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Recommended Process for Managing Leads
To ensure consistency and accuracy in your lead management, we recommend the following process:
Step 1: Direct All Leads to HubSpot First
All leads should initially come into HubSpot before syncing to Salesforce. This approach guarantees that your original source property remains uniform, eliminating the ambiguous "offline - SF integration" value that can complicate your reports.
Step 2: Maintain Accurate Source Information
To keep your sources accurate, follow these guidelines:
- Inbound Leads: These leads should enter HubSpot directly, where their original sources are saved and subsequently synced to Salesforce.
- Outbound Leads and Other Imports: Handle these through HubSpot, utilizing naming conventions and, in some cases, custom properties. This practice ensures that when these leads sync to Salesforce, you can clearly identify their origins.
Step 3: Configure Sync Rules
When setting up your sync rules, we recommend a two-way sync for the original source property. This ensures that the value from Salesforce doesn’t override the value in HubSpot. However, keep in mind that special cases may require custom processes.
Tailored Solutions for Complex Cases
At ScaleOps, we specialize in building integrations between HubSpot and Salesforce. While we often use the native integration, complex cases may call for a third-party integration tool like Make.
Importance of an Optimized Integration
Having an optimized integration between HubSpot and Salesforce is crucial for maintaining alignment between your marketing and sales teams. A well-managed integration ensures that all teams have access to accurate and consistent data, which is vital for making informed decisions.
How Do You Track Your Lead Sources?
How do you manage and track your lead sources across different platforms? If you have specific questions or need a customized solution, feel free to reach out to us.
At ScaleOps, we are committed to helping you achieve seamless integration and optimal performance with your CRM systems. Contact us today to learn more about our services and how we can assist you in streamlining your lead management process.
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