Dear HS Community,
I’m sure you’ve already discussed it, but still, need your assistance on how to configure HS - SFDC Integration to fit our business. We are HS/Salesforce company.
First, we synced HS Contacts to SFDC Contacts, but recently we’ve re-configured our integration to sync HS Contacts to SFDC Leads.
Now we are facing difficulties with that integration:
1) tons of duplicates bw leads and contacts in SFDC (this issue will be managed separately)
2) contacts that looking for smth on our website and associated with existing customers are synced to leads (which is incorrect), cause logically by default they should be contacts
3) when we are trying to get a lead converted it suggests to create an opportunity, but there is no opportunity yet in place
Could we re-configure it that way, that new contacts (leads) get synced to leads in SFDC, but the contacts related to companies which are our existing clients should be synced to contacts, applying kind of logic:
Someone takes action and hits the threshold (Salesforce Inclusion List) to be passed to sales
→
Does a person exist in salesforce (based on email) ==> Yes, create a task, send email + route based on lead routing criteria
==> No: Does the company exist in SF ==> Yes, create a task, mentioning add to existing account so salesperson knows an account exists), send email + route based on lead routing criteria => ideally I would already create them than as a contact, can HS do that?
If a new person comes in and nothing exists, follow the existing process.
Can we do this in HS or should I search for a way to get it done in SFDC?
Thank you in advance!
