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
Agenda
Here's how we will maximize your 45-minute investment.
Welcome & Kickoff
HubSpot Salesforce Integration 101 - Data Mapping
How to Add Fields to the Integration
How to Update Fields in the Integration
How to Limit Data in the Integration
Live Q&A
Closing & Next Steps
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.