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Sep 21, 2020 8:53 AM
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
Solved! Go to Solution.
Sep 22, 2020 3:59 PM - edited Sep 22, 2020 4:01 PM
Hi @Maryna123 and thanks for the tag @natsumimori,
As a rule, the Salesforce integration should always look for duplicates (using the email address) as EITHER a Lead or a Contact before it creates anything (in your case, a Lead).
There are some configuration issues on either end that can break this. Here is a post in the community that covers those issues: https://community.hubspot.com/t5/Marketing-Integrations/Salesforce-duplications/td-p/186210
Hope this helps.
Dec 19, 2022 3:08 AM
The HubSpot and Salesforce integration allows marketing and sales teams to exchange data between HubSpot and Salesforce smoothly and continuously, and maintain stability.
In the marketing and sales database, Hubspot and Salesforce togetherly act like a bridge allowing activity and information to move seamlessly between the two. With the HubSpot Salesforce integration your sales team will consistently have the most up-to-date leads from your marketing team and your marketing team will know the latest information on those opportunities.
Here is the installation process for Salesforce And HubSpot Integration
Dec 20, 2022 9:36 AM
Hi @ethanlucasca, hope you are doing well!
Thanks for sharing 🙂
Best,
Diana
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Sep 21, 2020 10:53 PM
Hi @Maryna123 ,
Thank you for sharing your question in the HubSpot Community.
I wanted to tag in some subject matter experts here: @trevorjones71 and @bradmin , could you please share your advice for @Maryna123 ?
Sep 22, 2020 3:59 PM - edited Sep 22, 2020 4:01 PM
Hi @Maryna123 and thanks for the tag @natsumimori,
As a rule, the Salesforce integration should always look for duplicates (using the email address) as EITHER a Lead or a Contact before it creates anything (in your case, a Lead).
There are some configuration issues on either end that can break this. Here is a post in the community that covers those issues: https://community.hubspot.com/t5/Marketing-Integrations/Salesforce-duplications/td-p/186210
Hope this helps.