This is why it becomes essential, even if you resort to do-it-yourself, to remember some basic concepts for this type of integration. What data do you want to migrate, and where? If you want to use the Salesforce dashboard, 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 basic This is why it becomes essential, even if you resort to do-it-yourself, to remember some basic concepts for this type of integration. What data do you want to migrate, and where? If you want to use the Salesforce dashboard, know that you will be able to connect multiple.
HubSpot accounts to a single Salesforce
Will need to install and implement the integration in Taiwan Telegram Number Data each HubSpot account. However, if you use HubSpot as your basic 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.
These choices are not always easy
Because the extraordinary potential that the integration Arabia Whatsapp Number List of HubSpot and Salesforce can enable is not clear to everyone. 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. These choices are not always easy, because the extraordinary potential that the integration of HubSpot and Salesforce can enable is not clear to everyone.