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Solved
lynton on September 02, 2020
Has anyone integrated HubSpot with Salesforce Financial Services Cloud? I'm curious if there are any customers out there using the two products together.
1 upvote
3 Replies
Accepted Solution
HubSpot Employee
September 03, 2020 06:17
Hey @lynton ! HubSpot currently does not have a native integration for integrating Salesforce Financial Services Cloud. I have come across an...read more
Solved
AlejandroMaximu on August 17, 2020
Hi! We are using Leadbridge.com to export our deals from Teamleader to Hubspot. We want to sync our Teamleader deals to the hubspot Deals with their accociated phase in the pipeline, Deal Name, amount etc. Speed Test essay writer Whenev read more
0 upvote
2 Replies
Accepted Solution
Key Advisor
August 19, 2020 02:39
Hi @AlejandroMaximu (thanks @JessicaH ) It sounds like LeadsBridge, or the connection you set up via LeadsBridge, is using the Create Deal e...read more
Solved
Jonnydk on August 13, 2020
Hey, what's the best way to track UTMs in HubSpot and Salesforce. We are currently adding a hidden set of UTM fields on the form level but when it comes to PPC I want to make sure that the UTM value is updated in the fields and passed to the salesfo read more
0 upvote
8 Replies
Accepted Solution
Key Advisor
April 05, 2021 22:53
@Jonnydk , This is not my area of expertise so appologies as I haven't used SF in years but I did a little research and this is what I found. 1....read more
Solved
jhjohnson527 on August 07, 2020
I am needing to force a sync of all deal data from salesforce. Deal syncing had been turned off for a while and I was hoping that once we turned it back on it would search for all new deal data but it's only pulling in stuff as its updated. Is there read more
0 upvote
1 Reply
Accepted Solution
Key Advisor
August 09, 2020 20:47
Hi @jhjohnson527 , Are you able to create a do an import into HubSpot based on an export from Salesforce? In this case, you would be able to use a...read more
pmozzoni07 on August 05, 2020
Hi All, I hope to find some guidance here. We do not have a HubSpot admin in-house and I have been tasked with setting up a new Salesforce-HubSpot integration. We currently have an existing integration that points to an existing SF org. However, read more
0 upvote
1 Reply
Community Manager
August 06, 2020 07:49
Hello @pmozzoni07 , I believe that you are able to start editing things on your Salesforce account that is not connected yet, but in HubSpot, ...read more
Jonnydk on July 23, 2020
I am using the Contact Owner in HubSpot which is based on my Salesforce Lead/Contact owner to send internal emails to my sales staff. What is the best way to handle people who have left the company? Should I change the lead owners?
0 upvote
2 Replies
Contributeur de premier rang
July 23, 2020 06:57
@Josh yes, I would like that to happen and not have the deactivated user issue. The problem is with reporting. If I start changing the owner names ...read more
KyTa on July 14, 2020
Hi people! I am Kyrylo from the TimelinesAI team. We have created a tool that enables teams to collaborate on communication with clients from Whatsapp. We’ve figured out that often our users would share the links from our tool into their C read more
0 upvote
1 Reply
Community Manager
July 14, 2020 21:34
I will tag in a couple of Community members to see if they have any ideas. @Krystina , @himanshurauthan , @bradmin , Do you use Whatsapp for ...read more
soukab on July 13, 2020
Hi all, I would like to get know if someone used to create opportunities in Saleforce and switch to HubSpot by creating deals. Thank you!
0 upvote
1 Reply
HubSpot Alumni
July 15, 2020 00:11
Hi @soukab , Do you mind sharing more about your current set up and what your end goal is? The more information, screenshots and exa...read more
Solved
carler on June 29, 2020
Hi One of our customers suggests us to integrate HubSpot and Salesforce. So my question- 1. How to integrate HubSpot and Salesforce? 2. What is the advantages of using SalesForce?
0 upvote
13 Replies
Accepted Solution
Key Advisor
June 29, 2020 23:02
Here is how to integrate both systems: https://knowledge.hubspot.com/salesforce/install-the-hubspot-salesforce-integration . We integrated SalesForc...read more
brandy_asplundh on June 23, 2020
Multiple pipeline sync for the Salesforce integration allows HubSpot to reflect the Sales processes customers have set up in Salesforce. This lets customers use the pipeline field to now display or segment those different lines of business in HubSp read more
5 upvotes
0 Reply
Solved
lizzienom on June 16, 2020
Exploring whether it would be possible to have an 'exclusion' list (or similar) for Salesforce whereby leads / contacts that meet that criteria (would be deduced by a field) aren't created in HubSpot. Is this possible?
0 upvote
1 Reply
Accepted Solution
Key Advisor
June 16, 2020 07:59
Hi, @lizzienom . This guide can show you how to accomplish this, but it's a nontrivial setup.
Solved
sarasedano22 on May 12, 2020
Hi there! We are looking to kill the sync between Salesforce and HubSpot as we are fully migrating to HubSpot as our CRM. Has anyone done this? Does anyone have any insight into what happens to the pipeline when you kill the sync between the tw read more
0 upvote
1 Reply
Accepted Solution
Key Advisor
May 12, 2020 10:33
I stopped the sync from Salesforce to HubSpot a few months ago. There is a certain cadence in which to do it. ( Instructions). I backed up all SF a...read more
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