CRM

mmetros
Participant

Web Activity into Salesforce?

SOLVE

We would like to utilized website activity information to alert our Sales Reps in Salesforce that a prospect has visited one of our web pages. This will allow them to take more methodical actions during their next engagement. How can we send website activity/analytics into Salesforce?

1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Web Activity into Salesforce?

SOLVE

Hi @mmetros 

 

Some marketing activities can be syncronised to Salesforce tasks by the integration but that doesn't include website visits and page views: Sync activities and tasks between HubSpot and Salesforce 

 

There may be a number of ways around this but the solution I have used before is to:

 

  • Map and sync HubSpot's roll up fields, including Time of Last Session, Last Page Seen and Recent Conversion, to Salesforce
  • Using Salesforce's Process Builder to create a task on the contact record every time one of those properties is updated 

Hope this helps.

 

 

Phil Vallender | HubSpot Website Agency

View solution in original post

2 Replies 2
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Web Activity into Salesforce?

SOLVE

Hi @mmetros 

 

Some marketing activities can be syncronised to Salesforce tasks by the integration but that doesn't include website visits and page views: Sync activities and tasks between HubSpot and Salesforce 

 

There may be a number of ways around this but the solution I have used before is to:

 

  • Map and sync HubSpot's roll up fields, including Time of Last Session, Last Page Seen and Recent Conversion, to Salesforce
  • Using Salesforce's Process Builder to create a task on the contact record every time one of those properties is updated 

Hope this helps.

 

 

Phil Vallender | HubSpot Website Agency
BMost
Member

Web Activity into Salesforce?

SOLVE

Can this be done at the account leve also? Would you be able to share the specific process builder steps to accomplish this?