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Bring back the view in salesforce link on form submission notifications

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Status: Not Currently Planned
SusanaBranum
Submitted by on ‎Feb 14, 2019 9:32 AM

Our Marketing Associates and BDRs use the view in salesforce link for every single new HubSpot submission. This was recently removed and clearly shows that HubSpot isn't supportive of their clients using SFDC. We now have to read the form, go into SFC and type in the name to access the SFDC record. This is really inefficient. One click used to get what we needed. Please bring it back!

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HubSpot Updates
February 26, 2019 10:15 AM

Hi everyone-- I just made this post which walks through a workaround, where you can create your own "View Contact in Salesforce" button in custom form submission notifications: https://community.hubspot.com/t5/Lead-Capture-Tools/Custom-quot-View-in-Salesforce-quot-Button-on-Form-Submission/m-p/255641#M2452

Hopefully this will alleviate some of the pain you are experiencing after the removal of the button from the default form submission notification emails

44 Replies
Tom
HubSpot Alumni
HubSpot Alumni
‎Mar 11, 2019 10:14 AM

Hi everyone, thanks again for that additional feedback. 

@JojoHobbs  Regarding an on/off button. A link in any of the emails sent would cause all emails to backlog. So adding in an on/off button would reintroduce the same issue we were seeing originally. 

 

@SusanaBranum  thank you so much for passing on such constructive feedback on this and your use case for this button. I've followed up on this with our Salesforce integration team to see how they plan on tackling these issues. They have told me they are currently working on a complete revamp of how our sync errors work and are handled. I don't have an exact timeline for this, but they are working towards improving this connection and visibility of error handling to help ensure connected portals can function as seamlessly as possible. I've passed your complete feedback onto the integration team so they can see your use cases and frustration too. 

mmccormick
Member
‎Mar 19, 2019 9:44 AM

The Salesforce integration button was a real time saver for our marketing team. Really disappointed to see it disappear, even more without notice... Please bring it back.

atetz
Member
‎Mar 26, 2019 6:27 PM

My small team, Marketing, is being hit with extra work to gets the large Sales team to new leads from HS in SFDC.  This is all manual work, required because this link was removed from the HS webform emails.

 

Would really like to see this feature reinstated or an automatic fix put in place by HS.  This is not the workflow I setup when I bought HS a year ago.  

JessKing86
Contributor
‎Apr 27, 2020 6:35 PM

Any updates on this??