Exelement SyncCloud

a fully managed integration platform as a service solution (managed iPaaS)

Integrate 

HubSpot

 with 

Exact

With our fully managed integration platform as a service, we can help you get your integration up and running fast, securely, and accurately.

We manage the whole process from A-Z, your integration runs in our cloud, and you don't need to host or manage any code or integration apps.

HubSpot

Exact

250+ applications
get your integration up and running today

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What is Exelement SyncCloud?

Integrate, exchange, migrate and replicate data between your platforms in no time.

300+ integration connectors to popular apps and services

Rapid custom API connector development, including for your on-prem systems

Fully managed integration platform as a service (iPaaS)

How to Integrate 

HubSpot

 with 

Exact

Sharing your data between systems is as easy as one two three.

Account setup

Based on your integration needs, we set up a new account and enable the integration connectors needed to build the integration,

HubSpot
 and 
Exact

, plus others if needed.


If you require endpoints that is currently not available in SyncCloud, or if you require a new connector, we will, build modify existing, or build the new custom connector for you and add it to your account.

01
02

Integration implementation and launch

Before we build the integration, we will do a quick health check in your 

HubSpot

 instance and suggest any changes needed to make the integration work seamlessly.


Based on your requirements, our Data Integration Services Team builds your integration and launches it in an efficient and quick turnaround time. We work with your internal teams to ensure correct field mapping, data synchronization logic, integration frequency, and any custom requirements are met.

Based on your integration complexity, custom logic and any other specific requirements, the time to setup your specific integration can vary. We recommend starting simple and then add on more connections.

Continuous support throughout the lifecycle.

After the launch we will monitor the integration closely for two weeks, and after that we’ll hand over to continuous support. If you need any tweaks or simple changes, just reach out and ask and we’ll set it up for you.

For major changes or updates to your integration, we’ll scope the work together to minimize impact on your production systems.  

03
get your integration up and running today

Book a free consultation to get a quote

INTEGRATE EVERYTHING

Available integration methods

Engagements

  • Create Task Engagement: Create Task engagement in this HubSpot portal.
  • Create Call Engagement: Create Call engagement in this HubSpot portal.
  • Get Engagement: Get the engagement from this HubSpot portal.
  • Update Meeting Engagement: Update Meeting engagement in this HubSpot portal.
  • List Engagements: List all the Engagements from this HubSpot portal.
  • Create Email Engagement: Create Email engagement in this HubSpot portal.
  • Update Note Engagement: Update Note engagement in this HubSpot portal.
  • Delete Engagement: Delete an existing Engagement from a particular HubSpot portal.
  • List New Engagements: List newly created engagements.
  • Create Meeting Engagement: Create Meeting engagement in this HubSpot portal.
  • List Call Dispositions: List the possible dispositions (outcomes) for engagements (sales calls).
  • Update Task Engagement: Update Task engagement in this HubSpot portal.
  • Update Call Engagement: Update Call engagement in this HubSpot portal.
  • List Updated Engagements: Get updated Engagements.
  • Update Email Engagement: Update Email engagement in this HubSpot portal.
  • Create Note Engagement: Create Note engagement in this HubSpot portal.

Company Properties

  • Create Company Property: Creates a company property.
  • Delete Company Property: Deletes a company property.
  • List Company Properties: Lists company properties.
  • Get Company Property: Gets a company property.
  • List Company Property Groups: Lists company property groups.
  • Update Company Property: Updates a company property.

Companies

  • Get Company: Returns details of the specifed Company.
  • List New Companies: List companies created since last run.
  • Search Companies: Returns companies that matches the search name.
  • Get Company By Domain: Gets a company by domain.
  • List Companies: Returns a list of all Companies.
  • Get Company Contacts: Returns a list of contacts from the specified Company.
  • List Updated Companies: List all companies created or modified since last run.
  • Update Company: Updates a company in HubSpot.
  • Create Company: Creates a new Company.
  • Delete Company: Deletes a Company.

Contact Properties

  • Get Contact Property: Gets a contact property.
  • List Contact Properties: Lists contact properties.
  • Create Contact Property: Creates a contact property.
  • Update Contact Property: Updates a contact property.
  • Delete Contact Property: Deletes a contact property.

