Cannot sync Deal Pipelines & Stages with SalesforceSOLVE
Oct 27, 2020 9:40 AM
We are currently testing syncing Deal properties between Hubspot and Salesforce.
In Salesforce we have 5 deal pipelines, each with specific stages.
I have created in Husbpot a custom property with those pipeline types as a dropdown list, and each pipeline type references the Salesforce Type ID, which has been taken from Salesforce.
(custom Hubspot property)
pipeline_type (Dropdown select)
Record Type ID
Also, in Hubspot, I've edited the deal stages to perfectly reflect what is in Salesforce.
For Deal Stages mapping - i get no warnings of errors - so this appears to look ok.
However, I'm not able to sync these two. Has anyone had such a problem? Do you know where the problem might be with this?
Thanks in advance
Solved! Go to Solution.
Oct 29, 2020 8:48 AM
The setup you describe sounds like it should work. With that said, I wonder if you have tried setting the HubSpot properties for RecordType ID as Text Fields, rather than dropdowns and seeing if it would sync that way?
If you are using a field strictly for integration purposes and it won't be set from HubSpot, best practice would be to let Salesforce contain the dropdown list and push text to HubSpot without restrictions. That should eliminate the chance that a mismatch can prevent sync.
Beyond that, perhaps a screenshot of your HubSpot integration settings would be helpful to understand what else might be happening.
Hope this helps!
If my post resolves your issue, please accept my post as a solution.