Hubspot Integration Overview

Wicket and HubSpot can talk to each other automatically. When someone's info changes in one system, it can update in the other, so your team doesn't have to manually copy data back and forth, and your contacts stay consistent everywhere.

You choose how this works: updates can flow one way (Wicket to HubSpot only) or both ways, depending on what fits your team.

What gets kept in sync for people (contacts)

• Basic info: name, email, and their Wicket member ID

• Optional details you can turn on: job title, address, phone number, language

• Whether they currently have an active membership

• Tags used for grouping or segmenting people

• Email subscription preferences (so someone who unsubscribes in one system is unsubscribed everywhere)

• Which organization or company they're associated with

You can also limit this to certain groups of people, for example only syncing active members, and new contacts can be created automatically in either system when they don't already exist.

What gets kept in sync for organizations

Organization records work much the same way: 

• Basic info: name, description, address, phone number

• Membership status

• Tags

Marketing and sales activity

HubSpot activity can also be recorded back in Wicket automatically as Touchpoints, such as:

• Marketing emails sent, opened, or clicked

• People subscribing or unsubscribing from email lists

• New sales deals created

This gives your team a fuller picture of each person's activity in one place.

This is a general overview — the exact setup (which fields, which direction, which groups of people) is configured to match your organization's needs.