More Granular Control Over Salesforce Activity Syncing
Using Sidekick for Business or HubSpot CRM alongside Salesforce? Now, we're giving you full control over which activities sync to Salesforce, when, and how. It's a useful improvement that will help ensure your sales team has the information they need and nothing they don't. You'll be able to -
Granularly set which activities (calls, emails, document activity, and more) in HubSpot CRM or Sidekick for Business are synced to Salesforce
Select which Salesforce Activity Type your activities are set as
Select whether or not Salesforce created tasks can sync back to HubSpot
To view and edit these new settings, visit Settings > Configuration > View Integrations from HubSpot CRM or Sidekick for Business.
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