LaurenRyan

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Lauren Ryan

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.

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KBrowning8 le Avril 25, 2023

Using new Salesforce Integration User License?

Has anyone set up a Salesforce integration using one of the new integration user licenses that Salesforce provided? Our Salesforce admin attempted to use one of the licenses for an integration (not our HubSpot integration) and it failed. We are he Lire la suite

Répondre Discussion Integrations

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LaurenRyan

Contributeur de premier rang | Partenaire solutions Diamond

Avril 16, 2024

Are you getting any permission errors under the Activity sync? And, are you able to access the HubSpot Embed as expected?

rulpats le Avril 03, 2024

Don't want new accounts to be created SF because of Hubspot

I don't want new accounts created in SFDC because of Hubspot. What is the best way to achieve this keeping the sync on? #1. I have disabled the create and associate companies with contacts settings just recently. I think it only helps in not cr Lire la suite

Répondre Discussion Integrations

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LaurenRyan

Contributeur de premier rang | Partenaire solutions Diamond

Avril 16, 2024

Hey, @rulpats - if the Company sync is enabled, HubSpot will create Companies that meet the Account creation criteria in Salesforce. If you ...Lire la suite

ShubhamDak le Mars 14, 2024

Display Salesforce Changes in HubSpot

I integrated hubspot with salesforce. whatever changes made in salesforce it is reflected in hubspot. so if i delete some records from salesforce it is deleted from hubspot also. so i just wanted to know how can i display that deleted records histor Lire la suite

Répondre Discussion Integrations

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4 Réponses

LaurenRyan

Contributeur de premier rang | Partenaire solutions Diamond

Mars 15, 2024

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...Lire la suite

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kaburke le Septembre 16, 2020

A Step by Step Guide to setting up your SFDC integration

I created the below as a project for one of my customers and within days, I was sharing it and changing it for multiple customers of mine so I wanted to share the non-personalized one here. This is the bare bones for setting up a simple HubSpot/Sa Lire la suite

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LaurenRyan

Contributeur de premier rang | Partenaire solutions Diamond

Mars 11, 2024

@SyN-Thmn this is easily accessible in Salesforce under Setup. Search in the Quickfind box for Installed Packages. Click into the HubSpot Package a...Lire la suite

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kaburke le Septembre 16, 2020

A Step by Step Guide to setting up your SFDC integration

Répondre Discussion How To

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LaurenRyan

Contributeur de premier rang | Partenaire solutions Diamond

Mars 11, 2024

@SyN-Thmn this is easily accessible in Salesforce under Setup. Search in the Quickfind box for Installed Packages. Click into the HubSpot Package a...Lire la suite

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ckokayi le Février 07, 2024

Hubspot emails sent with from Owner (Salesforce Integration User)

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 Lire la suite

Répondre Discussion Professional

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LaurenRyan

Contributeur de premier rang | Partenaire solutions Diamond

Février 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. ...Lire la suite

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