Salesforce Integration - Sync Multiple Associated Companies

FourFold_Sltns
メンバー

Hello Everyone,


I'm working to configure the Salesforce integration, and am hoping for some insight into a use case.

 

We want to be able to sync Contacts, Companies and Deals. With the way that our data is set up, a contact can be associated with multiple companies. Our "companies" are school districts and individual schools, so we commonly have, for example, a principal who is associated with both their school and the parent district.

 

In my testing, only the contact's Primary company is syncing to Salesforce. Is there a way to ensure that all associated companies for a contact are synced?

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BérangèreL
コミュニティーマネージャー
コミュニティーマネージャー

Hi @FourFold_Sltns and Happy Friday!

Great question, thanks for asking the HubSpot Community!

I understand that you are referring to the HubSpot-Salesforce integration. Please let me know if that's not the case.

At this time, the HubSpot Salesforce integration supports syncing only the Primary company association for contacts.

I'd love to put you in touch with our Top Experts and Community Members: Hi @TomM2, @Sawyer_Klein and @patrick_adams can you think of a workaround to help @FourFold_Sltns, please?

Thanks so much and have a wonderful weekend!
Bérangère





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