Contacts

  • Upsert Contact: Creates or updates a Contact. If the email address supplied is a duplicate it will update the Contact, otherwise it will create a new one.
  • List Updated Contacts: Gets a list of recently updated Contacts.
  • Upsert Contacts: Batch create or update a contact inside HubSpot. If email or visitor ID match then the Contact will be updated.
  • Create Contact: Creates a new Contact.
  • Search Contacts: Gets all the Contacts matching the search term. Searches on email address, first and last name, phone number, or company.
  • Get Contact By ID: Gets a Contact by ID.
  • Update Contact: Updates a Contact.
  • List New Contacts: Gets a list of newly created Contacts.
  • List Contacts: Gets a list of all Contacts.
  • Get Contact By User Token: Get a contact by its user token.
  • Delete Contact: Deletes an existing contact from a particular HubSpot portal.
  • Get Contact By Email: Gets a Contact by email address.

Forms

  • List Forms: Returns a list of all forms.
  • List Form Fields: Returns a list of fields for the specified form.
  • List Form Submissions: Returns a list of submissions for the specified form.

Pipelines

  • List Deal Pipeline Stages: List the Stages of a particular Deal Pipeline
  • List Deal Pipelines: Get deal pipelines from HubSpot.
  • List Ticket Pipelines: Get ticket Pipelines from HubSpot.

Deals

  • Search Deals V3: Search through deals.
  • Delete Deal: Delete a Deal.
  • Get Deal: Get the details of the specified Deal.
  • Associate Deal With Contact: Associate a Deal with a Contact.
  • List Deals: Returns a list of Deals.
  • Create Deal: Create a deal inside HubSpot.
  • Update Deal: Update the details of a Deal.
  • List Updated Deals: List modified deals from HubSpot since last successful run.
  • Associate Deal With Company: Associate a Deal with a Company.
  • Search Deals: Returns a list of Deals that match the name.
  • List New Deals: List all deals that have been created since last run.

Custom Objects

  • Create Custom Object Schema: Create a custom object schema.
  • Create Custom Object: Create a custom object.
  • Get Custom Object Schema: Get a custom object schema.

Object Metadata

  • Get Company Writable Properties (Single, Enhanced, for Create): Get the properties of Company for get/update methods.
  • Get Contact Properties (Single, Enhanced, for Get): Get the properties of Contact for get/update methods.
  • Get Contact Writable Properties (Single, Enhanced, for Create/Update): Get the properties of Contact for get/update methods.
  • Get Company Properties (Single, Enhanced, for Get): Get the properties of Company for get/update methods.

Products

  • List Products: Lists all Products.
  • Get Product: Get the details of a Product.
  • Create Product: Create a new Product.
  • Update Product: Update the details of a Product.
  • Get Product For Deal: Get a product from HubSpot as it existed when added to deal.

Contact Lists

  • Remove Contacts From List: Removes one or more Contacts from a Contact List.
  • Add Contacts To List: Adds one or more Contacts to a Contact List.
  • Get Contact List: Gets the details of a single Contact List from the supplied ID.
  • List New Contact List Members: Gets the members of a Contact List added since the last run.
  • List Contact List Members: Gets the members of a Contact List.
  • Create Static Contact List: Creates a new Static Contact List.
  • Add Filters To List: Adds filters to a Contact List, used to define which Contacts are included in the list.
  • Create Dynamic Contact List: Creates a new Dynamic Contact List.
  • List Contact Lists: Gets all Contact Lists from this HubSpot portal.
  • Delete Contact List: Delete a list in a given HubSpot account, identified by its unique ID.

Product Properties

  • Update Product Property: Updates a product property.
  • List Product Property Groups: Lists product property groups.
  • Create Product Property Group: Creates a product property group.
  • Create Product Property: Creates a product property.
  • Get Product Property: Gets a product property.
  • Delete Product Property: Deletes a product property.
  • List Product Properties: Lists product properties.

Blogs

  • Get Blog Post By ID: Gets a blog post by ID.
  • Get Blog By ID: Gets a blog by ID.
  • List Blogs: Lists all of the blogs for an account.
  • List Blog Posts: Lists all blog posts for a HubSpot account.

Owners

  • Get Owner: Get an owner by ID.
  • Get New Owners: Get all the owners from this HubSpot portal since last ran.
  • Get Updated Owners: Get all the owners from this HubSpot portal since last ran.
  • List Owners: List all the owners from this HubSpot portal.

Deal Properties

  • Update Deal Property: Update a deal property.
  • List Deal Property Groups: Returns all of the deal property groups for a given portal.
  • Get Deal Property: Get a deal property.
  • Delete Deal Property: Delete a deal property.
  • Create Deal Property: Create a deal property.
  • List Deal Properties: List deal properties.

