⚙ Operations Hub

rulpats
Participant

Opportunity Stage field in SF

Résolue

We have one field named as 'opportunity stage' in Hubspot. 

I could not see its mapping with SF. I was wondering if this is a default property and how does it work.

It is updating as per the opportunity stage in SF.

Thanks,
Rahul

1 Solution acceptée
LaurenRyan
Solution
Contributeur de premier rang | Partenaire solutions Diamond
Contributeur de premier rang | Partenaire solutions Diamond

Opportunity Stage field in SF

Résolue

@rulpats the screenshot is really helpful!

 

Yes, this is a standard property in the integration. It's "Created by HubSpot," but it's created by the package when the integration is installed (not a HubSpot property). 

 

It's auto-mapped and doesn't need to be added to the field mappings. It's not able to be updated from HubSpot either - it will just update from Salesforce. 

 

Screenshot 2024-01-26 at 10.24.15 AM.png

Voir la solution dans l'envoi d'origine

6 Réponses
LaurenRyan
Contributeur de premier rang | Partenaire solutions Diamond
Contributeur de premier rang | Partenaire solutions Diamond

Opportunity Stage field in SF

Résolue

Hey @rulpats - Stage is not mapped as a property between HubSpot and Salesforce.

 

Stage is included in the Pipeline Settings under the Deal object in HubSpot.

 

Stages and Pipelines are configured this way to mirror how Record Types and Sales Processes (essentially a filtered list of the Stage field in Salesforce) are set up in Salesforce.

LaurenKennedy_0-1706136412708.png

 

rulpats
Participant

Opportunity Stage field in SF

Résolue

Hi @LaurenRyan,

I think this is a contact property created by Hubspot. It gets updated as per the contact role's associated opportunity in SFDC. If a contact has two opportunities mentioned then it updates as per opportunity which has a later close date allotted in SFDC. See attached image. Can you share/confirm any additional information that you have?

Copying danmoyle


Screenshot 2024-01-25 at 3.30.43 PM.png


LaurenRyan
Solution
Contributeur de premier rang | Partenaire solutions Diamond
Contributeur de premier rang | Partenaire solutions Diamond

Opportunity Stage field in SF

Résolue

@rulpats the screenshot is really helpful!

 

Yes, this is a standard property in the integration. It's "Created by HubSpot," but it's created by the package when the integration is installed (not a HubSpot property). 

 

It's auto-mapped and doesn't need to be added to the field mappings. It's not able to be updated from HubSpot either - it will just update from Salesforce. 

 

Screenshot 2024-01-26 at 10.24.15 AM.png

danmoyle
Membre irremplaçable | Partenaire solutions Elite
Membre irremplaçable | Partenaire solutions Elite

Opportunity Stage field in SF

Résolue

Definitely deferring to @LaurenRyan on this one, @rulpats😊 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
danmoyle
Membre irremplaçable | Partenaire solutions Elite
Membre irremplaçable | Partenaire solutions Elite

Opportunity Stage field in SF

Résolue

Hi @rulpats. In my experience with HubSpot, "Opportunity Stage" is not its own standard HubSpot property. It is, however, a stage in the HubSpot lifecycle stages property.

 

If it's a separate property in your HubSpot instance, I'd look into who crated and ask why.

 

If it's part of the lifecycle stage property, that's the property (or field) you'd want to look into. That could be what's driving the update in SFDC. 

 

Hope that helps clear it up! 

 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
BérangèreL
Gestionnaire de communauté
Gestionnaire de communauté

Opportunity Stage field in SF

Résolue

Hi @rulpats,

Great question, thanks for asking the Community!

I'd like to share these articles that might be of interest:

- Map HubSpot properties to Salesforce fields
- Sync Salesforce opportunities to HubSpot

Also I found the solution from @Aakar on this post "Salesforce Field mapping best practices" that might help you!

I also wanted to invite a couple of subject matter experts to this conversation: Hi @LaurenRyan, @danmoyle and @Aakar do you have suggestions to help @rulpats, please?

If anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thanks so much 🌟 and have a lovely day!

Best,
Bérangère


Saviez-vous que la Communauté est disponible en Français ?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings!