These are convert to contacts and creat as opportunities
Posted: Sat Feb 22, 2025 6:51 am
A integrations and functions that Salesforce does not offer What should you pay attention to when integrating HubSpot & Salesforce? Although integrating HubSpot and Salesforce is not difficult. A companies are well advis to prepare processes and teams and clean up data records in advance . Read more about preparing and combining HubSpot and Salesforce in this blog article. Benefits of HubSpot Salesforce Integration It is also important to look at the difference in the contact data model of the two providers.
In Salesforce. A new prospects are add to the platform as kenya cell phone number list leadsand accounts during the process. In HubSpot. A on the other hand. A new prospects come into the system as contacts and a lifecycle phase bas on the customer journey indicates their sales progress from lead to customer. It also depends on the Salesforce landscape.
If your Salesforce account is highly customiz or if protect data is stor (e.g. in financial services or healthcare). A it is advisable to get help from an expert when linking Salesforce and HubSpot. In general. A many companies that use and integrate different systems or want to use data more comprehensively value the strategic and operational services of digital agencies. Digital agencies.
In Salesforce. A new prospects are add to the platform as kenya cell phone number list leadsand accounts during the process. In HubSpot. A on the other hand. A new prospects come into the system as contacts and a lifecycle phase bas on the customer journey indicates their sales progress from lead to customer. It also depends on the Salesforce landscape.
If your Salesforce account is highly customiz or if protect data is stor (e.g. in financial services or healthcare). A it is advisable to get help from an expert when linking Salesforce and HubSpot. In general. A many companies that use and integrate different systems or want to use data more comprehensively value the strategic and operational services of digital agencies. Digital agencies.