Lists, Lead Scoring & Workflows

gravity_js
Participant

Workflow action based on Salesforce Contacts vs Leads

SOLVE

We have a workflow with 3 emails. I want the workflow to stop if/when a Salesforce Lead is converted to a Salesforce Contact. 

 

In Workflows, I'm using the following trigger:

 

The contact property Salesforce contact ID is known

 

Has anyone done this before who could confirm this works? It would appear to work based on what I've read in these forums and the Salesforce forums.

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Aakar
Solution
Key Advisor

Workflow action based on Salesforce Contacts vs Leads

SOLVE

Hi @gravity_js  

 

According to HubSpot, HubSpot contacts will always sync with Salesforce lead and/or contact objects by default when the integration is enabled. 

 

 

Screen Shot 2019-04-09 at 4.56.25 PM.png

 

With the default settings, I'm not sure how your workflows work. Do you see both Salesforce Lead ID & Salesforce Contact ID data in HubSpot?

 

If you see both lead & contact ID  and if they are mapped properly to Salesforce object, it'd work. 

 

Thanks.

Aakar Anil
Marketing Technologist
aakar.me | @aakarpost | in/aakarpost

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3 Replies 3
Aakar
Solution
Key Advisor

Workflow action based on Salesforce Contacts vs Leads

SOLVE

Hi @gravity_js  

 

According to HubSpot, HubSpot contacts will always sync with Salesforce lead and/or contact objects by default when the integration is enabled. 

 

 

Screen Shot 2019-04-09 at 4.56.25 PM.png

 

With the default settings, I'm not sure how your workflows work. Do you see both Salesforce Lead ID & Salesforce Contact ID data in HubSpot?

 

If you see both lead & contact ID  and if they are mapped properly to Salesforce object, it'd work. 

 

Thanks.

Aakar Anil
Marketing Technologist
aakar.me | @aakarpost | in/aakarpost
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gravity_js
Participant

Workflow action based on Salesforce Contacts vs Leads

SOLVE

Yes, thanks, I was able to test with existing leads and contacts and it appears the IDs that we need are getting sent to Hubspot.

Phil_Vallender
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Workflow action based on Salesforce Contacts vs Leads

SOLVE

Hi @gravity_js 

 

Yes, that should work - as long as it is mapped to the HubSpot contact object of course, and assuming you use it as a goal or suppression condition in your workflow not an enrollment criteria. 

 

Alternatively, I believe there is an explicit isconverted property on Salesforce contact objects that could be mapped to HubSpot and used to control the workflow. 

 

As always, do test before enrolling contacts though. 


Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
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