, the changes automatically reflect in the linked Rocketlane projects. However, this applies only to one-way sync configurations. For example:
If a new field is added to your HubSpot configuration, the data from that field will sync into Rocketlane as long as it matches the mapping and is part of an active one-way sync setup.
Timing of Updates in Sync Configurations
Changes made to sync configurations in HubSpot generally take a few minutes to propagate and reflect in Rocketlane projects. This slight delay ensures the integrity and accuracy of the data being synchronized between the platforms.
Troubleshooting Sync Issues
If you encounter delays or unexpected behavior with the sync:
Verify the mapping configurations in HubSpot.
Ensure the fields are correctly marked for syncing.
Check the sync direction (one-way or bidirectional) to confirm compatibility.
Contact Rocketlane support for further assistance if problems persist.