Different contact types and salesforce sync
Apr 20, 2021 7:17 AM
Hi, we are marketing to different audiences and are classifying form submissions based on a contact type which is based on the product/service. e.g.
Product 1 will have a hidden field in the form for contact type = product 1
Product 2 will have a hidden field in the form for contact type = product 2
My question is around the HubSpot - Salesforce sync. Since leads and contacts are not separate objects how do I ensure that the fields are synced correctly to Salesforce? Should I create the same fields on the SF lead and contact object and then map them? What happens if I am updating those fields from an external system on the contact object in Salesforce. What I am trying to explain is that sometimes that value will be populated in HubSpot (form submission --> HubSpot --> SF) and sometimes they will be populated from an external system ( External system --> SF --> HubSpot). Any ideas on how to best handle this?