CRM

ozgesila
投稿者

Best practices for multiple email addresses in Salesforce integration

Hello HS Community,

 

We're using Salesforce integration. As you all know Hubspot track and merge multiple email addresses of a contact. So whenever you click details you're seeing the primary and secondary email addresses of the contact.

 

But, in Salesforce it only pushes primary email addresses that we define.

 

Are there any best practices to push all email addresses that Hubspot merged under the contact?

8件の返信
ASol
投稿者

Best practices for multiple email addresses in Salesforce integration

This is still an important issue. Any ideas for what the best practices should be?  @TitiCuisset  @Aakar  @MeginVA @StefaniUAT 

0 いいね!
BérangèreL
コミュニティーマネージャー
コミュニティーマネージャー

Best practices for multiple email addresses in Salesforce integration

Hi @ASol,

Thank you for posting in the Community!

I'd like to share the solution from @Phil_Vallender on this post "How to use Primary and Secondary emails when syncing with Salesforce" that might help you.

@Ian_Matt@IanShaw and @JoshAtMNCEE are you still using Salesforce? Do you have any insights on this, please?

I also wanted to invite a couple of subject matter experts to this conversation @johnelmer, @Bryantworks and @louischausse do you have any ideas on this particular case to help @ASol, please?

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

Thank you and have a nice 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!


cynthiapossen
参加者

Best practices for multiple email addresses in Salesforce integration

Hi,

 

We are also still struggling with what the best way for handling these duplicates from a system perspective.  As email adress is such a crucial identifier for syncing and passing over information back and forth between Hubspot and Salesforce, that I believe this was not thought through really well. As Hubspot gives you the option to maintain multiple email addresses SFDC limits you to only one.

 

As Salesforce is our main salestool we have created an instruction for our CS department, that the "merge" should take place in SFDC, cause then any sync errors on Hubspot side are avoided and the secondary emailaddress should be added manually in Hubspot in order not to loose any activity history or mess up any leads scoring that is in place.

 

Hope this helps! 

0 いいね!
JDunn
参加者

Best practices for multiple email addresses in Salesforce integration

I'd like to hear what HubSpot has to say about this. very interested in learning if this is possible or on the roadmap.

MeginVA
参加者

Best practices for multiple email addresses in Salesforce integration

Hi @ozgesila - This may be a simplistic approach, but something you could try if you require multiple email addresses. Decide on maximum number (maybe it's 3 email addresses?) and create fields for Email 2 and Email 3 in both HS and SF. On the HS side, you could build a quick workflow to carry additional emails to those fields. Then map back to Salesforce. 

AnneJJames
参加者

Best practices for multiple email addresses in Salesforce integration

How would you trigger this workflow? There doesn't appear to be a way to find contacts with multiple email addresses, or a way to automate copying those additional email addresses into other properties.

CLenart
投稿者

Best practices for multiple email addresses in Salesforce integration

First, i think you need to make sure the forms are capturing individual email addresses not based on a cookie. (image)

 

Once you are sure this is on, the only cases when a new email is added to the same record in HS, is if you change the email address in SalesForce, or merge records in Hubspot, or via Hubspot import.

 

CLenart_0-1690783424203.png

 

TitiCuisset
コミュニティーマネージャー
コミュニティーマネージャー

Best practices for multiple email addresses in Salesforce integration

Hi @ozgesila 

 

Thank you for reaching out. 

 

I want to tag some of our experts on this - @Aakar @MeginVA @StefaniUAT do you have any thoughts to share with @ozgesila on this? 

 

Thank you!

Tiphaine


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 !


0 いいね!