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Sales Integrations

Im Forum Sales Integrations nach Lösungen suchen oder eine Frage stellen

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lynton on September 02, 2020

Integrating Salesforce Financial Services Cloud

Has anyone integrated HubSpot with Salesforce Financial Services Cloud? I'm curious if there are any customers out there using the two products together.

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1 Likes

4 Antworten

Accepted Solution

doneill

HubSpot Employee

September 03, 2020 09:17

Hey @lynton ! HubSpot currently does not have a native integration for integrating Salesforce Financial Services Cloud. I have come across an...Beitrag ansehen

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AlejandroMaximu on August 18, 2020

Updating deal phases instead of duplicating deal with Leadbridge?

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 Beitrag ansehen

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0 Likes

2 Antworten

Accepted Solution

piersg

Autorität

August 19, 2020 05:39

Hi @AlejandroMaximu (thanks @JessicaH ) It sounds like LeadsBridge, or the connection you set up via LeadsBridge, is using the Create Deal e...Beitrag ansehen

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Jonnydk on August 13, 2020

Best way to track UTMs in HubSpot and Salesforce

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 Beitrag ansehen

Antworten analytics Salesforce

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8 Antworten

Accepted Solution

StefaniUAT

Autorität

April 06, 2021 01:53

@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....Beitrag ansehen

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jhjohnson527 on August 07, 2020

Trigger a sync to capture all past deal data from salesforce.

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 Beitrag ansehen

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1 Antwort

Accepted Solution

StefaniUAT

Autorität

August 09, 2020 23:47

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...Beitrag ansehen

pmozzoni07 on August 05, 2020

Prep for new Salesforce integration while running existing HubSpot-Salesforce Integration

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, Beitrag ansehen

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1 Antwort

PamCotton

Community-Manager/-in

August 06, 2020 10:49

Hello @pmozzoni07 , I believe that you are able to start editing things on your Salesforce account that is not connected yet, but in HubSpot, ...Beitrag ansehen

Jonnydk on Juli 23, 2020

Sending Internal Emails

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?

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2 Antworten

Jonnydk

Stratege/Strategin

Juli 23, 2020 09:57

@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 ...Beitrag ansehen

KyTa on Juli 14, 2020

How should the ideal integration with Whatsapp work for you?

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 Beitrag ansehen

Antworten G Suite Salesforce

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1 Antwort

natsumimori

Community-Manager/-in

Juli 15, 2020 00:34

I will tag in a couple of Community members to see if they have any ideas. @Krystina , @himanshurauthan , @bradmin , Do you use Whatsapp for ...Beitrag ansehen

soukab on Juli 13, 2020

Sync Saleforce opportunities to Hubspot deals

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!

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1 Antwort

JessicaH

HubSpot-Alumnus/Alumna

Juli 15, 2020 03:11

Hi @soukab , Do you mind sharing more about your current set up and what your end goal is? The more information, screenshots and exa...Beitrag ansehen

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carler on Juni 29, 2020

HubSpot-Salesforce integration

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?

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13 Antworten

Accepted Solution

StefaniUAT

Autorität

Juni 30, 2020 02:02

Here is how to integrate both systems: https://knowledge.hubspot.com/salesforce/install-the-hubspot-salesforce-integration . We integrated SalesForc...Beitrag ansehen

brandy_asplundh on Juni 23, 2020

Updating your HubSpot account to multiple pipeline sync with Salesforce Integration

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 Beitrag ansehen

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5 Likes

0 Antwort

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lizzienom on Juni 16, 2020

Stop certain Salesforce leads / contacts from being created in HubSpot

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?

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1 Antwort

Accepted Solution

bradmin

Autorität

Juni 16, 2020 10:59

Hi, @lizzienom . This guide can show you how to accomplish this, but it's a nontrivial setup.

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sarasedano22 on Mai 12, 2020

Killing the sync between Salesforce and HubSpot

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 Beitrag ansehen

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1 Antwort

Accepted Solution

StefaniUAT

Autorität

Mai 12, 2020 13:33

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...Beitrag ansehen

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