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How to limit which HubSpot deals are synced to Severa?

Is it possible to limit deal transfer from HubSpot to Severa?

Teams

In the integration settings, you can define the HubSpot teams for which the transfer is allowed. The company owner or the deal owner must belong to an allowed team for the company/deal to be transferred to Severa.

Pipelines

In the integration settings, you can define HubSpot pipelines that are excluded from the transfer. The deal’s sales stage must belong to a pipeline that is not excluded from the transfer in order for the deal to be transferred to Severa.

Stages

In the integration settings, you can define HubSpot sales stages that are excluded from the transfer. The deal’s sales stage must be one that is not excluded from the transfer in order for the deal to be transferred to Severa.


From Severa to HubSpot, the only available restriction is whether a new sales case/project is created in HubSpot from Severa or not.