Line Items

  • Get Line Item: Returns details of the specified Line Item.
  • List Line Items For Deal: Returns a list Line Items for the specified Deal.
  • Associate Line Item With Deal: Associate a Line Item with a Deal.
  • List Line Items: Returns a list of line items.
  • Create Line Item: Create a Line Item.

Campaigns

  • List Campaigns With Recent Activity: For a given portal, return all email campaign IDs sorted by recent activity associated with the portal.
  • Get Campaign: Gets the details of the specified Campaign.
  • List Campaigns: For a given portal, return all email campaign IDs associated with the portal.

Tickets

  • Update Ticket: Update a Ticket.
  • Create Ticket: Create a new Ticket.
  • Get Ticket: Get the details of a Ticket.
  • List Tickets: Returns a list of all Tickets.
  • Delete Ticket: Delete a Ticket.

Associations

  • Create Batch Association: Create a batch association.

Company Members

  • Disassociate Contact From Company: Removes the association between a Contact and a Company.
  • Associate Contact With Company: Associates a Contact with a Company. If a Contact is already associated with a different Company, the Contact will be added to the new Company. A Contact can only be associated with one Company.
  • Get Company Association For Contact: Checks which Company (if any) is associated with a Contact.

Sales Invoices

  • Get Sales Invoice: Retrieve a sales invoice by ID.
  • Delete Sales Invoice: Delete an existing sales invoice.
  • Update Sales Invoice: Update an existing sales invoice.
  • List Sales Invoices: Retrieve a list of existing sales invoices.
  • List Updated Sales Invoices: Retrieve a list of sales invoices created or updated since last run.
  • Create Sales Invoice: Create a new sales invoice.

Internal

  • Get Division: Retrieve the current division.
  • List Sales Items: Retrieve a list of existing sales items.
  • List Supplier Accounts: Retrieve a list of existing supplier accounts.

CRM

  • Get Customer Account: Retrieve an existing customer account by ID.
  • Delete Customer Account: Delete an existing customer account by ID.
  • Update Customer Account: Update an existing customer account.
  • Update Contact: Update an existing contact.
  • Delete Contact: Delete an existing contact.
  • Get Contact: Retrieve a contact by ID.
  • List Customer Accounts: Retrieve a list of existing customer accounts.
  • List Contacts: List all contact records.
  • List Updated Contacts: List all contact records created or modified since last run.
  • List Updated Customer Accounts: Retrieve a list of customer accounts created or modified since last run.
  • Create Customer Account: Create a new customer account.
  • Create Contact: Add a contact person to an existing customer account.

