topic Re: Create Opportunity in SF by automation in HUbSpot in Tips, Tricks & Best Practices

Create Opportunity in SF by automation in HUbSpot

Ishan5 — Thu, 27 Jun 2024 08:37:33 GMT

Hi @All
1 Can we create an Opportunity in Salesforce through a HubSpot workflow and assign the lead to a sales rep using a workflow in HubSpot?
2 Instead of replying through a generic domain, can we add a personal sales rep's domain for the autoresponder email on form submission?
3 Can we send a PDF document with our marketing email as an attachment, rather than as a URL?

Re: Create Opportunity in SF by automation in HUbSpot

Jnix284 — Thu, 27 Jun 2024 15:43:14 GMT

Hi @Ishan5 I think I can answer most of your questions and point you in the right direction.

1 - not directly, you can't create a workflow that specifies what to do in Salesforce, but you could create a workflow to create a HubSpot deal and assign the lead, then use the settings in the integration to push that deal across as an opportunity with the right rep assigned.

2 - the best way to manage this would be to turn off the autoresponder and have a workflow configured based on form submission that can send a specific automated email that comes from the sales rep's email

3 - no, this is not currently possible due to security/spam limitations

Re: Create Opportunity in SF by automation in HUbSpot

Ishan5 — Fri, 28 Jun 2024 11:32:26 GMT

Hi @Jnix284 not directly, you can't create a workflow that specifies what to do in Salesforce, but you could create a workflow to create a HubSpot deal and assign the lead, then use the settings in the integration to push that deal across as an opportunity with the right rep assigned.
Can you please describe more

Re: Create Opportunity in SF by automation in HUbSpot

Jnix284 — Fri, 28 Jun 2024 11:43:46 GMT

@Ishan5 if you have deals synced to Salesforce, this happens automatically. Do you already have the salesforce integration configured?

Re: Create Opportunity in SF by automation in HUbSpot

Ishan5 — Fri, 28 Jun 2024 13:44:16 GMT

Yes

Re: Create Opportunity in SF by automation in HUbSpot

Ishan5 — Fri, 28 Jun 2024 13:57:20 GMT

@Jnix284
I have enabled my sync but i want to create a contact into an opportunity with the help of HUbSpot automation and assign leads to sales rep through salesforce.

Re: Create Opportunity in SF by automation in HUbSpot

Jnix284 — Sat, 29 Jun 2024 12:34:56 GMT

@Ishan5 thanks for confirming, as I mentioned you would need to use the workflow to create the deal and assign it in HubSpot, which would then sync to Salesforce. You can't create actions from HubSpot to directly create Salesforce objects - the object has to be created in HubSpot first.

Re: Create Opportunity in SF by automation in HUbSpot

Ishan5 — Mon, 01 Jul 2024 04:33:28 GMT

@Jnix284
Can you please share screenshot regarding deal creation and object so that i can create opportunity in SF

Re: Create Opportunity in SF by automation in HUbSpot

Jnix284 — Mon, 01 Jul 2024 12:23:09 GMT

@Ishan5 I'm not able to build out the solution for you, this would require more context about what triggers a deal to be created, how your deals are configured, how you assign reps to deals, etc.

I highly suggest working with a consultant who can help properly configure your account to work in both HubSpot and Salesforce.

If you're looking for paid services, perhaps @LaurenRyan can help further or suggest someone else who might be a good fit.