Dynamic List Creation Based on Salesforce Report Integration

HubSpot Ideas
1

Hello HubSpot and HubSpot Community,

I’m looking to enhance our CRM integration capabilities with a feature similar to one I’ve seen with Groove. Specifically, I’d like to be able to create active lists in HubSpot that dynamically update by syncing with specific Salesforce reports.

Currently, Groove allows users to directly import people into their “flows” based on the contents of any Salesforce report they have access to. Users simply choose the report’s folder in Salesforce, then select the desired report.

This setup is particularly useful for continually updated reports that gather new contacts or leads whom we might want to engage with regularly.

2

I would specifically use this feature to monitor a Tasks and Events reports that track meetings with a disposition of “missed” and a reason code of “no answer.” My goal is to create a workflow from an active list that mirrors these Salesforce reports, directly incorporating the contacts and leads listed in the report. This functionality would enable me to re-engage with these contacts efficiently. This is just one of MANY scenarios where having such a feature would be incredibly beneficial and truly awesome for our operations.