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krjoly
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Membro desde ‎jun 12, 2019
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Katie Joly

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krjoly on Janeiro 18, 2021
"Create a Salesforce task" step in Workflows
Hello, We are looking to have Hubspot create Salesforce tasks for certain scenarios (e.g., an existing client contact has downloaded something from our website). We've added the "Create a Salesforce task" step in many of our Hubspot workflows, Leia mais
Responder Discussão Integrations
1 avaliações positivas
4 Respostas
krjoly
Participante
Fevereiro 24, 2021
Hi @Phil_Vallender It's possible. Honestly, I gave up trying to figure it out. But I could try adding some time delay steps in the workflows a...Leia mais
krjoly on Janeiro 18, 2021
"Create a Salesforce task" step in Workflows
Hello, We are looking to have Hubspot create Salesforce tasks for certain scenarios (e.g., an existing client contact has downloaded something from our website). We've added the "Create a Salesforce task" step in many of our Hubspot workflows, Leia mais
Responder Discussão Integrations
1 avaliações positivas
4 Respostas
krjoly
Participante
Fevereiro 24, 2021
Hi @Phil_Vallender It's possible. Honestly, I gave up trying to figure it out. But I could try adding some time delay steps in the workflows a...Leia mais
krjoly on Janeiro 18, 2021
"Create a Salesforce task" step in Workflows
Hello, We are looking to have Hubspot create Salesforce tasks for certain scenarios (e.g., an existing client contact has downloaded something from our website). We've added the "Create a Salesforce task" step in many of our Hubspot workflows, Leia mais
Responder Discussão Integrations
1 avaliações positivas
4 Respostas
krjoly
Participante
Fevereiro 24, 2021
Hi @Phil_Vallender It's possible. Honestly, I gave up trying to figure it out. But I could try adding some time delay steps in the workflows a...Leia mais
Solucionado
krjoly on Dezembro 09, 2020
Passing new leads to Salesforce and new contacts from an existing client
Currently, we only pass new MQLs from Hubspot to the Salesforce Lead object for our SDRs to follow-up with. However, I'm being asked to also pass new contacts from an existing client (e.g., a new contact from an existing client attends a webinar) to Leia mais
Responder Discussão Integrations
0 avaliações positivas
3 Respostas
krjoly
Participante
Dezembro 11, 2020
Thanks @StefaniUAT I will see if we can make this work. It seems that the two "tools" (Selective Sync & the Inclusion List) need to be used tog...Leia mais
Solucionado
krjoly on Dezembro 09, 2020
Hubspot - Salesforce Ownership for Activity Sync
Hello, Our company is exploring syncing some marketing-based Hubspot activities (forms submitted, email viewed) to Salesforce as tasks for our Account Executive or Client Success Managers to follow-up with their clients on (AEs and CSMs work in Leia mais
Responder Discussão Integrations
0 avaliações positivas
3 Respostas
krjoly
Participante
Dezembro 11, 2020
Thanks @StefaniUAT . I'll see what I can do and will look into the "Master property" that you mentioned - haven't heard/seen that anywhere before. ...Leia mais
Solucionado
krjoly on Dezembro 09, 2020
Passing new leads to Salesforce and new contacts from an existing client
Currently, we only pass new MQLs from Hubspot to the Salesforce Lead object for our SDRs to follow-up with. However, I'm being asked to also pass new contacts from an existing client (e.g., a new contact from an existing client attends a webinar) to Leia mais
Responder Discussão Integrations
0 avaliações positivas
3 Respostas
krjoly
Participante
Dezembro 11, 2020
Thanks @StefaniUAT I will see if we can make this work. It seems that the two "tools" (Selective Sync & the Inclusion List) need to be used tog...Leia mais
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