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How to Remove Leads from the HubSpot Salesforce Integration

Salesforce users typically use both the Lead and Contact object in Salesforce. As you know, HubSpot uses the Contact object which syncs to both Leads and Contacts in Salesforce. This creates issues with:

  1. Lifecycle Reporting

  2. Source and Conversion Reporting

  3. Syncing Person Data

  4. And so much more

In this session, learn why teams using the HubSpot Salesforce integration are abandoning the Lead object and taking an entirely new approach. Explore this approach and learn how to move forward without using Salesforce Leads.

 

Access the recording in the Navigators Community.

Learn

How Leads Function in the HubSpot Salesforce Integration

Consider

Ditching Salesforce Leads

Explore

a New Approach to Inquiry Management 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

Challenges with using Leads

10:05 AM
10:15 AM

Removing Leads from the Integration

10:15 AM
10:30 AM

Demo: New Method of Inquiry Management

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