Distinguish Contacts from LeadsSOLVE
Oct 31, 2018 12:04 PM
Unlike HubSpot in Salesfroce the Lead and the Contact objects are clearly distinguished as Lead is a separate object from Contact.
Upon integrating my Salesforce with HubSpot I'll need to be able to import my Lead records as well as my Contact records from Salesforce into HubSpot.
My Marketing team uses both the Leads and the Contacts and should be able to create Leads and Contacts for new records that come into HubSpot.
Having a radio button and selecting only Leads or only Contacts is simply not an option because when the new records are created in Salesforce they can only be Leads or only be Contacts.
I need to allow my users to be able to create both Leads and Contacts in HubSpot
At the moment there is no such option in HubSpot.
Please advise a feasible solution to such issue.
Solved! Go to Solution.
Oct 31, 2018 1:26 PM
Hi, @devlem. You'll need to pick one of these and stick with it. This is not a setting that is able to be configured conditionally.
When HubSpot syncs a record to Salesforce for the first time, it checks among contacts first, then leads, for an exact email match. If none exists, it will create a new record in Salesforce.
The problem is that leads and contacts are completely different in Salesforce. The former is intended to be either converted into a contact (which gets associated with an account), or the lead should be discarded.
The issue with creating contacts is that it creates private contacts (which I talk about here) in Salesforce. These kinds of contacts the connector creates are without accounts. When these kinds of contacts exist in Salesforce, only the user who created them, and users with View All permissions on contacts have the ability to see them.
Even if you assigned a placeholder Salesforce account to these contacts, you'd still need logic or a user reassigning them in Salesforce. Having the connector create contacts by default is only viable if you have development resources that can write code in Salesforce which does the contact-account associating for you.
In a practical sense, an overwhelming majority of integrated customers have the connector create leads by default. Then, it's a matter of identifying and converting the leads which should be contacts as efficiently as possible.
Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.