Salesforce Integration - Opportunity Record Type ID Requirement
Has anyone found a good way to get around the requirement for Opportunity Record Type ID in order to sync opportunities to deals in the Salesforce integration? I literally have run into this issue SO many times in the past few months and it doesn't appear that HubSpot has any plans to change this about the integration, although I did create an ideas post for it here: https://community.hubspot.com/t5/HubSpot-Ideas/Stop-automatically-mapping-Salesforce-Opportunity-Rec...
Many, many people do not use Opportunity Record Types in Salesforce, and this prevents them from being able to sync their opportunities to HubSpot because it automatically syncs Record Type ID to the Deal Pipeline, which is a prerequisite to creating a deal. How can I get around this without having to ask my clients to assign a new Opportunity Record Type to every single opportunity?
Also, I don't think that Record Type is the same exact thing as Deal Pipeline in most cases, because people use it as more of an "opportunity type" field. I really do not understand why the integration is like this. Any insight would be appreciated!
Salesforce Integration - Opportunity Record Type ID Requirement
Oh, very good point! Was that a huge amount of work to get set up and configured with Zapier?
After consulting with support (again), they mentioned that this requirement should only prevent the deals from syncing if the Salesforce instance previously used Opportunity Record Types, but then deleted them, so it would hypothetically only sync the opportunities that had never had a Record Type ID and the ones that had, even if it's now deleted, would return a sync error. If they've never had Opportunity Record Types at all, then the integration would create the Salesforce Default Pipeline and sync all deals to that.
With the specific client I'm working through this with right now, almost all of their deals returned errors at first, but now they are slowly syncing over 1,000 at a time.
However that's very good to know that Zapier could also be an option, because I've also had clients in the past where the integration created a pipeline for each Opportunity Record Type, even the inactive ones, and that was also massively inconvenient.