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asgJim
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Membro desde ‎jan 11, 2017
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Solucionado
asgJim on Janeiro 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 Leia mais
Responder Discussão Salesforce
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9 Respostas
asgJim
Participante
Outubro 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...Leia mais
Solucionado
asgJim on 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 Leia mais
Responder Discussão
3 avaliações positivas
10 Respostas
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...Leia mais
Solucionado
asgJim on 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 Leia mais
Responder Discussão
3 avaliações positivas
10 Respostas
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...Leia mais
Solucionado
asgJim on 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 Leia mais
Responder Discussão
3 avaliações positivas
10 Respostas
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...Leia mais
Solucionado
asgJim on Janeiro 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 Leia mais
Responder Discussão Salesforce Workflows
4 avaliações positivas
4 Respostas
asgJim
Participante
Janeiro 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...Leia mais
Solucionado
asgJim on Janeiro 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 Leia mais
Responder Discussão Salesforce Workflows
4 avaliações positivas
4 Respostas
asgJim
Participante
Janeiro 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...Leia mais
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