We would like to utilized website activity information to alert our Sales Reps in Salesforce that a prospect has visited one of our web pages. This will allow them to take more methodical actions during their next engagement. How can we send website activity/analytics into Salesforce?
Hi @mmetros
Some marketing activities can be syncronised to Salesforce tasks by the integration but that doesn’t include website visits and page views: Sync activities and tasks between HubSpot and Salesforce
There may be a number of ways around this but the solution I have used before is to:
- Map and sync HubSpot’s roll up fields, including Time of Last Session, Last Page Seen and Recent Conversion, to Salesforce
- Using Salesforce’s Process Builder to create a task on the contact record every time one of those properties is updated
Hope this helps.
Can this be done at the account leve also? Would you be able to share the specific process builder steps to accomplish this?