Sales Integrations

hitin_mutneja
Member

Contact Sync

SOLVE

Will a Contact get attached to Customer if It is getting synced with Opportunity sync from Salesforce

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Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Contact Sync

SOLVE

Hi @hitin_mutneja

 

If your contact in HubSpot/Salesforce is associated with a Salesforce Opportunity (I believe it has to be a primary contact) and the deal is moved to closed won, then if the connector setting to automatically transition lifecycle stages is turned on, then yes the HubSpot Contact will be moved to lifecycle stage = customer. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

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1 Reply 1
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Contact Sync

SOLVE

Hi @hitin_mutneja

 

If your contact in HubSpot/Salesforce is associated with a Salesforce Opportunity (I believe it has to be a primary contact) and the deal is moved to closed won, then if the connector setting to automatically transition lifecycle stages is turned on, then yes the HubSpot Contact will be moved to lifecycle stage = customer. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency