HubSpot - Salesforce Integration Best Practices

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Maryna123
Participant

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!

 

0 Upvotes
1 Accepted solution

Accepted Solutions
trevorjones71
Solution
Key Advisor

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.

 

 

-Trevor

If my post resolves your issue, please accept my post as a solution.

View solution in original post

2 Replies 2
natsumimori
Community Manager

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 ?

0 Upvotes
trevorjones71
Solution
Key Advisor

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.

 

 

-Trevor

If my post resolves your issue, please accept my post as a solution.

View solution in original post