topic Integrating Salesforce Financial Services Cloud in Sales Integrations

Integrating Salesforce Financial Services Cloud

lynton — Wed, 02 Sep 2020 21:29:56 GMT

Has anyone integrated HubSpot with Salesforce Financial Services Cloud? I'm curious if there are any customers out there using the two products together.

Re: Integrating Salesforce Financial Services Cloud

doneill — Thu, 03 Sep 2020 13:17:34 GMT

Hey @lynton !

HubSpot currently does not have a native integration for integrating Salesforce Financial Services Cloud. I have come across an external solution from tray.io which you can check out here.

However, if this is an integration you would like to see on the Hubspot marketplace in the future then please let us know over on the Ideas Forum by posting this as an Idea.

I hope this helps!

Re: Integrating Salesforce Financial Services Cloud

lynton — Thu, 03 Sep 2020 13:25:06 GMT

Thanks, @doneill! I'll mark your answer as the solution. If anyone has integrated Financial Services Cloud with HubSpot, please reply to this thread.

Re: Integrating Salesforce Financial Services Cloud

Lauren_RP — Tue, 09 Mar 2021 18:42:56 GMT

Hi! We currently use Salesforce and are in the process of transitioning to Financial Services Cloud. I was able to successfully connect our HubSpot integration to the sandbox we're currently using for testing and it appears to work. The HubSpot integration appears on Contacts, Accounts, and I was able to trigger a HubSpot workflow from a field change on the Salesforce Contact object. We're not to production yet with FSC but the functionality in Sandbox appears to be what we need.

Re: Integrating Salesforce Financial Services Cloud

stephenbeach — Fri, 18 Aug 2023 17:56:25 GMT

Hi @Lauren_RP and @lynton ,

I'd love to connect on where you ended up with this. We're halfway into a FSC <> HubSpot integration project with one of our financial services clients right now. Have already learned a ton that can be applied to the next one. Let me know if you guys would like to connect, shoot me a note please! stephen@craftimpact.com

Thanks,

Stephen

Re: Integrating Salesforce Financial Services Cloud

SRoa-Madan — Mon, 25 Nov 2024 22:11:45 GMT

Does anyone know the current status of Integrating Salesforce Financial Services Cloud with Hubspot?