CRM

ccposh
メンバー

Salesforce Integration - Updating and Deleting Between Systems

解決

We have the hubspot salesforce integration turned on. Is it possible to change what happens when we "create/update/delete companies" in either system? On the contacts tab - there is a dropdown to select what happens for but companies and deals, there isn't a dropdown. 

No Dropdown to change what happensNo Dropdown to change what happens

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LaurenRyan
解決策
トップ投稿者 | Diamond Partner
トップ投稿者 | Diamond Partner

Salesforce Integration - Updating and Deleting Between Systems

解決

@ccposh Unfortunately, you can only control these specifics for Contacts. The Companies > Accounts sync is either on or off. 

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2件の返信
LaurenRyan
解決策
トップ投稿者 | Diamond Partner
トップ投稿者 | Diamond Partner

Salesforce Integration - Updating and Deleting Between Systems

解決

@ccposh Unfortunately, you can only control these specifics for Contacts. The Companies > Accounts sync is either on or off. 

HFisher7
ガイド役 | Elite Partner
ガイド役 | Elite Partner

Salesforce Integration - Updating and Deleting Between Systems

解決

@ccposh - What are you trying to achieve with the Companies and Deals sync!?  Perhaps we can work backwards from there to solve this.. 


Hannah Fisher
CRM Platform Consultant @ Elite HubSpot Partner BabelQuest
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