Sync opportunity expected start date and expected finish date

By default, fully syncing VOGSY’s opportunity data with HubSpot isn’t possible because HubSpot lacks two crucial fields from VOGSY: expected start date and expected finish date. These dates are vital for reporting future revenue based on the opportunities in the pipeline.

opportunity fields

However, HubSpot does offer the option to add custom fields that can then be synced with VOGSY. To accomplish this, do the following:

  1. Open HubSpot.

  2. Add two custom fields launch named Expected start date and Expected finish date.

    hubspot custom field

From that point onward, when VOGSY syncs with HubSpot, VOGSY will recognize the custom fields and sync the appropriate data.