# Which fields should sync between our marketing automation platform and the CRM?

Sync the minimum that both systems need to act on, and make one of them the owner of each field. Marketing-only scoring internals should stay in the marketing platform; the CRM needs the qualification state, the source fields, and the timestamps. Bidirectional sync on a field with two owners will oscillate.

Write the field map as a deliverable with an owner column before anything is switched on — it is a hard gate, not documentation. The usual failure is a marketing-platform custom field that has no CRM counterpart, so a workflow silently stops firing after go-live and nobody notices for a quarter.

## Sources

- **Method** — [CRM Migration playbook — The field map is a hard gate](https://www.leanscale.team/knowledge/playbooks/crm-migration-playbook/)

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Cluster: Inbound · https://www.leanscale.team/knowledge/answers/hubspot-marketo-salesforce-sync-fields/