We're a HubSpot (HS) for Marketing and Salesforce (SF) for Sales company. Scratching my head about what happens in the other system when leads and contacts are deleted in the other. We have disabled Delete in SF = Delete in HS. For example if a read more
Hi @JPullan ! Thank you for the details of your current set up, please see the answers to your questions below based on the setting for deleting i...read more
Hello, New to Hubspot and a SF Admin. I just created a workflow in SF that auto creates a new task on a Lead that is created by Hubspot (based on a form being submitted). Salesforce used to create a completed task that was pulling from Hubsp read more
We moved all of our web forms to Hubspot forms and push them through a Zap into our CRM. The challenge is how to uniquely track our Facebook adds with a unique value. We may have several hundred ads at any given time. What is the best practice for t read more
Hi @mmartelli0803 ! Unfortunately, HubSpot does not store the FB ad name, nor are you able to workflow off of it. However, you can see it on a r...read more
Hello! Our company uses HubSpot for emailing both leads and employees. We use a customized Salesforce Contact object to manage the recruitment of new employees. Prospective new employees typically apply for a job on our website...and a new record i read more
Hi @Phyllis_Stewart , I think I broke my brain trying to figure this out, lol! I tried to figure out a way to copy the 2 email properties into o...read more
Hello all, A requirement has come up to change the label, and if possible - API name of a custom Salesforce field that is mapped to a property in HubSpot. My question is, would changing the label of the field interfere with the sync and would I read more
If you were just changing the label, there wouldn't be an impact since the API name would still be the same, as would the ID for most references...read more
I am getting sync errors saying that the user in SalesForce is inactive. This is the case as several sales reps have left. I can change the owner/user to myself but don't want to do so for opportunities so others can see the history. Any suggestions read more
Hi, @AshleiValles . While reassigning records to an active owner is a best practice, there's another step you can try in the interim. Reactivate the...read more
First, let me state that I am not a SalesForce expert. Now, what I am trying to do to make it drop-dead simple for any of our Sales reps to pause, halt, restart, enroll or re-enroll a specific contact into a HubSpot workflow. I have a couple of mu read more
a "per workflow" approach would be tough to implement if you have a lot of workflow but something to unenroll/reenroll contact into workflow can be d...read more
Hello community, I am trying to sync our CSM owners associated with Accounts on Salesforce to the Companies on Hubspot. Having this setup helps give context as to which rep is working on which account and also enables automating some emails. read more
With a small number of looked-up values, that can still be a workable solution. It'll be up to you to modify that HubSpot picklist with new label-valu...read more
I have HubSpot fully integrated with Salesforce. When a prospect fills in specific forms I am using an inclusion list to sync the new lead to Salesforce. That's the easy part. What are HubSpotters doing in the case where a lead or contact already ex read more
@Jonnydk We enrolled them again in the wf and redirect them to the respective sales owner with relevant form submissions. Form submission is the en...read more
Hi there, We have a situation where our sales personnel tend to move around a lot, and their contacts need to be reassigned. We use Salesforce as our main CRM. We would expect that if we change the contact owner in SF, that the integration would read more
That's actually a tricky question. If you make any changes in HubSpot, they will be synced over to SFDC, so if you wipe the account owner in HubSpot,...read more
After searching for a solution without success, here is my request: What are the steps to send an email from Hubspot to a list of users extracted from Salesforce? What are the fields I need to include in the list in order to track in SFDC an read more
Hi, @ettoking . Are the users you want to notify only those who own syncing records, or do you need to email all users? If the former, there's alrea...read more
Hi there, I'm working for a recruitment agency for construction workers, carpenters and plumbers. We're using Salesforce as the main CRM and using HubSpot as our automation tool. We've set up the Integration and are now looking for a way to send read more