topic Re: Assign Hubspot MQL contact to Account Owner mentioned in SFDC in 💬 RevOps Discussions

Assign Hubspot MQL contact to Account Owner mentioned in SFDC

rulpats — Tue, 19 Mar 2024 11:15:39 GMT

I want to achieve this

Assign Hubspot MQL contact to the Account Owner mentioned in SFDC.

Questions
Is there a way to do this from Hubspot - via workflow?
Is it the best thing to do from Hubspot or should it be handled from SFDC?

Re: Assign Hubspot MQL contact to Account Owner mentioned in SFDC

PamCotton — Tue, 19 Mar 2024 22:16:27 GMT

Hey @rulpats, thank you for posting in our Community!

You could create a workflow in HubSpot triggered by the qualification of a lead to an MQL status. Then, within the workflow, you would need to set up actions to identify the Account Owner in SFDC and assign the contact accordingly.

To our top experts @TrevorJohnson, @Yeti_Chris, and @trevordjones any recommendations for @rulpats?

Thank you,

Pam

Re: Assign Hubspot MQL contact to Account Owner mentioned in SFDC

rulpats — Wed, 20 Mar 2024 06:14:42 GMT

@PamCotton

I would need some further directions. Is it that I will have to map company owner field in Hubspot to the Account owner field in SFDC?

Another problem I may face is that Hubspot may have multiple companies for the same account. What's the best way to identify the same company for an account in SFDC? And what's the fastest possible way to get rid of duplicate companies.

Re: Assign Hubspot MQL contact to Account Owner mentioned in SFDC

trevordjones — Wed, 20 Mar 2024 13:14:58 GMT

Hi @rulpats and thanks for the Tag @PamCotton !

Making two assumptions here:

Your SFDC Account has synced to a HubSpot Company, and
Your, new HubSpot Contact has successfully associated itself to the Company record in HubSpot.

Then it's a simple workflow:

Regarding your second quesiton, HubSpot has a feature that creates and associates Contacts to Companies. This feature must be turned off when the Salesforce integraiton is installed, because instead of using the domain to deduplicate contacts, the SFDC integraiton uses the Salesforce ID and other associated records to deduplicate Accounts.

To do this, click the gear Icon in the top right, then Objects > Companies, then the Associations tab, then uncheck "Create and associate companies with contacts."

That should eliminate or reduce the creation of new duplicates in HubSpot.

To remove the duplicates successfully from both systems, you will need to find and delete the duplicat Accounts in SFDC, after first making sure that Account Deletion in SFDC will delete the HubSpot Company. You must delete records from SFDC, because the Salesforce Integration cannot delete SFDC records.

If you have another question, please post it in a different thread, and feel free to tag me. This works better for the whole community.