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Sales Integrations

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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.

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Solution Acceptée

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

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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

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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

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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

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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

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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

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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

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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?

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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

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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?

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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.

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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

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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

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avocollective le Janvier 07, 2020

Pardot to Hubspot Migration

Does anyone have any best practices/steps on migrating from Pardot to Hubspot and syncing with Salesforce?

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AM8

Contributeur de premier rang

Janvier 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 ...Lire la suite

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MFrankJohnson le Novembre 13, 2019

HubSpot Salesforce sync error details | v2019-11-13

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 Lire la suite

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jennysowyrda

Gestionnaire de communauté

Novembre 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...Lire la suite

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janetwhite le Août 08, 2019

Salesforce auto-creating custom fields in HubSpot Companies

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 Lire la suite

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bradmin

Conseiller clé

Août 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 ...Lire la suite

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zman5664 le Août 07, 2019

Salesforce sales process to hubspt

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 Lire la suite

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adeelfaisal

Membre | Partenaire solutions Platinum

Août 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/...Lire la suite

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