Sales Integrations

KDavis14
参加者

Sync HS Activites to Salesforce without assigning to owner

We want to sync our marketing activites from Hubspot (form submits, email sends/opens, etc) to Salesforce as a task. The problem is that when we do the tasks are all put in the Salesforce contact owners name which messes up our daily task totals.

 

Is there a way to sync marketing activities but have them not assigned to an owner, or be able to set the owner instead of it automatically selecting the SF contact owner?

 

2件の返信
PamCotton
コミュニティーマネージャー
コミュニティーマネージャー

Sync HS Activites to Salesforce without assigning to owner

Hello @KDavis14 Happy Wednesday!

I would like to invite to this conversation our top experts to share their thoughts @Aakar @StefaniUAT @lynton any recommendations to @KDavis14?

 

Thank you,

Pam

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SBrown3
参加者

Sync HS Activites to Salesforce without assigning to owner

Hello, I have the same question as the original poster asked above. Any update on this? 

Thanks!

0 いいね!