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. When you create a RevOps deal and connect it to a HubSpot deal or a Salesforce Opportunity, RevOps will sync the deal every time it is updated. Meaning any time:
- The deal is saved (created/edited in RevOps).
- The deal's status changes (submitted for approval, approved, signed)
- Someone clicks the Synchronize again button Option 3 is your escape hatch. When you notice a difference between your RevOps deal and your CRM record, trigger a sync and wait to see if the status is successful. If it’s not Successful , learn how to debug a Salesforce bug or a HubSpot bug .