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Dogfishcronin
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Salesforce Integration Error - DEALS

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Trying to to Opportunities and Deals to speak to one another but getting this error... "Default sales process unavailable" These Salesforce records can't sync to HubSpot because the default sales process is no longer available. Fix in Salesforce: Assign a new sales process to this opportunity. Apparently it relates to the Record Type... but I can't find answers about what the problem actually is. Most annoying thing is that the Record Type ID from SFDC to Pipeline in Hubspot is set to DO NOT SYNC... Please help!

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Dogfishcronin
Solución
Participante

Salesforce Integration Error - DEALS

resolver

Update: Fixed it 😎.

Essentially the Hubspot Pipelines caused the problems... setting this up or adding them from the Hubspot side has caused the issues... We aren't using Deals yet, so we are able to delete all the HS Pipelines and reset everything... 

 

In doing so, the sync automatically created the Default Pipelines based on the Salesforce Sales Processees and settings from SFDC.

Ver la solución en mensaje original publicado

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Dogfishcronin
Solución
Participante

Salesforce Integration Error - DEALS

resolver

Update: Fixed it 😎.

Essentially the Hubspot Pipelines caused the problems... setting this up or adding them from the Hubspot side has caused the issues... We aren't using Deals yet, so we are able to delete all the HS Pipelines and reset everything... 

 

In doing so, the sync automatically created the Default Pipelines based on the Salesforce Sales Processees and settings from SFDC.

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GriffinHS
Participante

Salesforce Integration Error - DEALS

resolver

We are encountering this same error during the import of opportunities. These did not properly have an OPPORTUNITY RECORD TYPE set, but they do now. ANd I've made sure that the new OPPORTUNITY RECORD TYPE has a defined "Sales Process" show in SFDC.

 

Still not sure how to resolve this sync issue. Any guidance appreciated.

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Dogfishcronin
Participante

Salesforce Integration Error - DEALS

resolver

Yes... Record Type, Sales Processes, Pipeline... they are all linked but I can't find a reasonable or logical answer as yet... 

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