Documentation

Sync HubSpot and Cadulis


Create and Update Your Cadulis Clients from Your HubSpot Contacts

To ensure that your new clients created in HubSpot, as well as any modifications made to existing client records, are automatically synchronized with Cadulis, go to Settings > External Access.

Create a HubSpot external access and connect your account.

Connect HubSpot

Once your HubSpot account is connected to Cadulis, follow the setup wizard to choose the fields you want to synchronize: name, email, company, phone, address, etc.

Configure information reception from HubSpot

This synchronization allows your field teams to benefit from up-to-date data in Cadulis without double entry, and ensures perfect consistency between your sales and operational tools.

👉 You can also configure the automatic creation of interventions in Cadulis from your HubSpot deals, to trigger field actions with a single click.