HubSpot into Cerbo 01-11-24

In this tutorial, I will guide you through the process of pushing data from HubSpot into Serbo. Although it's not a common scenario, it's important to know how to do it. I will show you how to set up the field mappings and push contacts from HubSpot to Cerbo. Pay attention to the logs to track the success of the push.

00:00 Introduction

00:37 Pushing Contacts

0:01 Welcome back to another tutorial for FX Med Support. We've already gone over the Cerbo into HubSpot. Let's now look at the HubSpot into Cerbo.

0:12 It's not hap- it doesn't happen very often that you want to push it this way. But you can so you can have our we have our settings tab and once you are connected we then have our patient field mappings we want to make sure that all of the patient fields in Cerbo are going to have our HubSpot fields so

0:30 we make our matching and then you have your HubSpot contacts and you can see that you've got some contacts and you can go ahead and push to Cerbo when you select a few people push to Cerbo and you have our logs.

0:50 Of when they were pushed. Now again, this is not an application that is used very often usually its the other way where your pushing from Cerbo into HubSpot but should you ever need to do a HubSpot into Cerbo push you need to do a single patient or bulk this is also connected in Dora Automator this has

1:09 been an example or a walkthrough a very brief one of that of the HubSpot into Cerbo integration by FXMedSupport