I don't see X data. Where is it?

What data is synced between MonetizeNow and Hubspot? When?

I don't see X data '/ X data is stale. Where is it?

Please follow the following process to investigate the update process for a specific piece of data.

  1. If missing from MonetizeNow (i.e. Hubspot is the Source of Truth for the data).
    1. For a Deal, ensure that the Primary Quote is in a Draft state. Only Primary Quotes in the Draft phase will have Opportunity details updated in MonetizeNow.
    2. For a Company or Contact, please review the 'LastSyncDate' field for the Record in Hubspot and ensure there is no recent value in the 'SyncError' Field. Following that, please toggle the 'EnableSync' field to force an update to MonetizeNow.
  2. If missing from Hubspot (i.e. MonetizeNow is the Source of Truth for the data).
    1. For Quotes, ensure that the PrimaryQuote for the deal is set correctly. It is possible the deal is connected to a different quote than the one being reviewed (often when a rep is making multiple offers to an end-customer).

What data is synced between MonetizeNow and Hubspot? When?

Hubspot to MonetizeNow

Hubspot is the source of truth for the following records and shares the outlined data to MonetizeNow. MonetizeNow will only write to specified fields that it owns on these records, detailed below.

RecordWhen Hubspot updates show up in MonetizeNow
CompanyInstantly. After any update to a monitored field (see table below).
ContactInstantly. After any update to a monitored field (see table below).
DealOnly prior to Quote creation.

Note Deal data itself is not stored in MonetizeNow. Instead, Deals are used to organize and pre-populate Draft Quotes in MonetizeNow. Conversely, as Quotes progress past the Draft state, MonetizeNow will own updating the Deal.

MonetizeNow to Hubspot

MonetizeNow is the source of truth for the following records and shares the outlined data to Hubspot.

RecordWhen MonetizeNow updates show up in SFDC
Company (Select Fields)Instantly. After any update to a monitored field (see table below).
Contact (Select Fields)Instantly. After any update to a monitored field (see table below).
Deal (Select Fields)Instantly. After any update to a monitored field (see table below).

Hubspot Monitored Fields (Hubspot is the Source of Truth)

RecordField
Companyname
Companyvat_registration_number
Companycompany_registration_number
Companybilling_language
Companye_invoice_endpoint_id
Companye_invoice_endpoint_scheme
Companyaddress
Companyaddress2
Companycity
Companystate
Companyzip
Companycountry
Company+Any Other Desired Fields*
Contactfirstname
Contactlastname
Contactemail
Contactphone
Contact+Any Other Desired Fields*

*MonetizeNow will monitor any additional fields explicitly defined as a Custom Field. These are data elements can be used for Approval Rules, Conditional Logic, Quote Terms, Finance IDs, manage Ship To vs. Bill To Contacts, and what ever else you can imagine. Click here to learn more about setting up custom fields.

Note MonetizeNow supports creating and updating Company and Contact data directly in MonetizeNow, however, when used with a CRM such as Hubspot, we advise against it, to keep processes simple and data flows clean.

Hubspot Monitored Fields (MonetizeNow is the Source of Truth)

RecordField
CompanymonetizeId
ContactmonetizeId
DealopportunityId
DealquoteId
DealquoteType
DealquoteStatus
DealquoteARR
Dealquote Incremental ARR
DealquoteMRR
Dealquote Incremental MRR
DealcontractEndAction
DealcontractStatus
DealcontractStartDate
DealcontractEndDate
DealpreviousContractID
Deal+Any Other Desired Fields*