Salesforce Integration with HubSpot with multiple pipelinesSOLVE
Dec 21, 2020 12:07 PM
I have an enterprise account and getting ready to integrate with Salesforce. I have multiple pipelines in HubSpot. When I turn on syncing will these all be created in Salesforce and synced to my Salesforce record types/ pipelines automatically?
What do I need to do to make sure all of my pipeline sync correctly?
Thank you for your help!
Solved! Go to Solution.
Dec 23, 2020 8:58 AM
Sure: So if your setup looks like you've described (One Salesforce Pipeline, 2+ HubSpot Pipelines), the before and after will look something like the following (I'm presuming you have 3 pipelines in HubSpot for this example:
Before connecting Salesforce to HubSpot:
- HubSpot: 3 Pipelines of Deals
- Salesforce: 1 single Pipeline of Opportunities.
After Connection Salesforce and HubSpot:
- HubSpot: 4 Pipelines- the 3 original HubSpot Pipelines, plus 1 new Pipeline from Salesforce containing any Opportunities that were in that Pipeline on Salesforce before the sync, now in HubSpot as Deals.
- Salesforce: 1 Pipeline
- No change, if you need existing Deals from HubSpot to appear here, you'll need to move them in HubSpot into a PIpeline that came from the Salesforce sync.
I hope this explanation is of some use! I know I've used the word "pipeline" a bunch here, so I understand if it's losing all meaning!