Register FREE
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:
-
Lifecycle Reporting
-
Source and Conversion Reporting
-
Syncing Person Data
-
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