Inclusion List vs. Selective Sync in the HubSpot Salesforce Integration

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  • Опубликовано: 19 сен 2024
  • Teams using the HubSpot Salesforce integration often want to control the data flow between HubSpot and Salesforce. This means they don't want all of their HubSpot data in Salesforce right away or all of their Salesforce data available to HubSpot.
    In this video, we'll answer:
    1. What is a HubSpot Salesforce integration Inclusion List?
    2. What is Selective Sync in the HubSpot Salesforce integration?
    3. How do I use an Inclusion List in the HubSpot Salesforce integration?
    4. How do I use Selective Sync in the HubSpot Salesforce integration?
    You'll leave this session knowing how to control when data syncs from HubSpot to Salesforce and how to hide data or records in Salesforce from the HubSpot integration.
    Ready to master the HubSpot Salesforce integration?
    1. Enroll in the HubSpot Salesforce Certification Course: bit.ly/3yKFMoB
    2. Register for an upcoming live training session: bit.ly/3AK5v12
    3. Join the Navigators community for teams using the HubSpot Salesforce integration: bit.ly/3X44Mix
    Disclaimer: All data displayed is for demonstration purposes only. No PII has been shared.

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