D e a l s
10
A r d m a c Q u i c k T i p G u i d e
Syncing Deals Syncing deals is really important in order for the information stored on HubSpot to write to our Financial Database. When creating deals it is important to note that a deal will not sync if the ‘Ardmac Company’ and ‘Company Prefix’ properties are not completed, both these are set as compulsory properties. Deals are synced to the Database in a number of ways: • Creating a deal • Updating information and either Trigger Sync or Re-Trigger Sync in the Sync to Database dropdown property. • Moving a stage Note: There is a slight time delay on writing to the database, so be patient in waiting on information to sync across.
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