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Robert Owen (Recurrency) 님이 #Sales And Marketing에 질문했습니다
2020년 8월 19일 오후 5:02

Issue with Hubspot tasks being assigned in Salesforce?

I'm having an issue where the hubspot integration is assigning tasks to only one person (who's not on hubspot), where do I solve it in salesforce?
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  1. Lakhan Meghani (Cube84) Forum Ambassador
    2020년 8월 20일 오후 6:37
    Got it....

     

    Your contacts from Hubspot are going to sync as lead/contact in SFDC.

     

    If it is lead, then there should be some lead assignment rules/process builder/workflow/trigger on lead.

     

    you can find lead assignment rules in quick find of setup

     

    If it is syncing contact from Hubspot as contact in SFDC then there would be process builder/workflow/trigger on contact.

     

    To find whether contacts from Hubspot synced to SFDC are leads or contact! GO TO Hubspot, click on gear icon from top right -> click on connected apps -> click on Salesforce and check sync setting

     

    I think, probably you have lead assignment rules in SFDC.

     

    Let me know if i can help you more

     

    Thanks
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