Financial

  • Get Journal: Retrieve an existing journal by ID.
  • Delete Journal: Delete an existing journal.
  • Update Journal: Update an existing journal.
  • Get G/L Account: Retrieve an existing general ledger account.
  • Update G/L Account: Update an existing general ledger account.
  • Delete G/L Account: Delete an existing general ledger account.
  • List G/L Classifications: G/L Classifications are used to group G/L account balances in p&l and balance sheet. Use this endpoint to retrieve information about the G/L classifications available.
  • Get G/L Classification: G/L Classifications are used to group G/L account balances in p&l and balance sheet. Use this endpoint to retrieve information about the G/L classifications available.
  • Get G/L Scheme: Use this endpoint to retrieve the G/L schemes used in an administration. Depending on package used, there is one or more scheme (e.g. RGS in different versions) available.
  • Get G/L Transaction Source: Use this endpoint to retrieve all transaction sources. Transaction sources are used in financial entries and provide insight in how an entry is created.
  • Get G/L Transaction Type: Retrieve an existing transaction type. Financial entries are created as specific types, some are created based on journals, like sales or purchase, other are created automatically, like from the revaluation process.
  • Get Journal Status List: This resource will provide you information on the status of a Journal in a certain period.
  • CurrentYear/AfterEntry: This service returns opening balance amounts for G/L accounts. Only balance sheet accounts with amounts other than zero are returned. See also service Financial/ReportingBalance to get debit and credit amounts by period. CurrentYear/AfterEntry considers all entries for the current year, if you only want to get final processed entries use CurrentYear/Processed instead.
  • CurrentYear/Processed: This service returns opening balance amounts for G/L accounts. Only balance sheet accounts with amounts other than zero are returned. See also service Financial/ReportingBalance to get debit and credit amounts by period. CurrentYear/Processed considers only processed entries for the current year, if you want to get all the entries use CurrentYear/AfterEntry instead.
  • PreviousYear/AfterEntry: This service returns opening balance amounts for G/L accounts. Only balance sheet accounts with amounts other than zero are returned. See also service Financial/ReportingBalance to get debit and credit amounts by period. PreviousYear/AfterEntry considers all entries for the previous year, if you only want to get final processed entries use PreviousYear/Processed instead.
  • PreviousYear/Processed: This service returns opening balance amounts for G/L accounts. Only balance sheet accounts with amounts other than zero are returned. See also service Financial/ReportingBalance to get debit and credit amounts by period. PreviousYear/Processed considers only processed entries for the previous year, if you want to get all the entries use PreviousYear/AfterEntry instead.
  • Get G/L Acct Class. Mapping: Retrieve a specific general ledger account classification mapping.
  • Delete G/L Acct Class. Mapping: Delete a specific general ledger account classification mapping.
  • Get General Journal Entry: Retrieve a specific general journal entry.
  • Create General Journal Entry: Create a new general journal entry.
  • Get General Journal Entry Line: Retrieve a specific general journal entry line.
  • Update G/L Acct Class. Mapping: Update an existing general ledger account classification mapping.
  • Create General Journal Entry Line: Create a new general journal entry line.
  • List Journals: Retrieve a list of existing journals.
  • List Updated Journals: Retrieve a list of journals created or updated since last run.
  • List G/L Accounts: Retrieve a list of existing general ledger accounts.
  • List Updated G/L Accounts: Retrieve a list of general ledger accounts created or updated since last run.
  • List G/L Schemes: Use this endpoint to retrieve the G/L schemes used in an administration. Depending on package used, there is one or more scheme (e.g. RGS in different versions) available.
  • List G/L Transaction Sources: Use this endpoint to retrieve all transaction sources. Transaction sources are used in financial entries and provide insight in how an entry is created.
  • List G/L Transaction Types: Use this endpoint to retrieve all transaction types. Financial entries are created as specific types, some are created based on journals, like sales or purchase, other are created automatically, like from the revaluation process.
  • List G/L Acct Class. Mappings: Retrieve a list of existing general ledger account classification mappings
  • List General Journal Entries: Retrieve a list of general journal entries.
  • List Updated General Journal Entries: Retrieve a list of general journal entries created or updated since last run.
  • List General Journal Entry Lines: Retrieve a list of general journal entry lines.
  • Create Journal: Create a new journal.
  • Create G/L Account: Create a new general ledger account.
  • Create G/L Acct Class. Mapping: Create a general ledger account classification mapping.

Sales Entry

  • Get Sales Entry Line: Retrieve an existing sales entry line by GUID.
  • Get Sales Entry: Retrieve a sales entry by ID.
  • Update Sales Entry: Update an existing sales entry.
  • Delete Sales Entry: Delete an existing sales entry.
  • List Sales Entry Lines: Retrieve details for all lines on a sales entry.
  • Update Sales Entry Line: Update an existing sales entry line.
  • Delete Sales Entry Line: Delete an existing sales entry line.
  • List Sales Entries: Retrieve a list of existing sales entries.
  • List Updated Sales Entries: Retrieve a list of sales entries created or modified since last run.
  • Create Sales Entry: Create a new sales entry.
  • Create Sales Entry Line: Create a new sales entry line.

Purchase Entry

  • Delete Purchase Entry: Delete an existing purchase entry.
  • Get Purchase Entry: Retrieve a purchase entry by ID.
  • Update Purchase Entry: Update an existing purchase entry.
  • Update Purchase Entry Line: Update an existing purchase entry line.
  • Get Purchase Entry Line: Retrieve an existing purchase entry line by GUID.
  • List Purchase Entry Lines: Retrieve details for all lines on a purchase entry.
  • Delete Purchase Entry Line: Delete an existing purchase entry line.
  • List Purchase Entries: Retrieve a list of existing purchase entries.
  • List Updated Purchase Entries: Retrieve a list of purchase entries created or modified since last run.
  • Create Purchase Entry: Create a new purchase entry.
  • Create Purchase Entry Line: Create a new purchase entry line.

HRM

  • Get Department: Retrieve an existing department.
  • Get Division Class: Returns the possible choices per classification for a given company.
  • Get Division Class Name: Company classifications can be used to search for or filter on a specific company. This end point returns a list of those classifications.
  • Get Division Class Value: This end point returns the values as used per company classification for a given company.
  • Get Cost Center: Retrieve details of a specific cost center.
  • Delete Cost Center: Delete a specific cost center.
  • Get Cost Unit: Retrieve a specific cost unit.
  • Delete Cost Unit: Delete a specific cost unit.
  • Update Cost Center: Update an existing cost center.
  • Update Cost Unit: Update an existing cost unit.
  • List Departments: Retrieve a list of departments.
  • List Division Classes: Returns the possible choices per classification for a given company.
  • List Division Class Names: Company classifications can be used to search for or filter on a specific company. This end point returns a list of those classifications.
  • List Division Class Values: This end point returns the values as used per company classification for a given company.
  • List Cost Centers: Retrieve a list of cost centers.
  • List Cost Units: Retrieve a list of cost units.
  • Create Cost Center: Create a new cost center.
  • Create Cost Unit: Create a new cost unit.

