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Solved
JPullan on September 08, 2020
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
0 upvote
8 Replies
Accepted Solution
HubSpot Employee
September 09, 2020 03:00
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
shannonkv on August 24, 2020
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
0 upvote
2 Replies
Member
August 26, 2020 13:14
Thanks @JessicaH ! Appreciate the attention to this. Can't figure out what is going on here. @trevorjones71 @StefaniUAT @bradmin ,
Solved
mmartelli0803 on July 16, 2020
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
0 upvote
5 Replies
Accepted Solution
Key Advisor
July 20, 2020 01:28
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
Solved
Phyllis_Stewart on July 13, 2020
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
0 upvote
3 Replies
Accepted Solution
Key Advisor
July 20, 2020 02:07
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
KamiKrastanova on July 09, 2020
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
0 upvote
2 Replies
Member
July 16, 2020 10:41
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
Solved
AshleiValles on June 16, 2020
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
1 upvote
4 Replies
Accepted Solution
Key Advisor
June 16, 2020 10:57
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
Billsen on June 11, 2020
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
0 upvote
3 Replies
Key Advisor | Platinum Partner
June 15, 2020 17:33
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
Solved
Drishtii on June 05, 2020
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
0 upvote
3 Replies
Accepted Solution
Key Advisor
June 09, 2020 08:19
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
Solved
Jonnydk on May 31, 2020
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
0 upvote
6 Replies
Accepted Solution
Key Advisor
November 02, 2020 02:19
@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
Solved
hwilson74 on May 12, 2020
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
7 upvotes
9 Replies
Accepted Solution
Contributor | Platinum Partner
May 18, 2020 16:33
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
Solved
ettoking on May 07, 2020
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
0 upvote
2 Replies
Accepted Solution
Key Advisor
May 11, 2020 10:42
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
StefanKapteijns on May 07, 2020
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
0 upvote
1 Reply
HubSpot Alumni
May 13, 2020 11:55
Hi @StefanKapteijns , Thanks for reaching out. I'm going to loop in some of our experts. Hey @Phil_Vallender @bradmin would you be abl...read more
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