How much of Salesforce to Import, if I intend to keep SalesforceSOLVE
3 weeks ago
I have completed my Salesforce integration, so I now have the buttons that enable me to import my data directly from Salesforce without the pain of data extraction, VLOOKUP etc. .
My question is... which tables should I look to import if I intend to keep Salesforce as part of my sales process? I am not replacing Salesforce with Hubspot. I am replacing Pardot with Hubspot.
So, Leads and Contacts only?
Presumably Opportunities will sync as Deals as and when they arise from a specific Hubspot campaign? Or, do I need to specifically choose Opportunities to make sure that they sync in the future?
Many thanks in anticipation of any more in-depth best practice advice or articles.
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