{"id":39234,"date":"2022-03-09T12:09:43","date_gmt":"2022-03-09T20:09:43","guid":{"rendered":"https:\/\/cirahub.com\/?p=39234"},"modified":"2022-03-09T12:09:43","modified_gmt":"2022-03-09T20:09:43","slug":"how-to-enable-two-way-crm-contact-sync-between-hubspot-and-a-public-folder","status":"publish","type":"post","link":"https:\/\/cirasync.com\/fr\/contact-sync\/how-to-enable-two-way-crm-contact-sync-between-hubspot-and-a-public-folder\/","title":{"rendered":"How to Two-Way Sync Contacts Between HubSpot and an Microsoft 365 Public Folder"},"content":{"rendered":"<p><span data-contrast=\"none\">Are you trying to find a solution to t<\/span>wo-way sync contacts between HubSpot and a Microsoft 365 Public Folder<span data-contrast=\"none\">? With CiraHub, users can seamlessly transfer data between HubSpot and your other applications without having to manually add data or go through laborious import processes. This article will outline how to e<\/span><span data-contrast=\"none\">nable a\u00a0two-way contact sync between HubSpot and a <\/span><span data-contrast=\"none\">Public folder contact list<\/span><span data-contrast=\"none\"> within the same organization.<\/span><\/p>\n<h2 data-pm-slice=\"1 1 []\"><span class=\"ez-toc-section\" id=\"Set_Up_a_Two-Way_Contact_Sync_Between_HubSpot_and_a_Microsoft_365_Public_Folder\"><\/span>Set Up a Two-Way Contact Sync Between HubSpot and a Microsoft 365 Public Folder<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"Step_1_Create_a_Spoke_for_HubSpot\"><\/span>Step 1: Create a Spoke for HubSpot<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><iframe loading=\"lazy\" title=\"Hubspot V2\" src=\"https:\/\/player.vimeo.com\/video\/838031780?dnt=1&amp;app_id=122963\" width=\"1080\" height=\"608\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\"><\/iframe><\/p>\n<p><span data-contrast=\"none\">1. First, Log in to CiraHub. You will be taken to the onboarding wizard. (See figure below.) Next, select the object you want to <a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/?gclid=CjwKCAiAuOieBhAIEiwAgjCvchPJoeuQOS6VT1N2vZp5BymSExzVFYNXLUkFl1wItxFU5g2sNOlnRBoC7sAQAvD_BwE\">two-way sync contacts<\/a> with. In this example, the contacts object has been selected.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:276}\">\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-38939\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/What-you-wish-to-wync.jpg\" alt=\"Calendar and Contact Selection\" width=\"625\" height=\"256\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/What-you-wish-to-wync.jpg 625w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/What-you-wish-to-wync-480x196.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 625px, 100vw\" \/><\/p>\n<p><span class=\"TextRun SCXW59147403 BCX0\" lang=\"EN\" xml:lang=\"EN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW59147403 BCX0\">2. Next start the Hub and Spoke setup. Click on \u201cCRMs\u201d as your source type for your contact spoke. (The Hub contains all synced Contacts from each spoke; a spoke can be a Public Folder, a user mailbox, the GAL or a CRM.)<\/span><\/span><span class=\"EOP SCXW59147403 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-39235\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/choose-contact-spoke.jpg\" alt=\"\" width=\"579\" height=\"318\" \/><\/p>\n<p>3. <span class=\"NormalTextRun SCXW147837373 BCX0\">Select \u201c<\/span><a href=\"http:\/\/hubspot.com\"><span class=\"NormalTextRun SpellingErrorV2 SpellingErrorHighlight SCXW147837373 BCX0\">HubSpot<\/span><\/a><span class=\"NormalTextRun SCXW147837373 BCX0\">\u201d as the contact spoke type.<\/span><\/p>\n<p><span class=\"NormalTextRun SCXW147837373 BCX0\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-39239\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/select-hubspot.png\" alt=\"Select Hubspot\" width=\"604\" height=\"318\" \/><\/span><\/p>\n<p><span class=\"TextRun SCXW180211683 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW180211683 BCX0\">4. Click \u201cSign in\u201d with <\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW180211683 BCX0\">Hubspot<\/span><span class=\"NormalTextRun SCXW180211683 BCX0\">.<\/span><\/span><\/p>\n<p><span class=\"EOP SCXW180211683 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-39247\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/sign-in-with-hubspot.png\" alt=\"Click Sign in with Hubspot\" width=\"482\" height=\"358\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/sign-in-with-hubspot.png 482w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/sign-in-with-hubspot-480x357.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 482px, 100vw\" \/><\/span><\/p>\n<p><span class=\"NormalTextRun SCXW232464557 BCX0\">5. Sign in with your <\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW232464557 BCX0\">HubSpot<\/span><span class=\"NormalTextRun SCXW232464557 BCX0\"> Email and Password.<\/span><\/p>\n<p><span class=\"NormalTextRun SCXW232464557 BCX0\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-39243\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/hubspot-enter-sign-in.png\" alt=\"Sign in with Hubspot\" width=\"416\" height=\"384\" \/><\/span><\/p>\n<p><span class=\"TextRun SCXW193166386 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW193166386 BCX0\">6. You will need to click on the \u201cConnect App\u201d option to link <\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW193166386 BCX0\">CiraHub<\/span><span class=\"NormalTextRun SCXW193166386 BCX0\"> to your HubSpot account in order to <a href=\"https:\/\/cirasync.com\/integrations\/hubspot\/\">Two-way sync <\/a><a href=\"https:\/\/cirasync.com\/integrations\/hubspot\/\"><span class=\"NormalTextRun SpellingErrorV2 SCXW193166386 BCX0\">HubSpot<\/span><\/a>.