Salesforce-HubSpot: Automated association between company and contact

[Simoneponti89]

Hello,

It's about Contact-Company association.

I am integrating Hubspot to Salesforce.

When in SF it creates an opportunity, In HS it creates a new Deal associated to the company but not to a contact.

How can I associate the Deal and company to the contact?

I need it because I want to update the lifecycle stage of the contact.

Regards,

Simone

[LaurenRyan]

@Simoneponti89 were you able to resolve this issue?

[jolle · Accepted solution]

Hey @Simoneponti89, thanks for reaching out! This is a great question. The HubSpot-Salesforce integration is powerful, but picky. Be sure to carefully review the integration documentation for full details.

Looking at the HubSpot Knowledge Base article on syncing Salesforce opportunities as HubSpot deals:

If your opportunity is associated with Salesforce contact records, you can also associate the synced deal to the corresponding contacts in HubSpot. For this to occur, ensure the contact record in Salesforce is associated with the opportunity as an OpportunityContactRole. The integration will update the contact’s Lifecycle stage property, as well as five other contact properties from the most recently created opportunity:

• Associated deals
• First deal created date
• Recent deal close date
• Recent deal amount
• Total revenue

These fields can be used to segment lists, filter your contacts, or create custom reports.

As long as you have the required association set in Salesforce, it should come through HubSpot.

Hope this helps!!

[NSmits-Jørgen9]

Hi Jolle, thanks for this, this is helpful! How about associations between opps/deals and company/accounts? Is there a good workaround for this?