Task · Admin console
Review the HubSpot sync
Check in Overview how the sync between HubSpot and Bridge is going
- Screen
- CRM
- Section
- HubSpot integration
- Steps
- 8
- Version
- 1.0
- Updated
Also searched as: overview, sync summary, sync status, synced contacts, only in bridge, partial migration, resync, resynchronize, change hubspot account
You opened step 8: Use Resync when you need it
What you can do
Check in Overview how the sync between HubSpot and Bridge is going
Compare the contacts in both systems, understand each group of the chart and use Resync when you need to start again. In 8 steps.
- Real-time statistics
- HubSpot compared with Bridge
- Four groups of contacts
- Resync and account changes
Steps
Step 1 of 8
Open the Overview tab
Overview sums up the state of the sync.
In Connections › CRM, with HubSpot connected, open the Overview tab. It shows real-time sync statistics with a donut chart, and the data updates automatically as the sync runs.
- Connections › CRM › Overview
- Real-time statistics
- They update on their own
Step 2 of 8
Compare HubSpot and Bridge
Two figures compare HubSpot with Bridge.
Sync summary from HubSpot to Bridge shows two figures: HubSpot contacts, the contacts in your HubSpot portal, and Bridge contacts, the contacts in Bridge plus the partials. In the example, 1,226 contacts in HubSpot and 1,074 in Bridge, plus 176 partials.
- HubSpot contacts: your HubSpot portal
- Bridge contacts: contacts plus partials
Step 3 of 8
Read the total of contacts
The chart brings together every processed contact.
In Contacts processed during sync, the donut chart shows the total contacts across both systems (Total contacts) and how it splits into the four groups on the right. In the example, 1,250 contacts.
- Total contacts, across both systems
- Split into four groups
Step 4 of 8
Review the synced contacts
New contacts from HubSpot are now in Bridge.
Contacts synced counts the new contacts pulled from HubSpot into Bridge. In the example, 912.
- New contacts pulled from HubSpot
- In the example: 912
Step 5 of 8
Push Only in Bridge contacts to HubSpot
Some contacts exist only in Bridge.
Only in Bridge counts the contacts that exist in Bridge but not in HubSpot; in the example, 24. The row says you can sync them in Bridge and includes a link. This manual sync pushes contacts flagged as Only in Bridge to HubSpot with one click.
- In Bridge but not in HubSpot
- Push them to HubSpot in one click
Step 6 of 8
Review the overwritten contacts
Some contacts were already in both systems.
Existing in both - overwritten counts the contacts found in both systems with changes applied; in the example, 138. The row includes a link to view them in Bridge.
- Found in both systems, with changes
- A link to view them in Bridge
Step 7 of 8
Review the partial migration
Some contacts arrived incomplete.
Partial migration from the CRM to Bridge counts the contacts not fully synced from HubSpot due to missing values; in the example, 176.
- Sync not complete
- Reason: missing values
Step 8 of 8
Use Resync when you need it
Resync pulls everything again and gives access to the account.
The Resync button, in the bottom-right corner of Overview, runs a full sync from scratch: it works like the initial setup and pulls all data from HubSpot into Bridge again. The Resync flow is also the entry point to change the connected HubSpot account or disconnect it entirely. To disconnect, follow the guide Disconnect or uninstall HubSpot.
- A full sync from scratch
- Change or disconnect the account
- Next guide: disconnect HubSpot