Questions

Before importing data, which of the following configurations should you consider turning off in HubSpot?

 

• Automated contact creation and association with companies
• Automated property filling from the HubSpot Insights database
• Active integrations or data syncs that may impact the migration
• All of these configurations should be turned off

 

 

True or false? Creating additional pipelines is only recommended if the client’s sales processes have unique stages that require different pipelines.

 

• True

 

• False

 

Select all that apply. In a data mapping document, what information is typically stored in tables?

 

• Object properties and associated field values from the client’s source CRM
• Object properties and associated field values from HubSpot Smart CRM
• Workflow actions for data validation in HubSpot
• Field types for all listed properties

 

Fill in the blank: _______ act as reference points to locate and map data from the source system to the appropriate objects and fields within HubSpot.

 

• Contact records
• API keys
• Unique identifiers
• Company records

 

Fill in the blank: Deal pipelines help visualize your client’s _______ to predict revenue and identify selling roadblocks.

 

• marketing activities
• sales process
• marketing process
• rep activities

 

Imagine you’re importing new contact and deal records to HubSpot. Several of the deal records have multiple contacts related to a single deal. For example, one contact who’s the decision maker and another who’s the billing contact. What feature in HubSpot can be used to further specify the contacts’ relationship to the deal?

 

• A note
• A custom object
• A record tag
• An association label