Journey Stage Data Exported to CRM
As part of the daily data export from RollWorks to Salesforce and HubSpot, we will push Journey Stage data to your CRM. You can leverage this data to create reports and dashboards for your sales team, as well as automation flows. We suggest focussing on leveraging the Sales Ready stage in your CRM reports and workflows.
RollWorks will sync over Journey Stage data to your CRM follows:
- For Salesforce, data is exported to the custom object RollWorks Aggregated Account Data.
- For HubSpot, data is exported directly to Company custom properties.
The table below includes Journey Stage data exported to your CRM and the definition.
| Field Name in Salesforce/HubSpot | Definition |
|---|---|
| Current Journey Stage |
Journey Stage the account is currently in. Journey Stage will be blank if the Account does not meet the criteria of any of your stages. |
| Previous Journey Stage |
Journey Stage the account was in prior to the Current Journey Stage. Journey Stage will be blank if the Account does not meet the criteria of any of your stages. |
| Journey Stage Change Date |
Date the account changed from Previous Journey Stage to Current Journey Stage. |
| Journey Stage Change Direction |
This field indicates if the account progressed or regressed through your Journey Stage funnel based on the current Journey Stage. |
| Journey Prediction |
This field value can be High, Medium or blank and is calculated weekly Sunday 12am UTC. High: top 5% of positively predicted accounts – on average, High accounts are 25x more likely to become an open opportunity than an average account Medium: top 40% of positively predicted accounts – on average, Medium accounts 5x more likely than more likely to become an open opportunity than an average account Blank: we will not produce journey prediction data for an account if any of the following criteria is true:
|
For details on all available RollWorks data exported to your CRM, see the articles below:
Journey Stage in the Sales Insights CRM Widget
Your sales reps can view the Journey Stage for any existing Accounts/Company record directly in your CRM through the Sales Insights Widget. Please note data surfaced in the Sales Insights Widget comes directly from the RollWorks API, not from Salesforce custom objects or HubSpot custom properties.
Ensure that you complete the setup below to grant access to your sales reps to the Sales Insights widget:
| CRM | How to enable Sales Insights for my sales team |
|---|---|
|
Salesforce |
Sales Insights for Salesforce configuration guide: to show Journey Stage to sales reps through the RollWorks CRM widget. |
|
HubSpot |
Sales Insights for HubSpot configuration guide: to show Journey Stage to sales reps through the RollWorks CRM widget. |
After you enable Sales Insights for your sales reps they will be able to view the widget, which includes Journey Stage and much more.
To learn about how sales Reps can use the Sales Insights Widget directly on your CRM visit one of the following articles:
- Using the RollWorks Sales Insights Widget in Salesforce.
- Using the RollWorks Sales Insights Widget in HubSpot.