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💬 RevOps Discussions

Search 💬 RevOps Discussions for solutions or ask a question

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

19 upvotes

141 Replies

Devinputra

Member

November 23, 2024 01:08

Hi all, i am a business development that start implement RevOps Process in my current company.

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 June 23, 2020

HubSpot-Salesforce Integration Clinic: Tuesday, June 23 [Now Closed]

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

Reply Power User Clinic Salesforce

2 upvotes

8 Replies

a_schumacher

HubSpot Product Team

June 25, 2020 12:09

Hi @thesnappingdog - first of all: I love your use of that meme to explain the situation Thanks for taking the time to talk through your current ...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

DanielaFonseca on January 22, 2020

How are you using HubSpot integrated with Salesforce?

We use Salesforce as our source of truth, but many processes live within HubSpot. We have workflows that convert leads to MQLs when they meet qualifying criteria; update country when it is unknown; and many others. We also built a copy-cat HubSpot I read more

Reply Integrations Salesforce testing

1 upvote

18 Replies

DanielaFonseca

Top Contributor

January 29, 2020 15:06

Thank you for this info!