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Deep Dive - Syncing Leads and Contacts

How well do you really know the HubSpot Salesforce integration? To start, did you know that Salesforce Leads and Contacts both sync to HubSpot Contacts?

Now you do!

Take a deep dive on how Leads and Contacts sync to HubSpot Contacts in the HubSpot Salesforce integration.

Leave this training feeling empowered to manage and optimize this part of the native HubSpot Salesforce integration.

Join the Navigators Community to access the recording for this training session.

Explain

how Leads and Contacts sync to HubSpot

Create

new Lead and Contact fields to sync with HubSpot

Use

Salesforce Lead and Contact data in HubSpot

The Details

Agenda

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

10:00 AM

Welcome & Kickoff

10:00 AM
10:05 AM

HubSpot Salesforce Integration 101 - Data Mapping

10:05 AM
10:10 AM

How to Add Fields to the Integration

10:10 AM
10:15 AM

How to Update Fields in the Integration

10:15 AM
10:25 AM

How to Limit Data in the Integration

10:25 AM
10:35 AM

Live Q&A

10:35 AM
10:40 AM

Closing & Next Steps

10:40 AM
Meet your Teacher

The HubSpot Salesforce Integration Expert

In addition to being a Salesforce Ranger with 5 Salesforce Certifications and 36+ HubSpot Certifications, Lauren Ryan is a HubSpot Certified Trainer.

First, she brought us the HubSpot Salesforce Integration Course. Now, she joins us for free training on the HubSpot Salesforce integration.