We need to create an automated workflow in HubSpot. When an Opp is created in SF ___ needs to happen in HubSpot. what is the best course of action to do this?
@EConsulting You’ll need to ensure that Deals are included in the HubSpot Salesforce integration first.
Then, it depends on what needs to happen after the Deal is created.
If it’s something for the Contact, consider using a Contact-based workflow that enrolls Contacts when an Associated Deal is known.
If it’s something pertaining to the Opportunity itself, use a Deal-based workflow where the create date is known.
I specialize in the HubSpot Salesforce integration and offer paid consulting for agencies in 30-minute blocks. Feel free to book time here if you’d like help with this!