If you only need to sync data on a weekly or monthly basis, you can schedule a sync. If you need to sync data more frequently, you can manually sync or create custom triggers.
There are a few things that can trigger a Salesforce sync HubSpot. These include:
- Manual sync: You can manually sync Salesforce and HubSpot by clicking the "Sync Now" button in the HubSpot CRM dashboard.
- Scheduled sync: You can schedule Salesforce and HubSpot to sync automatically at a set time.
- Data changes: If data is changed in either Salesforce or HubSpot, the sync will be triggered.
- Events: Certain events in Salesforce and HubSpot can trigger a sync, such as a lead being converted to a contact or a deal being closed.
- Custom triggers: You can create custom triggers to sync Salesforce and HubSpot based on specific criteria.
The frequency of the sync will depend on your specific needs and requirements. If you only need to sync data on a weekly or monthly basis, you can schedule a sync. If you need to sync data more frequently, you can manually sync or create custom triggers.
Here are some additional tips for syncing Salesforce and HubSpot:
- Test the sync before you move all of your data. This will help you to identify any problems and make sure that the sync is successful.
- Back up your data before you sync it. This will help you to protect your data in case something goes wrong during the sync.
- Work with a qualified professional if you need help syncing your data. This can help to ensure that the sync is done correctly and that your data is secure.