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Sales Integrations

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Solucionado

lynton on Setembro 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.

Responder Salesforce

1 avaliações positivas

4 Respostas

Accepted Solution

doneill

HubSpot Employee

Setembro 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...Leia mais

Solucionado

AlejandroMaximu on Agosto 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 Leia mais

Responder Salesforce

0 avaliações positivas

2 Respostas

Accepted Solution

piersg

Conselheiro(a) de destaque

Agosto 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...Leia mais

Solucionado

Jonnydk on Agosto 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 Leia mais

Responder analytics Salesforce

0 avaliações positivas

8 Respostas

Accepted Solution

StefaniUAT

Conselheiro(a) de destaque

Abril 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....Leia mais

Solucionado

jhjohnson527 on Agosto 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 Leia mais

Responder Salesforce

0 avaliações positivas

1 Respostas

Accepted Solution

StefaniUAT

Conselheiro(a) de destaque

Agosto 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...Leia mais

Jonnydk on Julho 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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0 avaliações positivas

2 Respostas

Jonnydk

Top colaborador(a)

Julho 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 ...Leia mais

KyTa on Julho 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 Leia mais

Responder G Suite Salesforce

0 avaliações positivas

1 Respostas

natsumimori

Gerente da Comunidade

Julho 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 ...Leia mais

soukab on Julho 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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0 avaliações positivas

1 Respostas

JessicaH

Alunos da HubSpot

Julho 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...Leia mais

Solucionado

carler on Junho 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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0 avaliações positivas

13 Respostas

Accepted Solution

StefaniUAT

Conselheiro(a) de destaque

Junho 30, 2020 02:02

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

brandy_asplundh on Junho 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 Leia mais

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5 avaliações positivas

0 Respostas

Solucionado

lizzienom on Junho 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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0 avaliações positivas

1 Respostas

Accepted Solution

bradmin

Conselheiro(a) de destaque

Junho 16, 2020 10:59

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

Solucionado

sarasedano22 on Maio 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 Leia mais

Responder Salesforce

0 avaliações positivas

1 Respostas

Accepted Solution

StefaniUAT

Conselheiro(a) de destaque

Maio 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...Leia mais

Solucionado

avocollective on Janeiro 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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0 avaliações positivas

5 Respostas

Accepted Solution

AM8

Top colaborador(a)

Janeiro 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 ...Leia mais

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