Hi-
New user here - we currently use Pipeline CRM for our client services team to track customers’ status/progress/etc. once they’ve been sold.
We are in the midst of implementing SalesHub, and I want to be able to have the sales team use SalesHub to gather all the customer’s info and then pass it into Pipeline for the client services team to pick up and manage from there. (Yes, I know… we should just use HubSpot for everything, but we’re a small company and can’t currenlty justify the expense to migrate everything into HubSpot. Someday for sure…)
When we went through the sales process, we learned we can use Zapier to connect the two, and so far, have had some limited success… I’ve gotten to the point where we can create a deal in Pipeline once it moves into the final deal stage in HubSpot.
The challenge I’m having is that all the Deal Properties aren’t being ported. All we’re getting is the client name, email, phone and the revenue. (There is a bunch of specific info that the sales team collects and enters into Deal Property fields that the client services team needs to do their job once a deal is sold.)
The field names are identical in HubSpot and Pipeline. They look like they’re mapped properly in Zapier. They’re just not pulling across.
Any thoughts or ideas? Thanks in advance, and let me know if you need any more info, happy to supply it! (And if there’s anyone on the board who has solved this and is willing to do some paid consulting work for me, I’m all in at this point lol)
Thanks!
-Theron
