Integrations

You can connect ShipperCRM to various third party apps to increase it's functionality and take control of your data.

HubSpot

As of July 31st, 2024 ShipperCRM users can synchronize any contacts & companies they have saved from the MagicMap into their HubSpot account. Currently, this integration is 1-way: from ShipperCRM to HubSpot. In the future we will allow users to move over their contacts from HubSpot to ShipperCRM.

Configure the HubSpot Integration

Setup the integration by going to the Settings > Integration page in ShipperCRM

Follow the HubSpot authentication instructions

After clicking 'Set up', we will direct you to login into your HubSpot account. If you are already logged in, then this should be immediate.

Confirm required data access

HubSpot will ask you to confirm the data that will be shared with ShipperCRM required to safely copy over your ShipperCRM contacts into your HubSpot account.

ShipperCRM only uses your existing HubSpot data to resolve potential duplicate contact conflicts. We first need to check if the contact already exists in HubSpot, and if it does not, then we will create a new contact automatically.

How we handle contacts that already exist in HubSpot

If the contact already exists in HubSpot, we currently synchronize the contact in HubSpot to have the phone numbers and emails that exist for that contact in ShipperCRM.

Example:

• Douglas Adams at Walmart exists in HubSpot and has 2 phone numbers and 1 email

• Douglas Adams at Walmart also exists in ShipperCRM with 2 phone numbers and 1 email

The phone numbers and emails for Douglas Adams in ShipperCRM will be copied into the Douglas Adams in HubSpot.