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rulpats
Participante

Opportunity Stage field in SF

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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 Soluciones aceptada
LaurenRyan
Solución
Colaborador líder | Partner nivel Diamond
Colaborador líder | Partner nivel Diamond

Opportunity Stage field in SF

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@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

Ver la solución en mensaje original publicado

6 Respuestas 6
LaurenRyan
Colaborador líder | Partner nivel Diamond
Colaborador líder | Partner nivel Diamond

Opportunity Stage field in SF

resolver

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
Participante

Opportunity Stage field in SF

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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
Solución
Colaborador líder | Partner nivel Diamond
Colaborador líder | Partner nivel Diamond

Opportunity Stage field in SF

resolver

@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
Miembro estimable | Partner nivel Elite
Miembro estimable | Partner nivel Elite

Opportunity Stage field in SF

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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
Miembro estimable | Partner nivel Elite
Miembro estimable | Partner nivel Elite

Opportunity Stage field in SF

resolver

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
Administrador de la comunidad
Administrador de la comunidad

Opportunity Stage field in SF

resolver

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


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