How to Improve HubSpot and Salesforce Integration with State and Country Picklists

2 min read
January 2023

HubSpot is an efficient platform for targeted inbound marketing that allows your company to maximize sales. Inbound marketing offers a unique way to connect with your customers personally to deliver positive experiences. As you well know, the main challenge in any organization is poor communication and misaligned goals.

Market research shows that most companies lose millions in potential revenue due to misalignment between marketing and sales teams. As a result, these misaligned objectives cause unhealthy friction within the sales funnel and affects revenue.

However, when you integrate HubSpot and Salesforce, you capture a wholesome look of the entire sales funnel and align the company goals.

How to Organize State and Country Picklist to Enhance Salesforce

When your data is constantly inaccurate or inconsistent, organization efficiency stagnates. Salesforce offers many valuable features to help your company standardize and validate data provided by users.

The State and Country Picklist is one helpful feature to consider. It allows users to choose countries and states from standardized, predefined lists rather than entering them into the desired fields manually. All the picklists are ISO certified with the standard values and can pair with other applications seamlessly.

Customize Data Entry to Allow Seamless Integration Between HubSpot and Salesforce

Once activated, they provide for simple and quicker data entry. Subsequently, cleaner data is made available on dashboards and reports for analysis. More importantly, they preserve data integrity and prevent typos and variations.

Often, companies use the IP country provided by HubSpot, but this may cause errors. Due to this concern, there’s inconsistency as you are leaving the integration susceptible to spelling or error differences on the entered values and text in Salesforce. So, to ensure you avoid any sync errors when syncing between Salesforce and HubSpot, it is vital to follow the steps below to ensure State and Country picklists in Salesforce and HubSpot integrate flawlessly.

  1. First, configure the country and state values you need to use in your Salesforce. This vital step enables you to input customized country, territory, and state values. Moreover, it ensures that the corresponding territory/country data matches the respective third-party applications.

  2. Secondly, scan the Salesforce information and customization. Update conversations, convert data and make edits on list views, workflow rules, and reports to ensure continuity in the text field type.

  3. Thirdly, convert all the identified information accordingly. The conversion procedure allows you to input the multiple values in the organization to create standard picklist values.

  4. After converting the data, turn on the picklist for the users and configure country and state values. Scan for all affected data and correct them before you execute this step.

When you fail to complete all the mentioned steps, users may use picklists found in new records. Nonetheless, existing data incompatible with your format can affect data integrity and consistency.

Let an Expert Do It for You

By integrating HubSpot and Salesforce with the assistance of a skilled consultant, it will be easier to customize your integration to maximize success on each platform. Remember that aligning tasks and goals between your sales and marketing team is the only way to increase ROI.

At Coastal, we believe that companies shouldn’t rely on external providers to fulfill their CRM needs, so we created the first HubSpot Salesforce integration course to empower your team to manage your integration. Enroll now.

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