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bradmin
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Membre depuis ‎mars 3, 2017
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Brad Mampe

Former HubSpotter, knows a thing or two about integrations, not much else. I deliver a lot of bad news. It's not that your idea is dumb, or that you lack a skill set. It's that a lot of software is an exercise in Hobson's choices.

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lizzienom le Juin 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?
Répondre Discussion Salesforce
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bradmin
Conseiller clé
Juin 16, 2020
Hi, @lizzienom . This guide can show you how to accomplish this, but it's a nontrivial setup.
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AshleiValles le Juin 16, 2020
Sync Errors with Sales Force
I am getting sync errors saying that the user in SalesForce is inactive. This is the case as several sales reps have left. I can change the owner/user to myself but don't want to do so for opportunities so others can see the history. Any suggestions Lire la suite
Répondre Discussion Salesforce
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bradmin
Conseiller clé
Juin 16, 2020
Hi, @AshleiValles . While reassigning records to an active owner is a best practice, there's another step you can try in the interim. Reactivate the...Lire la suite
Billsen le Juin 11, 2020
Allow a Sales Rep to Pause, Halt, or Restart a HubSpot From a SalesForce Contact Record
First, let me state that I am not a SalesForce expert. Now, what I am trying to do to make it drop-dead simple for any of our Sales reps to pause, halt, restart, enroll or re-enroll a specific contact into a HubSpot workflow. I have a couple of mu Lire la suite
Répondre Discussion Salesforce
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bradmin
Conseiller clé
Juin 15, 2020
Hi, @Billsen . There is a Visualforce page in the package that you can add to your lead and contact page layouts in Salesforce. However, it will onl...Lire la suite
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Drishtii le Juin 05, 2020
Trying to sync CSM owners from Salesforce to Hubspot
Hello community, I am trying to sync our CSM owners associated with Accounts on Salesforce to the Companies on Hubspot. Having this setup helps give context as to which rep is working on which account and also enables automating some emails. Lire la suite
Répondre Discussion Salesforce
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bradmin
Conseiller clé
Juin 09, 2020
With a small number of looked-up values, that can still be a workable solution. It'll be up to you to modify that HubSpot picklist with new label-valu...Lire la suite
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Drishtii le Juin 05, 2020
Trying to sync CSM owners from Salesforce to Hubspot
Hello community, I am trying to sync our CSM owners associated with Accounts on Salesforce to the Companies on Hubspot. Having this setup helps give context as to which rep is working on which account and also enables automating some emails. Lire la suite
Répondre Discussion Salesforce
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3 Réponses
bradmin
Conseiller clé
Juin 09, 2020
With a small number of looked-up values, that can still be a workable solution. It'll be up to you to modify that HubSpot picklist with new label-valu...Lire la suite
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Mirza le Juin 04, 2020
Leads not being created in Salesforce
i have integrated Hubspot and Salesforce. Completed all the steps with no errors. Still can't see leads in Salesforce, why? Link i used to integrate hubspot with salesforce: https://knowledge.hubspot.com/salesforce/install-the-hubspot-salesf Lire la suite
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bradmin
Conseiller clé
Juin 08, 2020
Hi, @Mirza . Opening up a case with HubSpot Support is likely your most direct path to resolution. Assuming there's nothing wrong with the configura...Lire la suite
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