Share this article…The time has come. One of the most interruptive calendar invites you can receive just popped up in your inbox. The marketing team is switching marketing automation platforms to HubSpot. And this needs to sync bidirectionally with Salesforce. In this post, I’ll give… Read More …
Here are highlights from article Salesforce and HubSpot Integration: An Admin’s Guide | Salesforce Ben
1. HubSpot-Salesforce Integration Overview:
– Integration is owned by HubSpot
– Install creates Salesforce Managed Package, Permission Set, and Visualforce Pages
– Configuration and management done in HubSpot
2. HubSpot vs. Salesforce Data Architecture:
– Salesforce uses Leads and Contacts for ‘people’ data, HubSpot only uses Contacts
– Progression from Lead to Opportunity to Customer tracked using HubSpot property Lifecycle Stage
– Deals in HubSpot are equivalent to Opportunities in Salesforce, Companies in HubSpot are equivalent to Accounts in Salesforce
3. What happens in HubSpot when a Lead is converted in Salesforce?
– Contact in HubSpot syncs with the Contact that the Lead was previously syncing to
4. Can HubSpot create multiple Contacts for Salesforce Leads or Contacts with the same email address?
– No, HubSpot only allows one record per email address
5. Do we have to sync Leads, Contacts, Accounts, Deals, and Activities to HubSpot?
– Only Contacts are required to be synced, all other objects are optional
You can read it here: https://sfdc.blog/pkrVS
Source from salesforceben(dot)com