We use cookies to make HubSpot's community a better place. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included).
Aug 20, 2021 1:01 AM
Hi, we have questions regarding the salesforce integration in hubspot. Currently, our Sales team is working on Salesforce and the Marketing team on HubSpot. While we do have the SF integration which allows us to transfer a lead from our website to Salesforce, we do not have a mechanism of reconciling the changes in the Lead Stage in Salesforce with Lead Status in Hubspot.
Question: Is it possible that a change in the lead stage of a contact in Salesforce triggers the same change in the lead status of the same lead in HubSpot? This would allow us to have separate workflows for separate stages of the lead status. Currently, we have custom fields in Salesforce, designed to match the needs of our sales team. For a perfect integration, would we have to make similar fields for the lead status in Hubspot as well?
Solved! Go to Solution.
Aug 20, 2021 5:34 PM
It has been years since I have used the Integration. However, you should be able to create a HubSpot property with the same name and dropdown options. Then, you would go to HubSpot Integrations > Sales Force > Edit/Settings. From there, you should be able to choose to sync those two fields and have Sales Force update in HubSpot.
Aug 20, 2021 5:39 PM
Aug 23, 2021 1:10 AM
Thank you @LaurenKennedy , @StefaniUAT and @PamCotton for helping out here.
Aug 20, 2021 5:39 PM
Aug 20, 2021 5:34 PM
It has been years since I have used the Integration. However, you should be able to create a HubSpot property with the same name and dropdown options. Then, you would go to HubSpot Integrations > Sales Force > Edit/Settings. From there, you should be able to choose to sync those two fields and have Sales Force update in HubSpot.
Aug 20, 2021 5:29 PM
Hello @HarisAzeem, thank you for providing this information. I would like to add some top experts to this matter @Aakar @LaurenKennedy @StefaniUAT any recommendations to @HarisAzeem matter?
Thank you,
Pam
![]() | Você sabia que a Comunidade está disponível em outros idiomas? Participe de conversas regionais, alterando suas configurações de idioma ! Did you know that the Community is available in other languages? Join regional conversations by changing your language settings ! |