Keeping Salesforce and HubSpot data alignedSOLVE
Nov 17, 2020 8:16 AM
We have the HubSpot/Salesforce integration and I'm trying to see if the databases are still algined. Bascially the current set up is for all Contacts with emails in SF should be in HubSpot and using a sync list to only send through MQLS and onwards from HubSpot to Salesforce.
Checking what is in Salesforce from HubSpot is easy enough, you can just filter on Salesforce Lead and Contact IDs. What's the best way to do it the other way around, and see how many Salesforce Contacts do not currently have a sync with HubSpot?
Any guidance on this would be greatly appreciated
Solved! Go to Solution.
Nov 19, 2020 8:49 AM - edited Nov 19, 2020 8:54 AM
In the current version of the Salesforce Connector, HubSpot intelligence is incorprated as a VisualForce window (an iFrame, essentially) and as such the HSI data is not actually synced with any Salesforce Field. With that said, any existing HubSpot field can be synced to Salesforce, so it's a matter of choosing the property that works best for you, creating a counterpart in Salesforce, and configuring the sync in your integration settings in HubSpot.
I think the custom field you mentioned would do the trick for you. Of course, you would have to create it in both systems and set up the sync rules for it in your Integrations Settings in HubSpot.
With regard to the field, I am not sure that it would need to be static. If you have professional or above you could very likely create a Workflow in HubSpot that would update the field with a "1" whenever a subscriber joins the Salesforce Sync list. Whenever a contact is added to the sync list, this property will be updated and synced to salesforce, and then you'll be able to filter reports on it in Salesforce based upon the Lead (or Contact) Property.
You could also create a second workflow to set the property to "0" whenever a contact is not on the Salesforce Sync list, but keep in mind that removal from the sync list would not actually mean that the Salesforce contact would be removed, only that it would stop syncing. Depending upon the order of operations, this could mean that your contact has a "0" in HubSpot and a "1" in Salesforce. This would mean that the contact used to be a MQL, and now they are not. On the other hand, it would give you the means to do some manual database Hygiene in Salesforce by comparing the two lists.
Glad we seem to be headed in the right direction!
If my post resolves your issue, please accept my post as a solution.