How to log Salesforce meetings in HubSpot?SOLVE
Sep 18, 2019 3:18 PM
I'm wondering if it is possible to have meetings logged in Salesforce show up in HubSpot? I'd like to trigger SQL automation based on a meeting being set in SFDC. Any help would be greatly appreciated.
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Sep 20, 2019 7:12 PM - edited Sep 24, 2019 2:44 AM
It's tricky because, I think, Salesforce meetings are a type of object that HubSpot can not see.
The general solution to this sort of challenge is to flatten the releveant information down to a contact property in Salesforce using process builder or something similar. This can then be mapped and synced to HubSpot and then used to trigger a workflow etc.
In the case of meetings, which can be many to one with contacts, this may mean overwriting a single value each time a meeting is created, but this may still be enought to achieve what you are looking to do
Hope this helps.