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