Managing your sync

Managing your sync

TL;DR: After your sync is active, you can pause, edit, or delete it anytime from the HubSpot 2-way Sync view on your board. Here's how to manage your sync day-to-day.

Accessing your sync

    Open the board where you added the app
    Click the HubSpot 2-way Sync view tab (it's added to your board when you add the app)
    Under Active Syncs you'll see your sync, its status (Active or Paused), and the Pencil edit, ⏸ pause and 🗑 delete icons
    Under Connected HubSpot Accounts you'll see your HubSpot portals. If a portal no longer shows Active, see  Re-authenticate with HubSpot⁠ 

Pausing a sync

Click the ⏸ pause icon next to your sync in Active Syncs. The status changes to Paused and the icon becomes ▶ play. Click it to resume. Your configuration is kept.
  • Changes made while paused are not queued — they won't sync retroactively when you resume
  • Pausing is useful during board restructuring, bulk edits, or when you want to stop consuming actions temporarily

Editing a sync

Click the Pencil edit icon next to your sync to open Edit Sync Configuration — one page with all your settings. Make your changes and click Save changes (or Cancel). You can:
  • Add or remove field mappings — new mappings apply to future changes only
  • Change sync direction (per field or overall)
  • Update conditional triggers — adjust which records are included
  • Change which pipeline syncs (for Deals and Tickets) — edit the Pipeline condition in your conditional triggers; pipeline isn't a separate setting
Editing does not retroactively update existing items. If you add a new field mapping, only future changes to that field will sync. Existing records and items sync again the next time they're updated.

Deleting a sync

Click the 🗑 delete icon next to your sync. Deleting permanently removes the sync configuration:
  • The sync cannot be recovered — you'd need to set it up again from scratch
  • Items already on your board are not deleted
  • The HubSpot Link column stays on your board

One sync per board

Each person can have one sync per board. The Create new sync button stays disabled while you have one. To sync a different HubSpot object on the same board, edit or delete your existing sync, or have a teammate set up their own. All syncs on your account share one monthly action quota.
To sync more objects, use more boards — see  Power user: managing multiple syncs across boards⁠ .

Tips

  • Pause before bulk edits — if you're about to update 100 items manually on your board, pause the sync first to avoid consuming actions for changes you don't want pushed to HubSpot
  • Check your quota — before resuming a sync that's been paused for a while, check your remaining actions in  Plans, Billing & Usage⁠ 
  • If items stop syncing — open the HubSpot 2-way Sync view and check your sync status and that your portal shows Active under Connected HubSpot Accounts. See  Troubleshooting⁠ 
Next up:  The HubSpot Link column⁠ : what the column does and how to keep it safe.

Related

  •  Setting up a Sync⁠ 
  •  Field Mapping⁠ 
  •  The HubSpot Link column⁠ 
  •  Troubleshooting⁠ 

Still stuck?

Contact us anytime at  hello@fantasymedia.io  — we're happy to help.