Integrating HubSpot with Zomentum Grow enhances your capability to manage and sync data efficiently across platforms. It's essential to configure the sync settings strategically to ensure that only the most relevant companies and contacts—specifically those at or beyond the 'Opportunity' stage—are transferred. This focused approach maintains a streamlined database in Zomentum Grow and any connected PSA systems.


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Questions This Article Answers

  • How do I prevent unqualified leads from syncing from HubSpot to Zomentum Grow?
  • What settings should I use to only sync opportunities from HubSpot to Zomentum?
  • How can I configure HubSpot to automatically update lifecycle stages for syncing?
  • Which lifecycle stages should be included when syncing HubSpot with Zomentum Grow?
  • How do lifecycle stage filters work in the Zomentum/HubSpot integration?


Setting Up Effective Sync Filters

Configure Lifecycle Stage Filters in Zomentum:

  • In Zomentum's HubSpot integration settings, you can apply various pull filters such as 'Lifecycle Stage', 'Lead Status', and 'Type'. While each of these filters can be used individually or in combination to refine which entities are synced, the simplest and most straightforward to automate within HubSpot is the 'Lifecycle Stage'.
  • Recommended Approach: Configure the integration to sync only those companies and contacts that have reached the 'Opportunity' stage or later. This filter ensures that only entities actively engaged in potential transactions are transferred, aligning the data sync with your sales funnel's maturity.


Automating Lifecycle Stages in HubSpot:

  • HubSpot allows for the lifecycle stage of a contact or company to be automatically updated when a deal is created. Setting this automation to adjust the lifecycle stage to 'Opportunity' upon deal creation is effective in ensuring that only the relevant contacts and companies at a significant engagement level are synced.


  • For detailed guidance on setting lifecycle stages and automating them in HubSpot, refer to these articles from HubSpot Knowledge Base:


Benefits of Proper Configuration

Configuring these settings correctly ensures that only qualified leads and relevant business contacts are included in Zomentum Grow and your PSA, optimizing both your sales processes and operational efficiency. This approach helps prevent the clutter of premature leads or unqualified contacts.


Conclusion

By configuring your HubSpot to Zomentum Grow integration to sync only companies and contacts at the 'Opportunity' stage or beyond, you ensure that your PSA system is populated with relevant and actionable data. This setup not only streamlines operations but also maintains the integrity of your sales and service processes. For additional guidance or specific configuration steps, refer to the provided links to HubSpot’s Knowledge Base or consult Zomentum support.