Oct 15, 2020 10:25 AM
Hi--We're a small startup with HubSpot and SalesForce but our SalesForce skills are pretty basic (though growing fast). I'm looking for help creating a SF campaign to import a select group of leads, contacts, accounts and opportunities into HubSpot. When I try to create a campaign, it's only showing me a short list of leads to choose from, no filters or anything, which is confusing.
We have our HubSpot Integration User set up in SF and I *think* we set it up correctly so that the user can see only what we need to import, but I'm not 100% sure.
Oct 16, 2020 11:03 AM
Oct 17, 2020 10:19 AM
Found a couple relevant vids from the Shelll Black video archives ...