Common Pitfalls When Integrating Salesforce and HubSpot

San Diego
Tue, Nov 8, 11:00 AM (PST)

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About this event

Even though HubSpot and Salesforce can be seen as competitors many companies still use Salesforce as their central database or as their sales database, but the marketing teams use HubSpot. In this SDHUG, we will discuss some of the common pitfalls when integrating Salesforce and HubSpot.

What we will cover:

  • Overview of the Salesforce integration 
  • Whats required at setup
  • Planning for custom objects
  • Field types not matching during mapping
  • Limitations of SFDC reference and formula fields
  • Missing picklist options
  • Unclear on what trigger points should sync contacts from HubSpot to SFDC
  • Not clearly defining sync rules for field mapping
  • Tools to help
  • Responsibility matrix
  • KB articles
  • Customer journey map (lifecycle stage definitions)
  • Sync Health section of the integration

Speaker

When

Tuesday, Nov 8
11:00 AM - 12:00 PM (PST)

Host

  • Alex Meade

    Alex Meade

    Beacons Point, Inc

    VP of Sales & Marketing

Organizer