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5. Dashboard and settings

Once the integration is connected, the CRM section provides a dashboard with six tabs for monitoring and configuring the sync in detail.

Aug 25, 2026●

Overview tab

1

The Overview tab shows real-time sync statistics with a visual donut chart. Data updates automatically as the sync runs.

  • Total contacts across both systems.
  • Contacts synced: new contacts pulled from HubSpot into Bridge.
  • Only in Bridge: contacts that exist in Bridge but not in HubSpot (with quick link to sync them).
  • Existing in both, overwritten: contacts found in both systems with changes applied
  • Partial migration: contacts not fully synced due to missing values.
  • A Resync button in the bottom-right corner allows you to run a full sync from scratch. This is also the entry point to change or disconnect the HubSpot connection.
The Overview tab shows real-time sync statistics with a visual donut chart. Data updates automatically as the sync runs. - Total contacts across both systems. - Contacts synced: new contacts pulled from HubSpot into Bridge. - Only in Bridge: contacts that exist in Bridge but not in HubSpot (with quick link to sync them). - Existing in both, overwritten: contacts found in both systems with changes applied - Partial migration: contacts not fully synced due to missing values. - A Resync button in the bottom-right corner allows you to run a full sync from scratch. This is also the entry point to change or disconnect the HubSpot connection.

Activities tab

2

The Activities tab controls which activity types Bridge syncs to HubSpot. Each activity type has independent toggles for Contact-level and Deal-level association.

The Activities tab controls which activity types Bridge syncs to HubSpot. Each activity type has independent toggles for Contact-level and Deal-level association.

Contacts and Deals tabs

3

The Contacts and Deals tabs let administrators control field-level access. For each field, two toggles are available:

  • Visible: whether the field appears in Bridge's interface.
  • Editable: whether users can modify the field's value from Bridge.

Fields are grouped into logical sections. For Deals, the sections are:

  • Deal Revenue: Amount (essential), Exchange rate
  • Deal Activity: Closed Lost Reason, Closed Won Reason, Deal Stage (essential), Is Active Shared Deal.
  • Deal Information: Close Date (essential), Create Date, Date of payment, Deal Name (essential), Deal Type, Deal Description, Deal probability, Forecast probability, Forecast category
The Contacts and Deals tabs let administrators control field-level access. For each field, two toggles are available: - Visible: whether the field appears in Bridge's interface. - Editable: whether users can modify the field's value from Bridge. Fields are grouped into logical sections. For Deals, the sections are: - Deal Revenue: Amount (essential), Exchange rate - Deal Activity: Closed Lost Reason, Closed Won Reason, Deal Stage (essential), Is Active Shared Deal. - Deal Information: Close Date (essential), Create Date, Date of payment, Deal Name (essential), Deal Type, Deal Description, Deal probability, Forecast probability, Forecast category

Essential fields: Some fields are marked 'essential for managing deals' and cannot be hidden (Amount, Deal Stage, Close Date, Deal Name). Their Visible toggle is disabled.

Pipelines tab

4

The Pipelines tab configures automatic conversation release based on HubSpot deal stages. When a deal reaches a configured trigger stage, Bridge automatically releases the associated conversation from the active queue. Auto-release configuration

  • Enable the 'Auto-release conversations' toggle at the top of the tab.
  • For each HubSpot pipeline, expand the section to view all its stages.
  • Check the stages that should trigger auto-release (default: Closed Won and Closed Lost).
  • Changes take effect immediately for new deal stage transitions.
The Pipelines tab configures automatic conversation release based on HubSpot deal stages. When a deal reaches a configured trigger stage, Bridge automatically releases the associated conversation from the active queue. **Auto-release configuration** - Enable the 'Auto-release conversations' toggle at the top of the tab. - For each HubSpot pipeline, expand the section to view all its stages. - Check the stages that should trigger auto-release (default: Closed Won and Closed Lost). - Changes take effect immediately for new deal stage transitions.

Duplicate Contact Handling tab

5

Bridge can detect and resolve duplicate contacts across both systems using phone number as the matching key. Configuration

  • Enable duplicate detection: turns on automatic matching between HubSpot contacts and Bridge-linked contacts that share the same phone number.
  • Merge mode: Manual or Auto.
Bridge can detect and resolve duplicate contacts across both systems using phone number as the matching key. **Configuration** - Enable duplicate detection: turns on automatic matching between HubSpot contacts and Bridge-linked contacts that share the same phone number. - Merge mode: Manual or Auto.