Sales Integrations

Simoneponti89
Participant | Elite Partner
Participant | Elite Partner

Salesforce-HubSpot: Automated association between company and contact

SOLVE

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

1 Accepted solution
jolle
Solution
Recognized Expert | Partner
Recognized Expert | Partner

Salesforce-HubSpot: Automated association between company and contact

SOLVE

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!!

Jacob Olle

Marketing Operations Manager

HubSpot Certified Trainer

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3 Replies 3
LaurenRyan
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

Salesforce-HubSpot: Automated association between company and contact

SOLVE
jolle
Solution
Recognized Expert | Partner
Recognized Expert | Partner

Salesforce-HubSpot: Automated association between company and contact

SOLVE

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!!

Jacob Olle

Marketing Operations Manager

HubSpot Certified Trainer

Create Your Own Free Signature
NSmits-Jørgen9
Participant

Salesforce-HubSpot: Automated association between company and contact

SOLVE

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