Pour pouvoir utiliser ces forums, JavaScript doit être installé et activé. JavaScript semble être désactivé ou non pris en charge par votre navigateur. Veuillez consulter les fichiers d'aide de votre navigateur pour savoir comment activer JavaScript.

Sales Integrations

Rechercher Sales Integrations pour des solutions ou poser une question

Résolues

lynton le Septembre 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.

Répondre Salesforce

1 Mention J'aime

4 Réponses

Accepted Solution

doneill

HubSpot Employee

Septembre 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...Lire la suite

Résolues

AlejandroMaximu le Août 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 Lire la suite

Répondre Salesforce

0 Mention J'aime

2 Réponses

Accepted Solution

piersg

Conseiller clé

Août 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...Lire la suite

Résolues

Jonnydk le Août 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 Lire la suite

Répondre analytics Salesforce

0 Mention J'aime

8 Réponses

Accepted Solution

StefaniUAT

Conseiller clé

Avril 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....Lire la suite

Résolues

jhjohnson527 le Août 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 Lire la suite

Répondre Salesforce

0 Mention J'aime

1 Réponse

Accepted Solution

StefaniUAT

Conseiller clé

Août 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...Lire la suite

pmozzoni07 le Août 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, Lire la suite

Répondre Salesforce

0 Mention J'aime

1 Réponse

PamCotton

Gestionnaire de communauté

Août 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, ...Lire la suite

Jonnydk le Juillet 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?

Répondre Salesforce

0 Mention J'aime

2 Réponses

Jonnydk

Contributeur de premier rang

Juillet 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 ...Lire la suite

KyTa le Juillet 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 Lire la suite

Répondre G Suite Salesforce

0 Mention J'aime

1 Réponse

natsumimori

Gestionnaire de communauté

Juillet 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 ...Lire la suite

soukab le Juillet 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!

Répondre Salesforce

0 Mention J'aime

1 Réponse

JessicaH

Ancien salarié HubSpot

Juillet 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...Lire la suite

Résolues

carler le Juin 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?

Répondre Salesforce

0 Mention J'aime

13 Réponses

Accepted Solution

StefaniUAT

Conseiller clé

Juin 30, 2020 02:02

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

brandy_asplundh le Juin 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 Lire la suite

Répondre Salesforce

5 Mentions J'aime

0 Réponse

Résolues

lizzienom le Juin 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?

Répondre Salesforce

0 Mention J'aime

1 Réponse

Accepted Solution

bradmin

Conseiller clé

Juin 16, 2020 10:59

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

Résolues

sarasedano22 le 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 Lire la suite

Répondre Salesforce

0 Mention J'aime

1 Réponse

Accepted Solution

StefaniUAT

Conseiller clé

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...Lire la suite

Vous cherchez à entamer une conversation ou à poser une question ?

Créez un post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.