If you’re tired of copying lists back and forth between marketing tools, you’re not alone. This guide is for marketers, ops folks, and anyone who’s sick of manual exports between Encharge and HubSpot. You want contacts, activities, and data to just sync, without weird duplicates or stuff falling through the cracks. Here’s how to actually get these tools integrated—without a bunch of hand-waving.
Why bother syncing Encharge and HubSpot?
Let’s keep it real: most “integrations” sound great until you actually try them. Data goes missing, fields don’t match, and suddenly someone’s yelling about missing leads.
Connecting Encharge (for behavior-based marketing automation) with HubSpot (for CRM and sales) lets you:
- Trigger emails or campaigns based on HubSpot data and vice versa
- Keep sales and marketing teams working from the same info
- Stop wasting time with CSV files and manual imports
But you need to set it up right, or it’ll be a mess. Here’s how.
What you’ll need
- An Encharge account with admin access
- A HubSpot account (Marketing or CRM, with access to integrations)
- Permissions to connect external apps in HubSpot
- 30-60 minutes to actually walk through the setup (skip the “5 minutes or less” hype)
Pro tip: If your data is already a mess in either tool, clean it up first. Integration won’t magically fix garbage data.
Step 1: Map out what you want to sync (before clicking anything)
Most people skip this and regret it. Take 10 minutes to sketch:
- What data really needs to move? (Contacts, custom fields, tags, deal info?)
- Which tool is your “source of truth” for each type of data?
- Do you want data to sync one-way or two-way?
Don’t just sync everything. That’s how you end up with duplicates and confusion. Be picky.
Step 2: Connect Encharge to HubSpot
- Log in to Encharge.
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Go to your account’s dashboard.
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Head to the Integrations section.
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Usually found under “Settings” or “Integrations.”
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Find the HubSpot integration and click “Connect.”
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You’ll be redirected to HubSpot’s login/authorization screen.
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Authorize Encharge to access HubSpot.
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You’ll see a permissions list. Make sure you’re okay with what Encharge is asking for. (It usually wants access to contacts, lists, and basic account info.)
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Select your HubSpot account and finish setup.
- If you have more than one HubSpot account, double-check you’re connecting the right one.
Heads up: If your company has strict security policies, you might need an admin to approve the connection in HubSpot.
Step 3: Decide what to sync, and how
Once connected, Encharge will let you set rules about what data to push or pull.
- Contacts: Do you want every contact to sync, or just ones with certain properties?
- Fields: Pick which fields you actually care about. Don’t sync 50 fields just because you can.
- Direction: Choose whether Encharge updates HubSpot, HubSpot updates Encharge, or both.
Example: Maybe you want new leads from HubSpot to go into Encharge for onboarding emails, but you don’t want Encharge to overwrite sales notes in HubSpot.
How to set up the sync in Encharge
- Go to the HubSpot integration settings in Encharge.
- Choose the sync direction (one-way or two-way).
- Map fields from Encharge to HubSpot.
- This is where things get messy. Double-check field names and types. If you have custom fields, make sure they match.
- Set up filters or rules.
- For example, only sync contacts with a certain tag or lifecycle stage.
- Test with a small segment first.
- Don’t sync your whole database right away.
Real talk: The “field mapping” step is where most integrations break down. Don’t rush this. If field types don’t match (e.g., dropdown vs. text), you’ll get errors or bad data.
Step 4: Test the integration with real (but safe) data
Forget sample data—use a real contact you control (like your own email).
- Add or update a contact in HubSpot. Does it show up in Encharge? How does it look?
- Try the reverse: add or change something in Encharge. Does it update in HubSpot?
- Look for:
- Fields not syncing
- Weird formatting (dates, dropdowns, etc.)
- Duplicates
Pro tip: Set up a “test” tag or property so you can easily filter these contacts later and delete them if needed.
Step 5: Set up automation flows
Now that data is moving, you can build actual workflows.
- In Encharge: Trigger automations based on HubSpot properties (e.g., send onboarding emails when a contact hits a certain lifecycle stage).
- In HubSpot: Use Encharge activity (like “email opened” or “link clicked”) to trigger sales sequences or assign tasks.
Don’t overdo it. Start with 1-2 simple automations. Complex, multi-step flows sound great but are hard to troubleshoot when things break.
Step 6: Monitor, troubleshoot, and tweak
First week after setup? Watch it like a hawk. Here’s what to check:
- Are contacts syncing regularly?
- Any error messages in either tool?
- Are the right fields being updated—or is something being overwritten you didn’t expect?
If you spot issues: - Double-check your field mappings and sync rules. - Sometimes, disconnecting and reconnecting the integration fixes weird issues. - If things are truly stuck, both Encharge and HubSpot have decent help docs and support—don’t be afraid to ask.
What to ignore (for now)
- Syncing every property: Only map what you’ll actually use.
- Fancy automations: Get the basics right before building multi-step “journeys.”
- Third-party integration tools: Encharge’s native integration is fine for most small/medium teams. Only pull in Zapier or others if you hit a wall.
Honest takes
- The integration’s not perfect. Sometimes syncs are delayed, or certain field types just don’t play nice.
- If you have a super-custom CRM setup in HubSpot, expect to spend more time on field mapping.
- Two-way sync sounds cool, but it’s easy to accidentally overwrite good data. One-way sync (at least at first) is safer.
- “Set it and forget it” is a myth. Check your sync logs every so often, especially after making changes.
Wrapping up
Getting Encharge and HubSpot to actually work together takes a bit of setup, but it’s worth it. Remember: don’t sync everything just because you can, and don’t try to automate the world on day one.
Start small. Test. Make sure your data actually looks right. Then add more complexity as you go. Keeping it simple now means fewer headaches later.