Which steps you need to pay attention to
In order to take advantage of a more complete perspective and enable more informed decisions. In this article we will see what the benefits of a good integration between HubSpot and Salesforce are , and how Exelab favors the integration of HubSpot by providing concrete savings in time and resources. Index HubSpot and Salesforce Integration: Things to Watch Out for Common challenges The Exelab solution HubSpot and Salesforce Integration: Things to Watch Out for If you are reading this article, there are two possibilities: either you have just implemented one of the two CRMs and want to make it communicate with the other correctly right away, or you are already using a HubSpot-Salesforce integration, but have encountered some problems.There are many common India Telegram Number Data difficulties, especially at the beginning. We have a lack of or incorrect data synchronization, which leads to an incomplete or outdated data flow. Or, you might find yourself wondering how to handle API calls, or if you're a little more familiar with development, you might be just stuck on the API, not knowing how to proceed. Whatever your case: if you stop the gears of your CRM to understand what the problem is, not only are you wasting a lot of precious time, but you also risk - if you make careless changes - making the situation worse. This is why it becomes essential, even if you resort to do-it-yourself, to remember some basic concepts for this type of integration. 1) What data do you want to migrate, and where? If you want to use the Salesforce dashboard.
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Know that you will be able to connect multiple HubSpot accounts to a single Salesforce, but to do this you will need to install and implement the integration in each HubSpot account. However, if you use HubSpot as your base console, you will only be able to integrate with Salesforce once. As a consequence of this choice, different scenarios open up: you may in fact need to create, update or delete a contact in HubSpot corresponding to a lead in Salesforce. Or, vice versa. Then, it's also worth asking yourself if you want to set up a lifecycle sync for a contact in HubSpot, based on the information you get from Salesforce.
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