<\/span><span class=\"NormalTextRun SCXW193166386 BCX0\">\u00a0This will give <\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW193166386 BCX0\">CiraHub<\/span> multi-way sync <span class=\"NormalTextRun SCXW193166386 BCX0\">access to all of your contacts lists.\u00a0<\/span><\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-39255\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/hubspot-multi.jpg\" alt=\"Hubspot Multi\" width=\"531\" height=\"355\" \/><\/p>\n<p>7. Type in a Spoke name and click next.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-39263\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/hubspot-spoke.png\" alt=\"Hubspot Spoke Name\" width=\"588\" height=\"233\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/hubspot-spoke.png 588w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/hubspot-spoke-480x191.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 588px, 100vw\" \/><\/p>\n<p>8. Type in a Hub name and click next.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-39267\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/hubspot-hub.jpg\" alt=\"Hubspot Hubname\" width=\"580\" height=\"198\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/hubspot-hub.jpg 580w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/hubspot-hub-480x164.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 580px, 100vw\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_2_Create_a_Spoke_for_a_Microsoft_Public_Folder\"><\/span>Step 2: Create a Spoke for a Microsoft Public Folder<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><iframe loading=\"lazy\" title=\"Microsoft 365 Public V1\" src=\"https:\/\/player.vimeo.com\/video\/859222083?dnt=1&amp;app_id=122963\" width=\"1080\" height=\"608\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\"><\/iframe><\/p>\n<p><span class=\"TextRun SCXW208247971 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW208247971 BCX0\">9. To add a <\/span><\/span><span class=\"TextRun SCXW208247971 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW208247971 BCX0\">Public folder\u00a0<\/span><span class=\"NormalTextRun SCXW208247971 BCX0\">Contact List<\/span><\/span><span class=\"TextRun SCXW208247971 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW208247971 BCX0\">\u00a0<\/span><span class=\"NormalTextRun SCXW208247971 BCX0\">to the Hub, <\/span><span class=\"NormalTextRun ContextualSpellingAndGrammarErrorV2 SCXW208247971 BCX0\">Click<\/span><span class=\"NormalTextRun SCXW208247971 BCX0\"> on \u201cMicrosoft 365 In my tenant\u201d and select Public Folder.<\/span><\/span><\/p>\n<p><span class=\"TextRun SCXW208247971 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW208247971 BCX0\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-38911\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/screenshoteasy-2022-02-22T165401.595.png\" alt=\"Select Source Type of Contact Spoke\" width=\"649\" height=\"353\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/screenshoteasy-2022-02-22T165401.595.png 649w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/screenshoteasy-2022-02-22T165401.595-480x261.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 649px, 100vw\" \/><\/span><\/span><\/p>\n<p><span class=\"TextRun SCXW165451607 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW165451607 BCX0\">10. Select which \u201cPublic Folder\u201d you want to Sync.<\/span><\/span><\/p>\n<p><span class=\"EOP SCXW165451607 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-39148\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/publicc.jpg\" alt=\"Select Public Folder\" width=\"539\" height=\"409\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/publicc.jpg 539w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/publicc-480x364.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 539px, 100vw\" \/><\/p>\n<p>11. Type in a Spoke name and click NEXT.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-38686\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/type-spoke-names-and-click-next.jpg\" alt=\"Type in spoke names and click next\" width=\"599\" height=\"215\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/type-spoke-names-and-click-next.jpg 599w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/type-spoke-names-and-click-next-480x172.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 599px, 100vw\" \/><\/p>\n<p>12. Next type in a \u201cHub Name\u201d and click CREATE in order to <a href=\"https:\/\/cirasync.com\/blog-articles\/public-folders\/\">two-way sync public folder contacts<\/a>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-39188\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/AC-HUB-NAME.jpg\" alt=\"AC Hub name\" width=\"610\" height=\"248\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_3_Activate_a_2-Way_Sync\"><\/span>Step 3: Activate a 2-Way Sync<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>13. Next, right-click your spoke, and select \u201cSync Options\u201d in order to Two-way sync HubSpot with a Microsoft 365 Public Folder. You may also click on View Contacts to edit any contacts that were synced from your HubSpot account into CiraHub.