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Pilot CRM Mappings

Jun 9, 2023

We have released two new CRM mappings for Salesforce and HubSpot: SKU.isPilot and Deal.includesPilot that Sales Operators can use to synchronize pilot information to your CRM.


Use SKU.isPilot to synchronize pilot information for each line item on a Deal. This is useful for businesses that want exclude pilot information from revenue and finance reports.


Deal.includesPilot will synchronize "true" if any line item on the deal contains a pilot period. This is useful for running filtering and reporting operations at the deal or opportunity level.


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