Great minds think alike

As a company we are heavy users of the Salesforce campaigns, as a marketing team we really enjoy the Hubspot campaigns.  But we really do miss an integration between the two objects.  Even though they don't have the same goal (SF/HS) there is definitely a bit of overlap. We would like to have an (configurable) intergration between the Hubspot Campaigns and Salesforce Campaigns.   Syncing the following: If an opportunity is created in Salesforce add the value as deal created to the Hubspot opportunity. Sync campaign members to an list in Hubspot with Campaign Member status Sync campaign start- & end date Sync campaign status Sync campaign budget Sync Hubspot E-mail campaigns back as activity on Salesforce campaign Auto create a field to link to Hubspot Campaign and vice versa from Hubspot to the Salesforce campaign Create a related object in Salesforce to show assets belonging to the campaign. This would make the integration between Hubspot and Salesforce so much better and also allowing for a much better alignment between sales and marketing!   ...read more

Hi, Currently when you enable the Hubspot Event 'Marketing Email Opened' in the Activitities sync tab from Hubspot to Salesforce each and every open is getting send to Salesforce.  This is problematic in a few ways: 1. For each open a task is added tot the timeline of Salesforce contact, especially with firewall and malware systems scanning through e-mails you sometimes get a creation of over 10 tasks.   2. You use up a lot more API calls then needed.   3. The information get's less usefull /trustworthy by the overload.   I would like to propose to add an option to the activities sync tab allowing for one of the following options:   1. Group actions of passed 15/30/60 minutes and add only as one task. 2. Only sent action one-time (this will only make a SF event the first time an HS event has taken place) 3. Sync a HS event each time it has taken place to SF.     ...read more

So to keep users in both HubSpot and Salesforce in sync you need to match on both email and full name of the user. This is not ideal for my organization (email only or at least customizable match settings here would be better), but I can speculate as to why HubSpot set it up that way and I can work with it for now.  However, can we please at least make the user match case-insensitive? Currently, the below example will not sync these 2 users.  HubSpot User: John Smith, john.smith@test.com Salesforce User: JOHN SMITH, john.smith@test.com ...read more

Créer un bouton "importer dans Hubspot" depuis Salesforce (dans le bloc Hubspot disponible sur salesforce par exemple sur la capture d'écran) pour importer ponctuellement et rapidement un contact vers Hubspot.   L'objectif est de pouvoir animer directement un contact dans Hubspot sans avoir à passer par une liste d'import de contact. Par exemple, je viens d'intégrer un nouveau lead entrant sur mon CRM Hubspot et je souhaite qu'il reçoivent tout de suite ma newsletter et qu'il intègre des workflows pour l'envoi de contenu, j'appuie sur le bouton et la fiche est crée dans hubspot directement grâce au mappage des champs, je peux ensuite ajouter le contact dans les listes et worflow souhaités.   ...read more

Good Afternoon.  Looking for Simple Onboarding Training Steps to teach new Salesman as group.  Thinking One Hour Weekly Sessions. Anyone have step by step that they created?     Thanks,     Kevin- The Sign Guy ...read more

Hey team, it would be great if we could have inclusion lists in custom objects for Salesforce sync.   Currently, this is only available for contacts, but if we could expand this to custom objects, it would give users significant flexibility to determine what syncs and what doesn't. ...read more

I am running into an issue where contact from HubSpot have been deleted. However due to our Salesforce integration, if they're edited in Salesforce, the contact will re-populate in HubSpot. How do I ensure full deleted of a contact in HubSpot with the Salesforce integration? I still want contact that have been created in Salesforce to be created in HubSpot.  ...read more

Currently for syncing activities from Hubspot to Salesforce you can only specify filters for certain types, ie, "Marketing Email Sent", etc. However, this does not give us the granularity we would like for specifying which activities we want to go to Salesforce. One thing that would be really great in particular would be if there was an option to exclude email auto-replies. Or even better, more filter options, like excluding certain activities based on the contact properties, if the subject line of the activity contains certain strings, etc. ...read more

Currently, we can restrict users from installing an app from the HubSpot marketplace but there is no setting under user permission that allows us to restrict a user from accessing or editing the native integration settings. For example, if we are using the HubSpot - Salesforce native integration (Salesforce Connector) there is no way we can define the users who have access to editing or updating the app settings in HubSpot. This is very important as it creates a huge risk if multiple users can edit the integration settings. ...read more