Sales Integrations

lynton
Contributor | Elite Partner
Contributor | Elite Partner

Integrating Salesforce Financial Services Cloud

SOLVE

Has anyone integrated HubSpot with Salesforce Financial Services Cloud? I'm curious if there are any customers out there using the two products together. 

1 Accepted solution
doneill
Solution
HubSpot Employee
HubSpot Employee

Integrating Salesforce Financial Services Cloud

SOLVE

Hey @lynton !

 

HubSpot currently does not have a native integration for integrating Salesforce Financial Services Cloud. I have come across an external solution from tray.io which you can check out here.

 

However, if this is an integration you would like to see on the Hubspot marketplace in the future then please let us know over on the Ideas Forum by posting this as an Idea.

 

I hope this helps!

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3 Replies 3
Lauren_RP
Participant

Integrating Salesforce Financial Services Cloud

SOLVE

Hi! We currently use Salesforce and are in the process of transitioning to Financial Services Cloud.  I was able to successfully connect our HubSpot integration to the sandbox we're currently using for testing and it appears to work. The HubSpot integration appears on Contacts, Accounts, and I was able to trigger a HubSpot workflow from a field change on the Salesforce Contact object.  We're not to production yet with FSC but the functionality in Sandbox appears to be what we need. 

doneill
Solution
HubSpot Employee
HubSpot Employee

Integrating Salesforce Financial Services Cloud

SOLVE

Hey @lynton !

 

HubSpot currently does not have a native integration for integrating Salesforce Financial Services Cloud. I have come across an external solution from tray.io which you can check out here.

 

However, if this is an integration you would like to see on the Hubspot marketplace in the future then please let us know over on the Ideas Forum by posting this as an Idea.

 

I hope this helps!

lynton
Contributor | Elite Partner
Contributor | Elite Partner

Integrating Salesforce Financial Services Cloud

SOLVE

Thanks, @doneill! I'll mark your answer as the solution. If anyone has integrated Financial Services Cloud with HubSpot, please reply to this thread.

0 Upvotes