We define “teams” in Hubspot for Marketing, Sales, and Customer Success. Our Sales team wants to see one set of data synced from Hubspot, our Success team finds some noisy. Allow us to customize what is synced and how based on the “team” that contact is owned by.
Are you looking to control visibility in Salesforce or HubSpot with these? You can control which users in HubSpot have access via Teams and which users have access in Salesforce via Roles.
No, I am looking to customize what gets synced to SF from HS based on what
team someone is on.
Example. Both our Sales & Success team are using the “Meetings”
calendar links and therefore have the HS integration with their Google
Calendar. Because the Gcal & HS sync is two way, a “Meeting” Task is
created for every meeting with a contact (not only ones booked through the
link) and these activities are sent to SF. These Tasks are useful for the
Sales team in planning their day, but not useful for the Success team and
just creating noise. It would be nice to be able to turn them off based on
team association.