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

HubSpot Salesforce Integration Experts