HubSpot <> Salesforce integration question

CRM & Sales Tips, Tricks & Best Practices
1

Hi,

I have a question regarding the HubSpot <> Salesforce integration:

If set my Contacts in HubSpot to sync to Salesforce Leads, and that lead is Converted in salesforce - How can we make sure that the HubSpot gets updated with the contacts in Salesforce? (Converted lead)? We want to be able to keep seeing the data on HubSpot and send marketing emails after it was converted, It doesn’t link to anything:

OBetzalel_0-1705243516978.png
OBetzalel_0-1705243516978.png559×203 15 KB

How can we solve this?

Thanks! :folded_hands:

2

Hi @OBetzalel ,
Thoug personally I have not done this, but may be possible to do the same with workflows. Try creating custom fields on the Contact object in Salesforce to store information from the converted lead. You can then use Salesforce workflow rules, triggers, to sync the field with HubSpot properties.
Hope this helps!
Thanks.