3 Workflows to Implement for the HubSpot Salesforce Integration
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3 Workflows to Implement in HubSpot
Here are the 3 challenges this guide will help you solve.
1 | Managing Marketing Contact Volume
This workflow will help you keep your marketing contact volume under control. Marketing contacts are the billable contacts in your HubSpot account. This is an important challenge to solve as it directly impacts the long-term cost of HubSpot.
2 | Identifying Leads and Contacts in HubSpot
Salesforce uses Leads and Contacts for contact information, and HubSpot syncs Contacts with both Leads and Contacts in Salesforce. For marketers that need to report on or track if a HubSpot Contact is a Lead or Contact in Salesforce, having an easy way to distinguish the difference is essential.
The Creator Behind the Guide
Lauren works in HubSpot & Salesforce every day and has tackled the messiest of data hygiene challenges. Benefit from her data battle scars and save time with this guide.