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rulpats
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Member since ‎Jan 31, 2022
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Rahul Patekar

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Activity

rulpats on July 15, 2024
I need to change Hubspot Task Priority Value to 'High.' Currently, when it comes in SFDC after the sync it comes as 'Normal.' How can we change this? I could not find option to edit the values. Thanks, Rahul
rulpats on April 03, 2024
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 read more
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Participant
April 17, 2024
Hi @LaurenRyan Thanks for your detailed feedback. I had to turn back on the 'create and associate companies with contact' setting since for the Hu...read more
rulpats on April 03, 2024
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 read more
0 upvote
3 Replies
Participant
April 17, 2024
Hi @LaurenRyan Thanks for your detailed feedback. I had to turn back on the 'create and associate companies with contact' setting since for the Hu...read more
Solved
rulpats on April 02, 2024
I wanted to filter a list based on Job Title. I need title containing 'IT' but the issue is it also takes contacts with titles - DigITal etc. What's the way to create this list? Thanks, Rahul
rulpats on March 26, 2024
Hi team, At this stage, activities in Hubspot get added as tasks in SFDC to integration users - this only happens if there is no contact owner mentioned in Hubspot. If the contact owner is known then those get assigned to the particular owner in SF read more
Solved
rulpats on March 26, 2024
Hi team, We have a form where there is a custom field called - 'Comments or Question' Is there a way to copy that value from the comment field to the salesforce task under the description section? I know these two are different objects, so copyi read more
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