Your client data lives in HawkSoft. Your pipeline lives in HubSpot. Someone on your team is copying between the two — and that's not what you hired them for.
HSAvailable on HubSpot Marketplace
Setup
How it works
Three steps. Most teams are live in under 10 minutes.
Install from HubSpot Marketplace
Find 300Sync in the HubSpot App Marketplace and install it to your portal. No developer needed — it takes about 90 seconds.
Connect HawkSoft
Enter your HawkSoft credentials in the 300Sync settings panel. Your credentials are encrypted immediately with AES-256-GCM and never stored in plain text — not even temporarily.
Watch it sync
clients → contacts, policies → deals, renewal triggers → HubSpot workflows. The field mapping is pre-built for your industry — no configuration required. Your HubSpot records start populating immediately.
Data
What syncs
Everything mapped the way your team actually thinks about it — not a raw field dump.
Contacts
HawkSoft contact records — including name, email, phone, and address — sync to HubSpot contacts. De-duplication runs on email to prevent doubles.
Primary Records
Core HawkSoft records (matters, jobs, projects, policies, or equivalent) map to HubSpot deals. Status changes in HawkSoft advance the deal stage in HubSpot.
Activity Timeline
Billing events, status changes, and key interactions from HawkSoft appear as timeline events on HubSpot contact records. Your team sees the full activity history without switching systems.
Custom Properties
Industry-specific fields from HawkSoft — that have no native HubSpot equivalent — are created as custom properties prefixed with sync300_. Auto-created on first sync.
Sync Direction
Two-way (Professional+). On Starter, data flows from HawkSoft into HubSpot. On Professional and above, changes in either system flow to the other.
Sync Frequency
HawkSoft uses a scheduled polling model — no webhook API available. Syncs run every 15 minutes on Starter, every 5 minutes on Professional, and every minute on Enterprise.
Encrypted credential storage
HawkSoft uses credential-based authentication. Your username and password are encrypted with AES-256-GCM immediately on submission and stored encrypted at rest. They are never logged, never transmitted in plain text, and are decrypted only at sync time in an isolated process.
Mapping
Field mapping reference
Every field pre-mapped. No spreadsheet required.
| HawkSoft field | HubSpot property | Notes |
|---|---|---|
| Client: Name | Contact: Full Name | — |
| Client: Email | Contact: Email | — |
| Client: Phone | Contact: Phone Number | — |
| Policy: Number | Deal: sync300_policy_number | Custom property |
| Policy: Premium | Deal: Amount | — |
| Policy: Renewal | Deal: Close Date | — |
| Policy: Status | Deal: Deal Stage | — |
Custom properties (prefixed sync300_) are auto-created in your HubSpot portal on first sync. No manual property setup needed.
Use cases
What teams actually do with this
Client records stay current
HawkSoft client data syncs to HubSpot contacts on a scheduled pull. When a client updates their phone or address in HawkSoft, it reflects in HubSpot at the next interval. No one has to update both.
Renewal pipeline automation
Policy renewal dates from HawkSoft sync to HubSpot deal close dates. Build renewal reminder sequences in HubSpot that fire without anyone manually checking a spreadsheet.
Full account history in HubSpot
Policy activity and client interactions logged in HawkSoft appear on HubSpot contact timelines. Your producers see the complete client picture before they pick up the phone.
Pricing
Simple, transparent pricing
7-day free trial on every plan. No credit card required.
Starter
One-way sync with 1,000 records/month
Enterprise
Real-time sync with unlimited records
Need more detail? See full pricing page with complete feature comparison.
Connect HawkSoft to HubSpot in the next 10 minutes.
No CSV. No copy-paste. Just sync.
7-day free trial · No credit card required · Cancel any time