Does anyone have a best practice for syncing Pipedrive deals with HubSpot deals?
Use Case HubSpot → Pipedrive:
In our company, Marketing and Telesales work in HubSpot, whereas Sales is working in Pipedrive. Once Marketing/Telesales have warmed up a lead (or deal), it will eventually be transferred to Sales, i.e. Pipedrive. All unecessary information (deal info, contact and company record, activities) should go into Pipedrive
Use Cases Pipedrive → HubSpot:
- It might occur that a deal might get disqualified from Sales and thus needs to get sent back to HubSpot.
- Closed Wons and Closed Losts (coming from Pipedrive) need to be reported to HubSpot
My concern is that I will need endless zaps (which might be OK) and that I overlook sth when passing data.
Best answer by adamsmartschanView original