Updating HubSpot with Salesforce formula fieldsSOLVE
Jul 19, 2020 5:07 AM
Hi, I have read an article that states that HubSpot doesn't know when a formula field is updated on contact in Salesforce. Does anyone have a good workaround that will trick HubSpot into updating those operational fields in HubSpot?
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Jul 19, 2020 5:28 AM
You can choose how a contact property gets updated when matched with an SFDC field.
If you choose "allways use SFDC" your contact property should get updated with the newest identity.
Be advised you will need to make sure that the contact is in the SFDC "inclusion list" to make sure this update happens.
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Jul 19, 2020 5:31 AM
Have you confirmed that is the case? Can you share the article?
If this is the case, then you might be able to use Salesforce Process Builder to map the value of the formula field to a standard field.
Hope this helps.