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-39275\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/hubspot-sync-options.jpg\" alt=\"Hubspot Sync options\" width=\"520\" height=\"377\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/hubspot-sync-options.jpg 520w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/hubspot-sync-options-480x348.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 520px, 100vw\" \/><\/p>\n<p>14. Click on \u201cAllow Hub\u201d to create and sync items in this spoke. This will allow users to Two-way sync HubSpot with a Microsoft 365 Public Folder from the endpoint to the hub database and back.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-39279\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/go-allow-hub.jpg\" alt=\"Hubspot Allow Hub\" width=\"1297\" height=\"460\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/go-allow-hub.jpg 1297w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/go-allow-hub-480x170.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 1297px, 100vw\" \/><\/p>\n<p><span class=\"NormalTextRun SCXW73774643 BCX0\">15. Click the Advanced tab to set up <a href=\"\/?p=39341\">Contact filtering<\/a> settings for <\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW73774643 BCX0\">Hubspot<\/span><span class=\"NormalTextRun SCXW73774643 BCX0\">. This would enable a user to synchronize and create Hub items based on specific criteria. In the example below we are filtering based on email address types from your <\/span><span class=\"NormalTextRun SpellingErrorV2 SCXW73774643 BCX0\">Hubspot contact lists and CRM data that have been synced over.<\/span><\/p>\n<p><span class=\"NormalTextRun SCXW73774643 BCX0\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-39287\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/hubspot-advanced.jpg\" alt=\"Hubspot Advanced\" width=\"1279\" height=\"504\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/hubspot-advanced.jpg 1279w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/hubspot-advanced-980x386.jpg 980w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/hubspot-advanced-480x189.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1279px, 100vw\" \/><\/span><\/p>\n<p><span class=\"TextRun SCXW173579710 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW173579710 BCX0\">16. You can also enable <a href=\"\/?p=39312\">Field Mapping<\/a> to <\/span><\/span><span class=\"TextRun SCXW173579710 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW173579710 BCX0\">create customized Hub field settings for data in Active Campaign<\/span><\/span><\/p>\n<p><span class=\"TextRun SCXW173579710 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW173579710 BCX0\">.<\/span><span class=\"NormalTextRun SCXW173579710 BCX0\">\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-39330\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/in-the-field.jpg\" alt=\"Field Mapping\" width=\"511\" height=\"354\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/in-the-field.jpg 511w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/in-the-field-480x333.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 511px, 100vw\" \/><\/span><\/span><\/p>\n<p>17. Click on \u201cSync now\u201d to two-way sync HubSpot with a Microsoft 365 Public Folder for the current spoke. You can also edit any synchronization options for each of your spokes below.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-39291\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/hubspot-sync-now-1.png\" alt=\"Hubspot Sync Now\" width=\"464\" height=\"472\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Learn_More_About_CiraHub\"><\/span><span data-contrast=\"none\">Learn More About CiraHub!<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span data-contrast=\"none\">CiraHub allows users to e<\/span><span style=\"color: #333333;\">asily <a href=\"https:\/\/cirasync.com\/solutions\/multi-way-sync\/\">two-way sync CRM contacts<\/a>, Contact Lists, Public Folders, Shared Mailboxes &amp; More Across Different Platforms. CiraHub makes these problems a thing of the past as the first-of-its-kind Multi-Way sync tool. CiraHub allows a single admin to merge, edit, and two-way sync multiple contact lists from different sources, such as HubSpot and a Public Folder. <\/span><span data-contrast=\"none\">Click here to learn more about how you can start a <a href=\"https:\/\/dashboard.cirahub.com\/\" target=\"_blank\">CiraHub trial<\/a> today!<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Are you trying to find a solution to two-way sync contacts between HubSpot and a Microsoft 365 Public Folder? With CiraHub, users can seamlessly transfer data between HubSpot and your other applications without having to manually add data or go through laborious import processes. This article will outline how to enable a\u00a0two-way contact sync between [&hellip;]<\/p>\n","protected":false},"author":38,"featured_media":46650,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"page-cirahub.php","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_nextfly_llmd_date_locked":false,"footnotes":"","_ppma_block_editor_authors":"","_links_to":"","_links_to_target":""},"categories":[13626,1420,13630,1459],"tags":[13631,4071,223],"ppma_author":[13535],"class_list":["post-39234","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cirahub","category-contact-sync","category-crm-sync","category-support","tag-contact-sync","tag-crm-sync","tag-hubspot","rawdate-2022-03-09"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.0 (Yoast SEO v28.1) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Two-Way 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