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
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
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
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
I'm looking forward to sending out emails to our existing customers based on the date the go-live with our platform. E.g. Day 1: Congratulations on going live! Day7: Support Process Day 30: Drive more adoption Day 90: Discuss Growth and Ne read more
Hi @pratikthakkar
If you've mapped the go-live date from Salesforce to a HubSpot property, then you should be able to use a 'date-property c...read more
Hi, We are syncing HubSpot with Salesforce and I am receiving the following sync error "Primary Email Changed". Since HubSpot supports multiple emails per contact record, which is a good thing, is there a workaround I can use that won't affe read more
I hope this email finds everyone well and that you are staying safe! I am new to marketing and we have hubspot and sfdc and I have walked into about 15000 contacts in hubspot where many of these contacts have not been put into SFDC. I was wondering read more
Is it possible to sync one custom Hubspot field to two Salesforce fields? For example, standard fields like email, address, phone, ext. sync to two fields in Salesforce - one on the lead object and one on the contact object. Can this be done with cu read more
Hi @michael-deckman , Let's dive right in! To start, I can confirm that it is not currently possible to map multiple Salesforce Properties to th...read more