Contact record and campaigns in Salesforce

New Member

Hi all,

Is there a way for me to run a list of contacts that I own who have downloaded a report in Salesforce? We sync Hubspot to SF, but in the form of activities. I'd love to run a report of all of my contacts who have downloaded a recent report. Or have the ability to do so. Thoughts?

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Esteemed Advisor

Hi, @campbellco. I'm not sure whether that refers to users running reports in Salesforce, or HubSpot, and seeing them in the other tool. Either way, HubSpot or Salesforce reporting (or the corresponding downloads of those reports) is not something that is configurable within the connector, nor could be used to trigger automation.

 

It's possible the new Workflow Extensions API HubSpot is releasing tomorrow may be able to resolve what you're asking, but even if that is possible, developer resources would be necessary to build a solution.


Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.
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