Enable Salesforce Event Sync to HubSpot (e.g. Meetings)
Currently HubSpot is not configured to allow users to sync Salesforce events with HubSpot - so the data contained in events cannot be mapped. We would like to use HubSpot to send our clients reminder emails for upcoming appointments automatically so the branding is consistent and to avoid client communication within Salesforce.
The event information could also be used to automatically follow up with people after a meeting or certain type of event, send related content (or avoid sending content), and so on. Without event sync I can't have HubSpot integrated properly with the entire client experience.
I'd like to echo this request. Right now when a Meeting is booked it creates a Task within SFDC. Which is great that we are seeing this activity but since there is a Date & Time this should leverage SFDC's Event Activity type versus a Task which is just a Date.
I would be nice if at the creation of the Meeting you can select the Type field to say Meeting 1 is always used for a Demo, Meeting 2 is always used for Proposal Review, etc. Great start to this tool but quickly seeing limits that my sales team is already complaining about.
I'd love to see this idea come through. We run events as most of our business, and manage registrations through Salesforce. Having this integration would allow us to automate a big chunk of pre and post event communications that are currently done manually. All the 'thanks for booking online!' and 'reminder: your event is tomorrow' type comms.
Would require syncing of all three levels: Events, Event Sessions and Event Registrations.
This would be a super useful option to have, as then you can tailor re-engageemnt workflows based on whether someone did or did not complete a full conversion e.g. book a meeting, download a freebie, request a trial etc.
It's been three years since this post went up. I'm surprised that Hubspot hasn't found a way to sync Salesforce meetings/events to HubSpot considering this is an important part of the sales process. Please make this happen!
yes! would also benefit from this update. We need it so that we can nurture depending on the event interaction the sales rep has had with the lead/contact
Same here, I'd like for Hubspot to be able to sync SFDC events. This is especially useful to automatically remove from an email sequence a lead that had booked a meeting with a salesperson. This is not something that can be automated currently.
We are also trying to create email nurture workflows based on if a contact has scheduled a meeting or not with our sales team by reading the SFDC events. Doesn't make for a great experience when they are in nurture flows they don't need.
@CVera We've set up a workaround to deal with the problem you are describing. In case this is helpful here's what we have been doing. I created a Salesforce last activity field in Hubspot and synced that to the last activity field in Salesforce. That lets me supress folks from my workflows based on that date field. It's not perfect, but it has mostly worked.
Upvoting as well. Our sales team is finding it very challenging to track events since Hubspot only marks this as a task. It is very critical for us to be able to track these meetings on SFDC. So far, this has not helped us automate this process.
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