Updating HubSpot with Salesforce formula fields

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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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Esteemed Contributor

Hi Jonny,

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.

 

Daniel Bleichman
Marketing | AudioCodes

Daniel.bleichman@audiocodes.com
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Community Thought Leader | Diamond Partner

Hi @Jonnydk 

 

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.

Phil Vallender | Inbound marketing for B2B technology companies

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Esteemed Contributor

Hi Jonny,

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.

 

Daniel Bleichman
Marketing | AudioCodes

Daniel.bleichman@audiocodes.com
Did my post help answer your query? Help the Community by marking it as a solution

View solution in original post

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Community Thought Leader | Diamond Partner

Hi @Jonnydk 

 

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.

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

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Top Contributor

@Phil_Vallender  this is the article https://knowledge.hubspot.com/salesforce/salesforce-integration-sync-triggers "Please note: while updated values in a Salesforce formula field will not trigger a sync, an updated value in a mapped Salesforce field that is part of a formula will trigger a sync." I think it does actually work, right? 

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Community Thought Leader | Diamond Partner

Hey @Jonnydk 

 

That note has me totally confused! Is the calculated field a part of the formula that calculates it?! Presumably. So it should work. 

 

@jennysowyrda - I think that documentation could be impoved.

Phil Vallender | Inbound marketing for B2B technology companies
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👍 makes two of us 🙃 totally confused.
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HubSpot Moderator

Hey @Phil_Vallender ! Thank you for flagging this! I'll review this doc and partner with my team to improve the copy.