CRM Integration - Frequently Asked Questions

Common questions about connecting, syncing, and managing your CRM integration with Deals.

General

How long does data take to sync between Deals and my CRM?

Changes made in Deals appear in your CRM within approximately 1 minute. Changes made in your CRM appear in Deals within approximately 15 minutes, as Deals pulls CRM data on a 15-minute cycle.

Why aren't my older deals appearing in Deals?

By default, Deals imports all deals updated within the last 2 years from your CRM. Any deal that hasn't been updated within that window won't be pulled in automatically. To bring in an older deal, open it in your CRM and make a small update; it will be picked up in the next 15-minute sync.

Does Deals sync ALL deals from my CRM?

During regular 15-minute sync cycles, only recently updated deals are fetched. To retrieve all historical data, use the Refresh button in Settings. This triggers a full sync and ensures all deals within the 2-year window are up to date.

What should I do after changing field mappings?

After changing field mappings, use the Refresh button in Settings to perform a full data refresh. Wait for the sync to complete before allowing your team to make changes — this prevents any existing CRM data from being overwritten by stale values in Deals.

Can I use existing fields in my CRM for this integration?

Yes. When mapping, select your existing fields instead of creating new ones. Before doing so, verify that your existing status field values are lowercase (strong, medium, low). If they use different values or casing, update them in your CRM first. Mismatches cause sync failures.

Do I need to create the MEDDPICC fields before setting up the integration?

Yes - create all fields in your CRM before initiating the Merge sync. Setting up the connection before fields exist causes mapping errors that require a full reset.

What happens to my data if I don't renew my MEDDICC membership?

Once your membership expires, you will no longer have access to Deals. If CRM integration was enabled, any notes previously captured in Deals, including AI-generated call summaries, remain visible directly in your CRM. You will no longer be able to update deal notes or access Winni summaries through Deals.

Field Setup

What field types should I use in Salesforce?

Status fields: Picklist, with values strong, medium, low. Notes fields: Long Text.

What field types should I use in HubSpot?

Status fields: Dropdown Select with Badge display option, with values strong, medium, low. Notes fields: Multi-Line Text.

Why is my sync failing for status fields?

The most common cause is incorrect status field values. Internal values must be exactly: strong, medium, low, all lowercase. Using 'Strong', 'High', or any variation will break the sync for that field. Check the internal values in your CRM and correct them before resyncing.

Can I display status values differently from my users?

Yes. In HubSpot, you can set the display label to any format (e.g. Strong, Medium, Low) while keeping the internal value lowercase. Your team sees the display label; Deals uses the internal value for sync.

Can I use values like high, medium, low instead of strong, medium, low?

No. Deals specifically require strong, medium, and low. Any other values will break the sync for that field.

Deal Stages

Why do I see stages in Deals that I don't use?

All stages from your CRM are synced during the initial setup, including pre-sales, post-sales, and legacy stages. Go to Settings → Deal Stages and hide any stages you don't want your team to see.

Can I reorder my deal stages in Deals?

Yes. Go to Settings → Deal Stages and drag to reorder. The new order is reflected in Deals pipelines and dashboards.

Do stage changes in Deals affect my CRM?

Yes - when a user changes a deal stage in Deals, that change syncs to your CRM. However, configuration changes made in Settings (reordering, hiding stages) only affect Deals and are not pushed to your CRM.

HubSpot

How do I find my HubSpot Company ID?

In HubSpot, select your company name in the top-right corner → Account → Profile & Preferences. Your Company ID is listed in the Account section.

What are the HubSpot API scopes and why are they needed?

API scopes define exactly what data Deals can read and write in HubSpot. All required scopes are listed in the setup guide. They cover CRM objects (deals, contacts, companies, users) and deal schemas — nothing more.

Troubleshooting

I'm getting a permission error when connecting HubSpot.

Your HubSpot account doesn't have permission to create private apps or enable the required scopes. Contact your HubSpot administrator and confirm you have admin-level access before retrying.

Some fields aren't showing in the field mapping dropdown.

The field list may not have loaded yet. Refresh the page, wait a moment for the sync to complete, then refresh again. If the issue persists, verify the fields exist in your CRM and contact support@meddicc.com.

Data synced from my CRM is in the wrong format or incomplete.

Check that field API names in your CRM exactly match those in the setup guide, and that status field values are lowercase. After correcting any mismatches, use the Refresh button to resync.

My issue isn't covered here. Where do I get help?

Contact support@meddicc.com with your CRM type, the step you're on, and any error messages. Our team will assist with troubleshooting.

Best Practices

Should I create a dedicated MEDDPICC tab in my CRM?

Yes - we recommend it. A dedicated tab keeps all synced Deals data organized in one place without disrupting your existing CRM layout, making it easier for your team to find and work with MEDDPICC data.

What's the best way to migrate existing MEDDPICC data from my CRM?

If you already use MEDDPICC fields in your CRM, ensure the values match Deals format before mapping. Complete the field mapping in Settings, then use the Refresh button to sync all existing data into Deals.

How do I verify the integration is working correctly?

Make a small update in Deals (e.g., change a Metrics status) and confirm it appears in your CRM within ~1 minute. Then make a change in your CRM and confirm it appears in Deals within ~15 minutes.