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LaurenKennedy
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Top Contributor | Diamond Partner
Member since ‎Mar 24, 2021
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  • Upvotes Given
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Lauren Ryan

HubSpot Salesforce integration expert leading Coastal Consulting

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Solved
ckokayi on February 07, 2024
For Contacts records that are being synched to SF, The record owner is set to the SF Integration user. Thus when a marketing email is sent out it has the from address as SF Integration User - so the user is seeing the email with the integration nam read more
0 upvote
7 Replies
Top Contributor | Diamond Partner
February 08, 2024
@ckokayi all records synced from HubSpot without an assigned owner that is in sync with Salesforce will have the integration user as the owner. ...read more
rulpats on January 23, 2024
We have one field named as 'opportunity stage' in Hubspot. I could not see its mapping with SF. I was wondering if this is a default property and how does it work. It is updating as per the opportunity stage in SF. Thanks, Rahul
1 upvote
6 Replies
Top Contributor | Diamond Partner
January 26, 2024
@rulpats the screenshot is really helpful! Yes, this is a standard property in the integration. It's "Created by HubSpot," but it's created b...read more
rulpats on January 23, 2024
We have one field named as 'opportunity stage' in Hubspot. I could not see its mapping with SF. I was wondering if this is a default property and how does it work. It is updating as per the opportunity stage in SF. Thanks, Rahul
1 upvote
6 Replies
Top Contributor | Diamond Partner
January 26, 2024
@rulpats the screenshot is really helpful! Yes, this is a standard property in the integration. It's "Created by HubSpot," but it's created b...read more
Solved
KGallucci on January 11, 2024
Hello! I've built a workflow for a form fill. After the form is completed, if the lead exists in Salesforce and the SFDC Lead Status = Nurtured, I want the SFDC lead status to be set back to "New". In Hubspot, it says that the step was completed s read more
0 upvote
4 Replies
Top Contributor | Diamond Partner
January 11, 2024
@KGallucci what is the field mapping for this property in the Contact property mapping settings in the integration? Two potential issues: ...read more
Solved
ESalvatierra4 on January 10, 2024
Hello community, I'm curious if anyone has experiencing managing a complex HubSpot to SFDC sync trigger. Our team uses both platforms for marketing and sales data repectively and recently noticed that sync triggers initiative "all or nothing" syncs read more
Top Contributor | Diamond Partner
January 10, 2024
Thanks @Jnix284 ! @ESalvatierra4 - to make sure I understand, are you referring to a different sync setting other than two-way? For the majority o...read more
Solved
JDid on January 04, 2024
We're having issues with Active workflows not being available in Salesforce. The workflow is set to allow enrollment from Salesforce, but when you search for it, it does not appear in the list. I've tried pasting the exact workflow name in, and noth read more
0 upvote
4 Replies
Top Contributor | Diamond Partner
January 08, 2024
Perfect! Then you solved your own issue. 🙂
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