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解決済み
lynton 9月 02日, 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 いいね!
4 コメント
Accepted Solution
HubSpot Employee
9月 03日, 2020 09:17
Hey @lynton ! HubSpot currently does not have a native integration for integrating Salesforce Financial Services Cloud. I have come across an...続きを読む
解決済み
AlejandroMaximu 8月 18日, 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 続きを読む
0 いいね!
2 コメント
Accepted Solution
キーアドバイザー
8月 19日, 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...続きを読む
解決済み
Jonnydk 8月 13日, 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 続きを読む
0 いいね!
8 コメント
Accepted Solution
キーアドバイザー
4月 06日, 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....続きを読む
解決済み
jhjohnson527 8月 07日, 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 続きを読む
0 いいね!
1 コメント
Accepted Solution
キーアドバイザー
8月 09日, 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...続きを読む
pmozzoni07 8月 05日, 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, 続きを読む
0 いいね!
1 コメント
コミュニティーマネージャー
8月 06日, 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, ...続きを読む
Jonnydk 7月 23日, 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 いいね!
2 コメント
トップ投稿者
7月 23日, 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 ...続きを読む
KyTa 7月 14日, 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 続きを読む
0 いいね!
1 コメント
コミュニティーマネージャー
7月 15日, 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 ...続きを読む
soukab 7月 13日, 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 いいね!
1 コメント
元HubSpot社員
7月 15日, 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...続きを読む
解決済み
carler 6月 29日, 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 いいね!
13 コメント
Accepted Solution
キーアドバイザー
6月 30日, 2020 02:02
Here is how to integrate both systems: https://knowledge.hubspot.com/salesforce/install-the-hubspot-salesforce-integration . We integrated SalesForc...続きを読む
brandy_asplundh 6月 23日, 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 続きを読む
5 いいね!
0 コメント
解決済み
lizzienom 6月 16日, 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 いいね!
1 コメント
Accepted Solution
キーアドバイザー
6月 16日, 2020 10:59
Hi, @lizzienom . This guide can show you how to accomplish this, but it's a nontrivial setup.
解決済み
sarasedano22 5月 12日, 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 続きを読む
0 いいね!
1 コメント
Accepted Solution
キーアドバイザー
5月 12日, 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...続きを読む
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