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.

11 Comentarios
Colaborador ocasional

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.

Colaborador ocasional

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.

Colaborador habitual

Yes - I'd like to be able to sync meetings booked on the Hubspot side to Salesforce as an event, rather than a task.

Syncing it as a task is pretty useless since A) it doesn't block off time on the calendar and B) doesn't have a time associated with it.

Empleado de HubSpot
Empleado de HubSpot

this is important!

Colaborador ocasional

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.

 

Product team - this would be a strong addition!

Nuevo miembro

It is important to sync SFDC events to Hubspot meetings from both sides as reporting should be made available and be consistent across both platforms. 

Nuevo colaborador

We would like the ability to map an event created in SFDC to map to a HubSpot property.

Nuevo colaborador

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!

Nuevo colaborador

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

Equipo de producto de HubSpot
Equipo de producto de HubSpot
Estado actualizado a: Not Currently Planned

Hi there, 

 

Thank you for this idea. We do see the benefits of adding this to the integration but we don't have any plans to add this in the near future. 

We will update this post if we have any updates on this idea. 

Best, 

 

Brandy 

Colaborador ocasional

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.