CRM

MJ_Bergeron
Participant

Consequences of turning off sync

SOLVE

Hello all,

 

What is going to happen if we decide to turn off the 

1. Lifecycle stage sync

2. Sync lifecycle stages to associated contacts and companies.

 

Will it revert or will we need to clean up our database (especially for contacts that are in a big company and that are not customer as they are based in a different plant that the one that bought our products.)

 

Thanks for sharing your experience.

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1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Consequences of turning off sync

SOLVE

Hi @MJ_Bergeron 

 

If you turn of those two settings (the first looks like a Salesforce integreation setting), then updates will not be made in the future. Past updates/changes to lifecycle based on these settings will remain, nothing will roll back. 

 

If these settings have resulted in incorrect lifecycle stage for some contacts, you will need to correct that manually, unfortunatly. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

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1 Reply 1
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Consequences of turning off sync

SOLVE

Hi @MJ_Bergeron 

 

If you turn of those two settings (the first looks like a Salesforce integreation setting), then updates will not be made in the future. Past updates/changes to lifecycle based on these settings will remain, nothing will roll back. 

 

If these settings have resulted in incorrect lifecycle stage for some contacts, you will need to correct that manually, unfortunatly. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency