HubSpot Marketing integration to SalesForce CRM
Jan 22, 2021 3:01 AM
Hope someone can help and/or guide us in a direction. We are using HubSpot for our marketing activities. And SalesForce for SAles and CRM activities.
In SalesForce we are using Lead Queues for our various territories e.g.
Inbound Leads Germany
Inbound Leads France
Inbound Leads Denmark
And so on...
We have set up the Hubspot/SalesForce integration and contacts are flowing between the systems, so integration works well...But!
We want a setup that ensures that when e.g. a Lead fills out a form on our german site, the Lead is automatically synced to the "Inbound Leads Germany" queue...
I have been told that this can be done in two ways...Either through Lead rules in SalesForce or through workflows in HubSpot? Can anyone confirm/refute this or maybe even telling us how this can be done if there is a third and correct way?