Portal Migration Suite

Portal Sync

Continuously sync data between two or more HubSpot portals. 

What is Portal Sync?

HubSpot Portal Sync is a comprehensive solution for continuously syncing data between multiple HubSpot portals. Share leads, sync deals and contacts, or push data from several portals into a single parent portal — the possibilities are endless.

Pricing

Priced to meet your needs

Portal Sync is capable of syncing data in near real time, or on a set schedule between up to 1000 HubSpot portals.

Franchise Sync

Custom

tailored to your needs

For franchise and multi-portal organizations. Customized and configured to your business’ needs.

  • Sync up to 1000 portals
  • Custom configuration & sync speed
  • Deployment and process enforcement
  •  

Scheduled

$199

per month · or $149/mo billed annually

Keep portals aligned on a set schedule, with Selective Sync control over which records are enrolled.

  • Sync on a set schedule
  • All objects, engagements & attachments
  • Unlimited Data Volume

Continuous

$499

per month · or $399/mo billed annually

Everything in Scheduled, running continuously — records keep flowing between portals as they change.

  • Continuous, always-on syncing
  • All objects, engagements & attachments
  • Unlimited Data Volume

Every plan includes unlimited data volume. Volume discounts are available — Contact Sales.

What Portal Sync can synchronize

Everything Portal Sync can keep in sync

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

CRM Records

Contacts
Companies
Leads
Deals
Deal Splits
Tickets

Pipelines & Associations

Deal Pipelines
Ticket Pipelines
Custom Object Pipelines
Custom Properties (all objects)
Associations between all records

Custom Objects & Commerce

Custom Objects
Line Items / Products
Courses
Projects
Appointments
Listings
Services

Engagements & Content

Engagements (meetings, tasks, notes, calls, emails, SMS, postal mail)
Attachments
Forms (schemas only)
Segments (Lists)

Accounts & Settings

Brands
Owners / Users
Currencies

History

User Login History
Contact Web Interaction History
Form Submission History
Deal & Ticket Stage History
Company & Contact Lifecycle Stage History

Unlimited volume: Portal Sync can synchronize an unlimited amount of data endlessly. See the setup guide for details.

How does it work?

App configuration occurs after you sign up for Portal Sync. After you are signed up you can visit the user panel in order to create, start, stop, and edit your syncs.

The app syncs data continuously, or on a schedule, 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.

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.
  • Brands filtering and assignment.
  • Deal Pipeline selection and filtering.
  • Filter and migrate specific properties and property groups for objects.
  • Form filtering
  • Segments (Lists) Filtering
  • Custom Objects data, schema migration and filtering.

Frequently asked questions

Questions about Portal Sync

How is Portal Sync different from the HubSpot to HubSpot Migrator?

The Migrator performs a one-time move of your schema and data into another portal. Portal Sync keeps portals aligned continuously — records keep syncing on a recurring basis for as long as you are subscribed.

Is this a subscription?

Yes. Portal Sync is billed monthly or annually and syncs continuously while your subscription is active.

What can Portal Sync synchronize?

Contacts, companies, leads, deals, deal splits and tickets; deal, ticket and custom object pipelines; custom objects and custom properties for all objects; line items and products, courses, projects, appointments, listings and services; engagements, attachments, forms schema and segments; brands, owners and users, currencies, and associations between all records.

Can I control which records are synced?

Yes. Selective Sync lets you choose which records are enrolled from your source portal, manually or with HubSpot automations. You can also filter by brand, deal pipeline, properties and property groups, forms, segments, and custom objects.

Is there a limit on how much data I can sync?

No. Portal Sync can synchronize an unlimited amount of data endlessly.

Do I need to be a Super Admin?

Yes. You must be a HubSpot Super Admin to setup the sync.

Is it secure and GDPR compliant?

Yes. All Datawarehouse.io apps are GDPR compliant and your data is processed in Microsoft Azure’s EU West or North American data centers depending on your location. Datawarehouse.io is SOC 2 compliant and this app is certified by HubSpot.

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.