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asgJim
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asgJim en Enero 11, 2017
Salesforce Person Account Import
We're a new hubspot subscriber trying to complete our integation by importing all of our salesforce data. The problem is, we use person accounts and no one at hubspot support seems to be familiar with them. I'd ideally like to be able to use t Leer más
Responder Conversación Salesforce
0 Me gusta
9 Respuestas
asgJim
Participante
Octubre 09, 2018
@gustavo1212 Sorry, We no longer subscribe to hubspot so I don't have that info for you. We were using person accounts so there was only ever one...Leer más
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asgJim en Abril 14, 2017
Set contact owner with hidden field on form?
We're running into an issue with trying to use workflows to set contact owner. The problem is, our contacts are syncing to salesforce BEFORE the workflows run. The workflows set the contact owner in hubspot. So, the contact is being created in sa Leer más
Responder Conversación
3 Me gusta
10 Respuestas
asgJim
Participante
Abril 20, 2017
@bradmin Yes, the leads are created from hubspot forms and going directly into hubspot. If you map the hubspot owner to the salesforce lead owner...Leer más
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asgJim en Abril 14, 2017
Set contact owner with hidden field on form?
We're running into an issue with trying to use workflows to set contact owner. The problem is, our contacts are syncing to salesforce BEFORE the workflows run. The workflows set the contact owner in hubspot. So, the contact is being created in sa Leer más
Responder Conversación
3 Me gusta
10 Respuestas
asgJim
Participante
Abril 20, 2017
@bradmin Yes, the leads are created from hubspot forms and going directly into hubspot. If you map the hubspot owner to the salesforce lead owner...Leer más
Resuelta
asgJim en Abril 14, 2017
Set contact owner with hidden field on form?
We're running into an issue with trying to use workflows to set contact owner. The problem is, our contacts are syncing to salesforce BEFORE the workflows run. The workflows set the contact owner in hubspot. So, the contact is being created in sa Leer más
Responder Conversación
3 Me gusta
10 Respuestas
asgJim
Participante
Abril 20, 2017
@bradmin Yes, the leads are created from hubspot forms and going directly into hubspot. If you map the hubspot owner to the salesforce lead owner...Leer más
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asgJim en Enero 25, 2017
Need a workflow to delete associated companies and deals
We imported all of our data from salesforce into hubspot and I'm in the process of cleaning it up so we're only marketing to the right contacts. However, we have external sales reps that sell deals for our company. We do not want to market to Leer más
Responder Conversación Salesforce Workflows
4 Me gusta
4 Respuestas
asgJim
Participante
Enero 27, 2017
@MayPascaud Thanks for the reply. Regarding your first comment, yes that is mostly true, the owner will be the same for the contact, company, and...Leer más
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asgJim en Enero 25, 2017
Need a workflow to delete associated companies and deals
We imported all of our data from salesforce into hubspot and I'm in the process of cleaning it up so we're only marketing to the right contacts. However, we have external sales reps that sell deals for our company. We do not want to market to Leer más
Responder Conversación Salesforce Workflows
4 Me gusta
4 Respuestas
asgJim
Participante
Enero 27, 2017
@MayPascaud Thanks for the reply. Regarding your first comment, yes that is mostly true, the owner will be the same for the contact, company, and...Leer más
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