Lead Capture Tools

DLalonde
Member

Field Mapping & SalesForce

SOLVE

Hello!

 

Currently, my organization is trying to switch from Formstack to Hubspot Forms. We have certain custom fields in Salesforce for Patient types in the form of checkboxes.

 

However, when building out a Hubspot form, I can't seem to get the fields to update in Salesforce when the form is filled out. I have been trying to look into the mapping for Salesforce, but everything else maps and updates correctly aside from that specific instance.

 

Is there something wrong I'm doing with the Label and Internal Values of the field? I am not sure I am setting something up correctly. I'm unsure what to do and how to fix it.

 

I have set the field options to read as such:

 

Screenshot 2024-01-12 at 9.17.03 AM.png

 

I have set the internal value to match the mapping code, but not sure if I should even be doing that, or how these internal values work. 

 

This is how the mapping looks as an example:

Screenshot 2024-01-12 at 9.18.46 AM.png

 

Thanks for the help!

0 Upvotes
1 Accepted solution
GreyHamilton
Solution
Participant | Elite Partner
Participant | Elite Partner

Field Mapping & SalesForce

SOLVE

You got it @BérangèreL. It looks like your Patient field on the Salesforce side is a checkbox which I believe functions as a True/False.

 

HS Multi-check = SF multipicklist
HS Dropdown/Radio = SF picklist

Did this post help solve your problem? If so, please mark it as a solution.

Grey Hamilton, Sr. Technical Consultant
Bayard Bradford

Advanced CRM Implementation | HubSpot Custom Integration Services | Datawarehouse.io Apps for HubSpot
Elite HubSpot Solutions Partner
> Follow me on LinkedIn

View solution in original post

2 Replies 2
GreyHamilton
Solution
Participant | Elite Partner
Participant | Elite Partner

Field Mapping & SalesForce

SOLVE

You got it @BérangèreL. It looks like your Patient field on the Salesforce side is a checkbox which I believe functions as a True/False.

 

HS Multi-check = SF multipicklist
HS Dropdown/Radio = SF picklist

Did this post help solve your problem? If so, please mark it as a solution.

Grey Hamilton, Sr. Technical Consultant
Bayard Bradford

Advanced CRM Implementation | HubSpot Custom Integration Services | Datawarehouse.io Apps for HubSpot
Elite HubSpot Solutions Partner
> Follow me on LinkedIn
BérangèreL
Community Manager
Community Manager

Field Mapping & SalesForce

SOLVE

Hi @DLalonde,

Great question, thank you for asking the Community!

First, I'd like to share this article "Map HubSpot properties to Salesforce fields" where we can see that if you have multiple checkboxes in HubSpot, you need to have a multipicklist type of property in Salesforce.

I'll be glad to put you in touch with some of our Community Members who also use this Salesforce integration: Hi @SalesforceScott, @bradmin, @DLuisier, @DanielaFonseca, @LROADY, are you using checkboxes on a HubSpot form that you sync with Salesforce by any chance? If yes, do you have tips to help @DLalonde, please?

I also wanted to invite a couple of subject matter experts to this conversation: Hi @johnelmer@jolle2  and @GreyHamilton do you have suggestions to help @DLalonde, please?

If anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thank you so much ❤️ and have a wonderful day!

Best,
Bérangère


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