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maggiebutler on September 14, 2020

Welcome to the OpsLife community! Introduce yourself here 💬

OpsLife is HubSpot's newest community for Operations professionals. Whether you're in Marketing Ops, Sales Ops, Customer Success Ops, RevOps, or another type of Ops role -- we're here to provide a home for the content, education, and resources you n read more

18 upvotes

133 Replies

abhishekmittal9

Member

March 26, 2024 04:35

Hey Everyone, I am Abhishek Mittal from India, Working as a Senior Associate Data Operations @G2Track (Acquired by BetterCloud). Glad to Know you...read more

Solved

Jonnydk on July 29, 2020

Operational Workflow - create opportunity in salesforce

I'm running a workflow on form submissions to handle the following cases: 1. Existing Lead - send an internal email to the lead owner and add a task. 2. Existing Contact - send an internal email to the contact owner and add a task. 3. New Lead - read more

Reply Salesforce Salesforce Integration Workflow

0 upvote

5 Replies

Accepted Solution

AllenHelms

Contributor | Diamond Partner

July 31, 2020 10:54

@Jonnydk wrote: Wow! I had no idea the sync supported opening opportunities in Salesforce. I don't think many people know this... Thank you! ...read more

lalexander on February 25, 2020

AMA: Tuesday, Feb 25 (NOW CLOSED) | Salesforce Integration

It’s time to get answers to your most gnarly, burning HubSpot questions . Each week, we’ll be tackling the opening a discussion thread, hosted by a HubSpot expert from our Professional Services Team. Come with your issues and woes, and you read more

Reply Salesforce Salesforce Integration

2 upvotes

6 Replies

skalka

Contributor

February 26, 2020 06:56

My idea would be to create another property that you don't sync with Salesforce. You can use this property to assign the right owner or you can copy ...read more

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