True or false? CRM implementation services tend to be project-based work.
True — this service requires a disproportionate amount of up-front effort. True — all technical-type services should be packaged into
Read moreAuthor: Jane Hanson
Let’s say your estimated hourly cost is $30 per hour. Assuming an average utilization rate of 60%, what’s your adjusted hourly cost?
$50 per hour. $80 per hour $48 per hour $18 per hour The correct answer is: $50 per hour. CLICK
Read moreReview this screenshot. What could be wrong about this sync rule?
The operator should not state “equals.” It should instead state “contains.” The rule logic is wrong — a contact can
Read moreYou want to keep HubSpot and Intercom in sync, but you don’t want new Intercom contacts to ever be created in HubSpot. How can you tell PieSync to keep existing Intercom contacts in sync with HubSpot?
By adding an action to the second and third rule that says ‘only perform updates’. By adding a filter to
Read moreReview this scenario and screenshot: Oh no! A colleague who did not complete a training on PieSync logged into PieSync and changed the default sync rules, turning it into this atrocity instead. Why is this not making any sense?
We don’t have any contacts named John nor Mary in our contacts database. It does not take into account that
Read moreReview the screenshot of this connection overview of two active syncs. The newly created contacts in either HubSpot or Outlook are not syncing across. What could be causing the sync issue?
Contacts can only sync to either Google or Outlook, not both at the same time. The sync with Outlook is
Read moreI’m in the process of setting up field mappings to sync the HubSpot lifecycle stage directly into Mailchimp’s “Tags” field. I want “Subscriber” or “Customer” to sync respectively as tags in Mailchimp. However, from this screenshot, you can see this is not possible. “Tags” is greyed out. Why would this not be possible?
Tags have to be created beforehand in Mailchimp through its user interface, so a direct field mapping won’t work here.
Read moreReview the screenshot. The sync has been modified from its default two-way sync to a one-way sync instead. When would you need just a one-way sync instead of a two-way sync?
PieSync is cheaper when it only runs as a one-way sync. You don’t want to make any inadvertent changes to
Read moreThe drop-down shown here is a filter in a sync rule. It contains a long list of properties through which you can scope your sync to sync just a subset of data. What kind of properties will make up this list?
Only the default HubSpot properties for contacts — custom properties can be found elsewhere HubSpot properties for contacts, along with
Read moreIn the setting illustrated below, I have selected the second setting, HubSpot CRM. Choose the statement that most correctly describes the outcome of this configuration.
When I change someone’s first name in Google Contacts, the first name in HubSpot should not change. Only changes that
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