Different type of data and data fetches

Type of Data imported can be Productivity related and Pipeline related:

Productivity-related Data consists of Data such as number/type of calls made, number/type of emails sent and received, tasks, meetings, etc.

Pipeline-related Data covers the sales pipeline. For example; Interest expressed, follow-up call, Demo schedule call, Demo Presentation, Payment made, Deal Closed, Retention Metrics, etc.

One-time Data Fetch: When you execute the import from Hubspot onto Compass, all data existing at Hubspot is fetched at once.

Real-Time Data Sync: After the one-time fetch, all future data updates on Hubspot are immediately reflected on Compass because of real-time data sync. You have this feature enabled by default in your Compass account. Based on data selection, the data sync will happen automatically either through scheduled API calls or webhooks.

Third-Party Bulk imports: Imports done in Hubspot before the Hubspot-Compass integration will be fetched along with the rest of the data. However, we do not support auto-transfer of third-party imports which are added to Hubspot after the integration.