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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 Likes
5 Antworten
Akzeptierte Lösung
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
Gelöst
AlejandroMaximu on August 18, 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 Beitrag ansehen
0 Likes
2 Antworten
Akzeptierte Lösung
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
Gelöst
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 Beitrag ansehen
0 Likes
8 Antworten
Akzeptierte Lösung
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
Gelöst
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 Beitrag ansehen
0 Likes
1 Antwort
Akzeptierte Lösung
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
Gelöst
carler on Juni 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 Likes
13 Antworten
Akzeptierte Lösung
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
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
5 Likes
0 Antwort
Gelöst
lizzienom on Juni 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 Likes
1 Antwort
Akzeptierte Lösung
Autorität
Juni 16, 2020 10:59
Hi, @lizzienom . This guide can show you how to accomplish this, but it's a nontrivial setup.
Gelöst
sarasedano22 on Mai 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 Beitrag ansehen
0 Likes
1 Antwort
Akzeptierte Lösung
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
Gelöst
avocollective on Januar 07, 2020
Does anyone have any best practices/steps on migrating from Pardot to Hubspot and syncing with Salesforce?
0 Likes
6 Antworten
Akzeptierte Lösung
AM8
Stratege/Strategin
Januar 13, 2020 10:04
Pardot to Hubspot migration is pretty straightforward if you have to do direct field to field mapping. If you have other data like meeting notes and ...Beitrag ansehen
Gelöst
MFrankJohnson on November 13, 2019
Dunno if this message is normal when trying to sync to a Salesforce lead when the HubSpot contact doen't have an email address. We knew what was wrong because our test contacts are clearly named. Absent that, we'd have no idea what the problem is/wa Beitrag ansehen
0 Likes
3 Antworten
Akzeptierte Lösung
Community-Manager/-in
November 14, 2019 13:19
Hi @MFrankJohnson , Thank you for sending the screenshot and issue along. While it is documented that contacts who don't have email address w...Beitrag ansehen
Gelöst
janetwhite on August 08, 2019
Hi - I'm new to HubSpot but have a lot of experience with Salesforce. I'm having an issue where when I enable the Company sync it will create fields that are on the Salesforce Account in HubSpot that I haven't mapped and map them for me. I set Beitrag ansehen
0 Likes
3 Antworten
Akzeptierte Lösung
Autorität
August 08, 2019 16:34
Hi, @janetwhite . What you're seeing is the expected behavior when you enable some new object sync from Salesforce. All fields on that object that ...Beitrag ansehen
Gelöst
zman5664 on August 07, 2019
Hubspot won't let you create more than one sales process if you have the Salesforce sync enabled. So I'm wondering, if we have more than one process created on our Salesforce side, if Hubspot will at least let us sync those two processes back into Hu Beitrag ansehen
0 Likes
4 Antworten
Akzeptierte Lösung
Mitglied | Platinum Partner
August 08, 2019 10:03
Okay. Sync is limited to one pipeline in Hubspot. Please refer to the notes in this article https://knowledge.hubspot.com/articles/kcs_article/...Beitrag ansehen
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