Deep Dive: Picklists in the HubSpot Salesforce Integration

Mapping data between HubSpot and Salesforce is essential when using the HubSpot Salesforce integration. In this session, we'll focus on mapping HubSpot dropdown select properties with Salesforce picklists.

We'll cover:
- Creating and mapping this data
- Use cases and implications of using multi-select picklists vs picklists
- Dependent picklists in Salesforce
- Picklist sync errors and how to solve them

A recording is available in the Navigators Community.

Learn

how picklists sync in the integration

Understand

how to use picklists in the integration

See

how to solve picklist sync errors

The Details

Agenda

Here's how we will maximize your 45-minute investment.

10:00 AM

Welcome & Kickoff

10:00 AM
10:05 AM

Defining Picklists

10:05 AM
10:15 AM

Using Picklists in the HubSpot Salesforce Integration

10:15 AM
10:30 AM

Managing Picklist Sync Errors

10:30 AM
10:40 AM

Closing & Next Steps

10:40 AM
Meet your Teachers

HubSpot Salesforce Integration Experts