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HubSpot Portal Sync

*Please note it may take up to 24 hours for your export to complete depending on the size of your HubSpot database and your position in que.
*You must be a “Super Admin” in HubSpot in order for the export to function.
*Individual campaign email records are currently unavailable for export with this service.

Subscription Interval

Portal Sync is a comprehensive solution for continuously syncing data between multiple HubSpot Portals.

Share leads, sync deals and contacts, push data from multiple portals into a master portal. The possibilities are endless. Control the sync with our Selective Sync technology or enroll all records for synchronization. 

Select which records are enrolled from your source portal inside of HubSpot manually or with automations.  This application is perfect for organizations that work with multiple HubSpot portals and need to sync data between them.

How does it work?

App configuration occurs after you click Get Started. After you complete the setup process and finish signing up a representative of Datawarehouse.io will reach out to work with you to initiate the sync.

The app syncs data continuously from one portal into another. You can control which records sync using Selective Sync. And you can pick and choose which objects you want to sync with our robust filtering options.

We have extensive support documentation that can be found here. If you want a demo of the application please reach out to us here.

Want to see how it works?

What can Portal Sync synchronize between portals?

Portal Sync can automatically sync the following schemas and data between multiple HubSpot portals on a recurring basis.

  • Business Units
  • Contacts
  • Companies
  • Lists
  • Custom Objects
  • Custom Object Pipelines
  • Custom Properties for all Objects
  • Deals
  • Deal Pipelines
  • Forms (Schemas Only)
  • Line Items/Products
  • Engagements (Meetings, Tasks, Notes, Calls, Emails, SMS, Postal Mail)
  • Owners/Users (Doesn’t consume a license)
  • Tickets
  • Ticket Pipelines
  • Attachments
  • Currencies
  • Associations between all records

Portal Sync can synchronize an unlimited amount of data endlessly.

Can Portal Sync filter specific data and schemas?

Portal Sync is able to filter data so that you can decide what is and is not synced. The application is able to filter data in the following ways.

  • Control which records are enrolled with our Selective Sync.
  • A fully customizable migration schema.
  • Business Units filtering and assignment.
  • Deal Pipeline selection and filtering.
  • Filter and migrate specific properties and property groups for objects.
  • Form filtering
  • Lists Filtering
  • Custom Objects data, schema migration and filtering.

GDPR Compliance

All Datawarehouse.io apps are fully GDPR compliant. Depending on where you are in the world, your data will be processed and hosted in Microsoft Azure’s EU West or North American data centers. 

Security

Datawarehouse.io is SOC 2 Compliant. You can read more about this here.

This app has been certified by HubSpot meaning it has undergone a security review by the team at HubSpot.

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