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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

21 upvotes

154 Replies

Robert_D

Participant

April 29, 2025 02:03

Hi! I'm Rob from AutoRFP.a i where I work across GTM Ops for Sales, Marketing & Customer Success.

Solved

JSmith84 on April 18, 2025

Use Hubspot form to create Salesforce Opps without creating Hubspot contact

Hi there, can someone help? I need to create a form in Hubspot (very simple, just a couple of fields) that goes on to create an Opportunity in Salesforce. Is this possible without the form creating a Contact in Hubspot (and with only using Hubs read more

Reply Integrations sync

0 upvote

2 Replies

Accepted solution

Josh

Recognized Expert | Diamond Partner

April 18, 2025 08:21

Hi @JSmith84 , I guess you could build a form that uses ticket properties and allow the HubSpot system to create a temporary ticket without an...read more

Solved

Aaskarovo on December 31, 2024

Salesforce sync

Hello community, I have a few error signs in our HubSpot <> Salesforce integration. One of them for a date field shows a Field Type mismatch. Is there a way to change the field type in HubSpot to fix this mismatch? If not, what's the wor read more

Reply Data Quality Integrations RevOps sync

0 upvote

2 Replies

Accepted solution

PamCotton

HubSpot Alumni

December 31, 2024 17:06

Hey @Aaskarovo , thank you for posting in our Community! Currently, you can’t change the field type of an existing property in HubSpot. The ...read more

Solved

rulpats on February 18, 2024

Why the Contact Owner Property does not sync one way

I plan to sync the 'contact owner' field for the first time with SFDC. I don't want Hubspot to overwrite the Salesforce owner value. But I see only a 'two-way' sync rule available for this property. The ' Prefer Salesforce unless blank' rule is not read more

Reply sync

0 upvote

1 Reply

Accepted solution

Shadab_Khan

Key Advisor | Elite Partner

February 19, 2024 02:23

Hi @rulpats , HubSpot based workaround I would try creating a HubSpot custom property like "Contact Owner - SFDC Sync" ➝ setup a Workflo...read more

rulpats on January 18, 2024

Custom code error

I get a custom code error whenever a sync between Hubspot and SF occurs. Could you explain why this happens and what exactly needs to be done by the SFDC admin team to resolve this? To be specific I could drill down the reason as follows. read more

Reply Integrations sync

0 upvote

2 Replies

rulpats

Contributor

January 30, 2024 06:56

@PamCotton My colleague says that there is an apex class which is a part of hubspot integration in SFDC, and its not editable.

Solved

DGribanov on December 05, 2023

Editing Hubspot-Salesforce Integration Field Mapping

Hey guys! I have Hubspot-Salesforce integration installed and I'm going to update there Company Field Mappings, because several mappings have issues (corresponding Salesforce fields was renamed and Hubspot cannot find them anymore) and so severa read more

Reply sync

0 upvote

3 Replies

Accepted solution

trevordjones

Recognized Expert | Platinum Partner

December 05, 2023 15:09

Hi @DGribanov and thanks for the tage @DianaGomez ! Great questions, addressed below more or less in order. When you update the map...read more

Solved

ACarr1 on November 07, 2023

Master Client Team Tracker

Hi all, I'm working on creating a home for clien teams that can be referenced as needed by other teams within the greater organization. We are currently using an Asana portfolio as the central location of our active client teams. The downside wi read more

Reply sync

0 upvote

4 Replies

Accepted solution

JenBergren

Guide

November 08, 2023 20:49

Thanks for the details! I would still recommend using HubSpot as the main source of truth for client teams' contact info, and maybe some of the other...read more

Solved

HPanwar8 on March 01, 2023

Creation of multiple deals with same email address in HubSpot

Hi, I want to creat the multiple deals from hubspot with same email address which can sync to salesforce org. I have deactivated the duplicate rules in my salesforce org. The form gets submitted without any sync error in hubspot but don't show up i read more

Reply sync

0 upvote

4 Replies

Accepted solution

LaurenRyan

Top Contributor | Diamond Partner

March 05, 2023 15:00

Hey @HPanwar8 - I'd recommend one of two options: Use a HubSpot Workflow to create deals instead of the custom code. This can be easily managed...read more

StephaneBadel on June 30, 2022

Hubspot to Zoho automation

Hello community! Our team is integrating Zoho as sales CRM and we would like to automatically push contact form data from our website (hubspot contact form) to dynamically create a lead in Zoho CRM. After browsing Zoho and Hubspot documentation, I read more

Reply Integrations leads sync zoho

0 upvote

4 Replies

StephaneBadel

Participant

July 22, 2022 04:58

No worries Lynam, I do not have Flow activated as we are still testing out Zoho, thanks! Stéphane