how to capture HS reconversions with Salesforce integration
SOLVE
Hello,
We are a company using Hubspot for marketing and Salesforce for managing the sales process in the sales team. All website forms are Hubspot and these and campaign leads originate in Hubspot.
My issue is when contacts reconvert on a form, or interact with our marketing campaigns to an extent that we want to pass on another lead to sales. With the HS-SFDC integration, a second lead will not be created in Salesforce and Hubspot support tells me that there is no way to create a second lead as there is a 1:1 relationship between HS contacts and leads/contacts in SFDC.
I have created a workflow in HS to recognize these events and send emails to sales, but this is clunky and outside of the normal Salesforce flow for sales.
Looking for suggestions on how to capture and notify sales people of a new conversion or event from a contact that will be visible in Salesforce.
If you want to show them as a list in SFDC, then probably creating a reconversion campaign is a good idea. Anyone who submits the form 2 or more than 2 times is counted as re-conversion. Based on this logic, you can create a HubSpot workflow and enroll anyone who reconverts on your website. You can send a notification to sales via the same workflow and also add them to the re-conversion campaign in SFDC. Thanks.
how to capture HS reconversions with Salesforce integration
SOLVE
Hi @BSchumann - did you find a fix? i am having the same issue. when someone submits a form for the second time, they do not get pushed into SF. only the first time. this is crazy that only one comes in.
If you want to show them as a list in SFDC, then probably creating a reconversion campaign is a good idea. Anyone who submits the form 2 or more than 2 times is counted as re-conversion. Based on this logic, you can create a HubSpot workflow and enroll anyone who reconverts on your website. You can send a notification to sales via the same workflow and also add them to the re-conversion campaign in SFDC. Thanks.