In this guide, we'll review how to manage your CRM Sync Settings for each ABM Campaign and the ABM Connected Website from the CRM Sync Settings page in the Propensity Workspace.
Before managing your CRM Sync Settings be sure to follow the install guide for CRM integration and additional configuration.
You can also navigate to the CRM Sync Settings from the Campaign Details Overview page of your ABM Campaign. Setting up your CRM Sync Settings should be part of the initial ABM Campaign Setup.
Once you have opened the CRM Sync Settings, find the campaign or website data you wish to sync. If you do not see the selection you are looking for, try filtering Campaign Syncs to find your desired campaign.
Once you have selected your campaign or website sync, you can test the sync by clicking on Sync Now for an immediate sync with HubSpot or Salesforce.
To view your current sync settings or set up campaign-specific settings, click the expand arrow.
To edit sync settings, click edit.
HubSpot Sync Settings:
Salesforce Sync Settings:
Default Sync Settings
If you’d like to create default settings for future campaigns this can be managed at the top of the Sync Settings page. This will apply to all campaigns and ABM Connected Websites created after setting up the default settings.