CRM Integrations
RevOps offers integrations with Salesforce and HubSpot CRMs. Each CRM includes specific documentation.
The following documentation applies to all CRMs.
🗃️ HubSpot
5 items
🗃️ Salesforce
7 items
📄️ Monitoring Data Sync
Global Monitoring
📄️ Sharing and syncing signed contracts
When all signatures on the deal are completed, the signed contract will be available for download from the RevOps Deal. You may, however, also want to store the signed contract in another system of record.
📄️ Including CRM Data on Deals
Any data stored on the Salesforce Opportunity or HubSpot Deal can be imported to RevOps as a CRM Variable. Once imported the data in your CRM can be used on your RevOps Deal. This guide will show you how you can use data from your CRM on your RevOps Deal.
📄️ When does my Deal Sync to my CRM?
RevOps wants you to have your data when you need it. We sync your data as often as possible.