CRM

Mirza
Member

Leads not being created in Salesforce

SOLVE

i have integrated Hubspot and Salesforce. Completed all the steps with no errors. Still can't see leads in Salesforce, why?

 

Link i used to integrate hubspot with salesforce: https://knowledge.hubspot.com/salesforce/install-the-hubspot-salesforce-integration

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1 Accepted solution
bradmin
Solution
Key Advisor

Leads not being created in Salesforce

SOLVE

Hi, @Mirza. Opening up a case with HubSpot Support is likely your most direct path to resolution. Assuming there's nothing wrong with the configuration in setting up the connector, common reasons for not seeing new records in Salesforce after completing the integration: 

 

1) Setting up the integration doesn't automatically sync records. You may need to resync a list, or make changes to contact property values, to see them in Salesforce. 

2) If you set up an inclusion list, it may not yet have records meeting that list's criteria. If no inclusion list exists, HubSpot contacts with a lifecycle stage of Subscriber do not sync by default. 

3) The integration user - the Salesforce user whose credentials are stored in HubSpot - does not have the ability to create leads in Salesforce. 

4) The integration user is successfully creating leads, but assigned to users in Salesforce you're unable to see.

 

HubSpot will be able to more closely investigate these with you. 


Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.

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2 Replies 2
bradmin
Solution
Key Advisor

Leads not being created in Salesforce

SOLVE

Hi, @Mirza. Opening up a case with HubSpot Support is likely your most direct path to resolution. Assuming there's nothing wrong with the configuration in setting up the connector, common reasons for not seeing new records in Salesforce after completing the integration: 

 

1) Setting up the integration doesn't automatically sync records. You may need to resync a list, or make changes to contact property values, to see them in Salesforce. 

2) If you set up an inclusion list, it may not yet have records meeting that list's criteria. If no inclusion list exists, HubSpot contacts with a lifecycle stage of Subscriber do not sync by default. 

3) The integration user - the Salesforce user whose credentials are stored in HubSpot - does not have the ability to create leads in Salesforce. 

4) The integration user is successfully creating leads, but assigned to users in Salesforce you're unable to see.

 

HubSpot will be able to more closely investigate these with you. 


Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.
JessicaH
HubSpot Alumni
HubSpot Alumni

Leads not being created in Salesforce

SOLVE

Hi @Mirza,

 

Thanks for reaching out.

I want to tag in a few subject matter experts who may be able to assist with this!

Hi @bradmin @daviddoughty do you have any suggestions for @Mirza?

 

Thanks!

Jess 


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