Understanding Field Compatibility and Mapping 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.
See
how data syncs between HubSpot and Salesforce
Understand
data compatibility in the integration
Learn
how to create and map data
The Details
Agenda
Here's how we will maximize your 45-minute investment.
10:00 AM
Welcome & Kickoff
10:00 AM
10:05 AM
Integration Data Sync 101
10:05 AM
10:15 AM
Data Compatibility
10:15 AM
10:30 AM
Demo: Field Creation and Mapping
10:30 AM
10:35 AM
Live Q&A
10:35 AM
10:40 AM
Closing & Next Steps
10:40 AM
Meet your Teachers