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 (say, 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.