topic Re: Managing Cross-Sell with Business Units and Salesforce Integration in Tips, Tricks & Best Practices

Managing Cross-Sell with Business Units and Salesforce Integration

Caito124 — Thu, 22 Jun 2023 20:50:48 GMT

Hi there,

I'm curious as to how HubSpot customers that use Business Units and the Salesforce Integration manage tracking lead status/lifecycle stages when there is cross-sell between Business Units. For example, we have a contact/company that is a customer of one Business Unit and a prospect of another. How do you set up your HubSpot properties so you can easily segment when a company is a prospect of one BU, a customer of another BU, and use the Salesforce Integration?

Thanks!

Re: Managing Cross-Sell with Business Units and Salesforce Integration

BérangèreL — Fri, 23 Jun 2023 09:13:36 GMT

Hi @Caito124,

Thank you for posting in the Community 🙂

This is a great topic!

I would like to invite a couple of subject matter experts to this conversation: @Jerdaine_digita, @CateDuarte, @AM8 and @johnelmer do you have any ideas on how to manage properties with several business units while using the Salesforce integration to help @Caito124 , please?

Thanks in advance and have a nice day!
Bérangère

Re: Managing Cross-Sell with Business Units and Salesforce Integration

ed_exelab — Fri, 23 Jun 2023 11:34:30 GMT

Hi @Caito124 ,

in HubSpot, you can create clones of the two interested properties, and associate them with the new HS Business Unit.

Once done, you will need to create custom fields in SF(Lead Status BU2/Lifecycle Stage BU2) and connect them to the new HubSpot properties.

So, you can have multiple properties with different values in the same contact, and you will be able to create diversified Workflows for each of your different HubSpot properties.

If you need further support on SF-HS integration, please do not hesitate to contact us.
Best regards,

Eddy

Eddy Miola
HubSpot Specialist

Exelab

eddy.miola@exelab.com

exelab.com

Re: Managing Cross-Sell with Business Units and Salesforce Integration

LaurenRyan — Fri, 23 Jun 2023 16:30:29 GMT

@Caito124 we work exclusively with HubSpot users that integrate with Salesforce. Some clients use the duplicate properties as shared in the comments - but it's not scalable. Often, companies continue to grow and add business units via acquisition. We recently worked with a client that continued to grow in this manner and had 16 versions of each key property (status, lifecycle stage, etc) and this became incredibly challenging to manage from an administrative standpoint.

When you're looking to track individual progress of leads across business units, we recommend shifting to Opportunity-Based Inquiry Management. This can easily sync between HubSpot and Salesforce and greatly simplifies reporting & user experience.