Salesforce integration is unpredictable
Feb 26, 2019 11:39 AM
We're a non-profit housing program and have an issue with the Salesforce integration that some of you bright folks might be able to help out with.
Here's how we thought we could get it to work: A lead completes a Hubspot form that asks eligibility/qualifying questions. Those properties should be synced back to salesforce. Salesforce has some automation that then assesses eligibility, cretes a Salesforce Community user (if eligible), and triggers the corresponding email notification.
Unfortunately, when the sync is triggered is largely unpredictable. This frequently causes the eligibility assessment in Salesforce to trigger before all the HS properties have synced back to Salesforce.
Our approach to fix this was to create a property that is set at the end of a HS workflow after a 1-minute delay ("Complete Form Submission") that Salesforce will wait for to start the eligibility assessment automation processes. The issue here was that even with this set-up, the Complete Form Submission property sometimes doesn't trigger the salesforce processes.
Have any of you tried to implement a similar use case with the integration? If so, do you have any best practices for having the HS sync triggers happen more reliably or in a predictable order? Any advice is greatly appreciated!