Creator of the HubSpot Salesforce Integration Course and the Navigators Community.
I help overwhelmed marketers get the data they need from Salesforce to market effectively in HubSpot using the native HubSpot Salesforce integration.
Hey, @rulpats - if the Company sync is enabled, HubSpot will create Companies that meet the Account creation criteria in Salesforce.
If you ...read more
You can filter to Salesforce Deleted = True. This only works if you are NOT deleting the records in HubSpot when you delete them in Salesforce. You c...read more
@SyN-Thmn this is easily accessible in Salesforce under Setup. Search in the Quickfind box for Installed Packages. Click into the HubSpot Package a...read more
@elanashama , unfortunately, it's either/or on an account-wide level. You can create automation in Salesforce to auto convert Leads to Contacts base...read more
You can enroll contacts/leads in a HubSpot workflow from the HubSpot Visualforce component in Salesforce. However, many of our clients use Sales Hub in addition to Salesforce for sales enablement tools. It would be great for teams that prefer to wor read more
Our team put together a comprehensive guide on how to implement the RevOps framework in 5 simple steps.
Here's an outline of the topics covered:
1. What is Revenue Operations?
Revenue Operations (RevOps) is a B2B fun read more
Hey there! I've recently started receiving this error message in the Optimize section of all of my HubSpot CMS blog, website, & landing pages. After some digging, it looks like my pages have a duplicate of the HTML header tag. Any idea how to fi read more
The 'create and associate companies with contacts' feature has caused a few issues in an org we work with that's integrated with Salesforce. If the company domain is not set, a new company is created. This was unnoticed for a while and created over read more
Should I apply?
Well, let’s share what we’re looking for. Then you can decide!
We’re looking for a team member that…
Loves creating efficiencies using HubSpot Workflows
Values a small team dynamic & cares both who they’re working for a read more
Why We're Here
We're a people-first learning organization invested in the value that HubSpot and Salesforce provide B2B Enterprise organizations. We implement HubSpot, integrate HubSpot and Salesforce, and teach our clients how to master their s read more