Documents

  • Get Document Type: Retrieve an existing document type
  • Get Document Type Category: Retrieve an existing document type category
  • Get Document Category: Retrieve an existing document category
  • Get Document: Use this endpoint to retrieve a specific document
  • Update Document: Update an existing document.
  • Delete Document: Delete a specific document.
  • Get Document Attachment: Use this endpoint to retrieve a specific document attachment
  • Get Document Folder: Use this endpoint to retrieve a specific document folder
  • Update Document Folder: Update an existing document folder
  • Delete Document Folder: Delete a specific document folder
  • Get Document Type Folder: Use this endpoint to retrieve a specific document type folder
  • Delete Document Type Folder: Delete a specific document type folder
  • Update Document Type Folder: Update an existing document type folder
  • List Document Types: Use this endpoint to retrieve a list of document types
  • List Document Type Categories: Use this endpoint to retrieve a list of document type categories
  • List Document Categories: Use this endpoint to retrieve a list of document categories
  • List Documents: Use this endpoint to retrieve a list of documents
  • List Updated Documents: Use this endpoint to retrieve a list of documents created or updated since last run
  • List Document Attachments: Use this endpoint to retrieve a list of document attachments
  • List Document Folders: Use this endpoint to retrieve a list of document folders
  • List Document Type Folders: Use this endpoint to retrieve a list of document type folders
  • Create Document: Create a new document
  • Create Document Folder: Create a new document folder
  • Create Document Type Folder: Create a new document type folder

Financial Transaction

  • Get Transaction Line: Retrieve a specific transaction line.
  • Get Bank Entry: Retrieve a specific bank entry.
  • Get Bank Entry Line: Retrieve a specific bank entry line
  • Get Cash Entry Line: Retrieve a specific cash entry line
  • Get Cash Entry: Retrieve a specific cash entry.
  • List Transaction Lines: Retrieve a list of transaction lines.
  • List Bank Entries: Retrieve a list of bank entries.
  • List Bank Entry Lines: Retrieve a list of bank entry lines.
  • Create Bank Entry Line: Create a new bank entry line.
  • Create Bank Entry: Create a new bank entry.
  • List Cash Entry Lines: Retrieve a list of cash entry lines.
  • Create Cash Entry Line: Create a new cash entry line.
  • Create Cash Entry: Create a new cash entry.
  • List Cash Entries: Retrieve a list of cash entries.

General

  • List Currencies: Use this endpoint to get all the enabled currencies.

Looking for additional or custom integration methods?

We can customize the integration to work with any additional or custom methods, get in touch with our team to discuss your particular integration needs.

Book a free consultation

Secure Data Movement From Point A to B,
In Weeks Not Months

GDPR Compliant

We take GDPR seriously and design everything with security first.

IP Whitelisting

Exelement's SyncCloud sends and receives requests from static IP address which you could whitelist in your system's API.

SSL everywhere

We always use SSL when customer systems connect to Exelement SyncCloud or third party APIs such that data is encrypted on the way in to and out of the Exelement SyncCloud application. Whilst in the Exelement SyncCloud application environment all data is encrypted.

Untangle your IT team

By building and running your system integrations on Exelement SyncCloud, you get to free up your IT team from building, managing and hosting your marketing and sales integrations. We know how busy internal IT teams can be, sometimes small marketing and sales projects would take forever to be delivered and get tangled with internal resources and skillset planning, DevOps and security limitations. Why tangle your IT team while you can launch your integrations faster and in isolation from your internal IT systems?

Physical Access Controls

Exelement's SyncCloud application runs in secure data centres operated by Amazon Web Services. Amazon Web Services policy in regards to Physical Access is as follows: Physical data centre access is granted only to approved employees and third parties. Such individuals who need data centre access must first apply for access and provide a valid business justification. These requests are granted based on the principle of least privilege, where requests must specify to which layer of the data centre the individual needs access, and are time-bound.  Requests are reviewed and approved by authorized personnel, and access is revoked after the requested time expires. Once granted admittance, individuals are restricted to areas specified in their permissions.
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