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LaurenKennedy
Top Contributor | Diamond Partner
(She/her)
Top Contributor | Diamond Partner
Member since ‎Mar 24, 2021
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  • solutions
    30
  • Replies
    73
  • Upvotes Given
    28
  • Upvotes Received
    120
  • Ideas
    2

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Lauren Kennedy

HubSpot Salesforce integration expert leading Coastal Consulting

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Solved
TH7 on January 17, 2023
Minimum Date Rollup Property
TL;DR Is there a way to create a minimum date rollup property? For example, let's say I create a custom conversion record for every completed meeting. Those meeting conversion records are associated with a company. I want to fill in a field on t read more
Reply Discussion Enterprise
0 upvote
5 Replies
LaurenKennedy
Top Contributor | Diamond Partner
January 19, 2023
That's what I would do! The manual update and add "First Converted Meeting Date" is unknown to the workflow enrollment criteria.
Solved
TH7 on January 17, 2023
Minimum Date Rollup Property
TL;DR Is there a way to create a minimum date rollup property? For example, let's say I create a custom conversion record for every completed meeting. Those meeting conversion records are associated with a company. I want to fill in a field on t read more
Reply Discussion Enterprise
0 upvote
5 Replies
LaurenKennedy
Top Contributor | Diamond Partner
January 19, 2023
That's what I would do! The manual update and add "First Converted Meeting Date" is unknown to the workflow enrollment criteria.
GFuoco on January 10, 2023
Property doesn't exist - Field unavailable
Hi there! I am having an error while trying to integrate with Salesforce when I try to map the fields to sync, it says property doesn't exist, I cannot delete or edit it, it always throw me an error. Would you please help me clearing this one? I read more
Reply Discussion Integrations
0 upvote
3 Replies
LaurenKennedy
Top Contributor | Diamond Partner
January 12, 2023
Hi @GFuoco - It looks like this property hasn't been created in HubSpot or Salesforce as the "property doesn't exist." Often this error comes when ...read more
KaKaRoT on January 02, 2023
SFDC & HubSpot Marketing Contact Sync
Hi, Can anyone help me how to take care of the sync from SFDC to Hubspot and not get the contacts/leads as default to marketing contact? I want to make not all leads from Salesforce get marked as marketing contact which will exceed our limit. read more
Reply Discussion Admin Contacts CRM Enterprise Marketing
0 upvote
3 Replies
LaurenKennedy
Top Contributor | Diamond Partner
January 04, 2023
Hi @KaKaRoT - contacts added by Salesforce (and other integrations) are sent to non-marketing contacts by default ( reference here ). It's likely t...read more
KaKaRoT on January 02, 2023
Best Practices to Setup a Lead Scoring
Hi, We use HubSpot marketing hub which is integrated with Salesforce CRM. I want to know the best approach to set up the lead scoring model. What are the best practices and HubSpot properties to be considered for setting up the lead scoring mod read more
Reply Discussion
0 upvote
3 Replies
LaurenKennedy
Top Contributor | Diamond Partner
January 04, 2023
Hey @KaKaRoT - Scoring is typically a combination of measured intent and quality. So, does this person want to talk to/buy from us and are they som...read more
Solved
KBGallagher on December 12, 2022
How to sync Subject line in the workflow
Hi, we would like to utilize a workflow to create a task inside Salesforce when someone downloads a brochure. Workflow creation works, task creation in Salesforce works. The only issue is the subject line. It does not sync into Salesforce. Any sugge read more
Reply Discussion
0 upvote
8 Replies
LaurenKennedy
Top Contributor | Diamond Partner
December 20, 2022
@KBGallagher adding to the comments here - I created a Loom showing different methods I tried and what I eventually landed on . A silly mistake I ...read more
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