Why HubSpot General Settings Matter — control what gets synced

When you connect HubSpot to Insentric, the general settings help you manage which data gets pulled in. This keeps your reports clean and helps avoid wasting API (Application Programming Interface) calls on test data or outdated leads.

You’ll find these settings in the Admin View under HubSpot Configuration in the left-hand menu.

Configure sync criteria — select lists and set start date

These settings control which HubSpot records Insentric syncs, and from which point in time. You need to create two active lists in HubSpot before you can select them here.
 

• Records to Update Active List
  Choose a HubSpot active list that includes recently updated records. Create this list in HubSpot first, then select it from the dropdown in Insentric. This list keeps your sync lightweight and focused.
  Examples of updates:
  • Form activity
  • Email engagement
  • Program membership updates
  • Opportunity or revenue stage changes
  • Key data field updates
• All Records Active List
  Select an active list from HubSpot that contains all records you want Insentric to access. You’ll need to create this list in HubSpot using filters that exclude low-value contacts. Then select it from the dropdown.
  Common exclusions:
  • Test records used internally
  • Incomplete leads without email addresses
  • Employees or internal users
  • Unmarketable contacts (e.g., unsubscribed or hard-bounced)
  • Inactive leads with no recent activity
• Start Date for HubSpot Backup
  Pick the date you want Insentric to begin syncing historical data. Any activity before this date will be ignored. This avoids pulling in stale data.

When you're done, click Submit to save your settings.

If you’re unsure which lists to use or how to configure them, contact the Insentric Support Team for help.