First a quick note:

Thank you for installing our app! We built this simple app to solve our most common pain points as Salesforce and HubSpot consultants at RevBlack. We built this is as an unmanaged package to allow installing users the ultimate control to make edits to the fields and code, if needed. That also means, that as an unmanaged package, if you ever install updated versions of this app, you will need to first uninstall the older version.

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If you have additional feedback about how to improve the app, or find any bugs, please reach out!

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Prep

• Already have installed the out-of-the-box HubSpot integration per these instructions.
• When installing, please review the components to ensure you don't have any existing custom fields, settings, LWC, or Apex with the same names of the components in our unmanaged package.
• Note: When installing into Sandbox or Production, be aware that you must have a connected HubSpot org that is syncing, in order to fully configure the app.

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Initial Setup

• Install package into your Salesforce org.
• Enter your HubSpot Hub Id for the connected HubSpot org.
• Go to Instruction + Setup Tab

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Contact + Lead Sync Setup

• Map "Record Id" and "HS: Contact Id".
• Map "Last Salesforce Sync Time" and "HS: Last Salesforce Sync Time".
• Add "HS: Contact Id", "HS: Last Salesforce Sync Time", "HS: Days Since Last Salesforce Sync Time", and "HS: Link" to Contact and Lead Page Layouts in Salesforce.

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Account Sync Setup

• From HubSpot, ensure that "Company" sync is enabled.
• Map "Record Id" and "HS: Company Id".
• Map "Last Salesforce Sync Time" and "HS: Last Salesforce Sync Time".
• Add "HS: Company Id", "HS: Last Salesforce Sync Time", "HS: Days Since Last Salesforce Sync Time", and "HS: Link" to Account Page Layouts in Salesforce.

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Opportunity Sync Setup

• From HubSpot, ensure that "Deal" sync is enabled.
• Map "Record Id" and "HS: Company Id".
• Map "Last Salesforce Sync Time" and "HS: Last Salesforce Sync Time".
• Add "HS: Deal Id", "HS: Last Salesforce Sync Time", "HS: Days Since Last Salesforce Sync Time", and "HS: Link" to Opportunity Page Layouts in Salesforce.
• Ensure your deals are in a pipeline syncing with Salesforce.

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Wrap Up

When it comes to the setup, that's pretty much it. Now feel free to check out the "Overview Page" and the HubSpot Sync Status Dashboard. Hopefully this helps improve your HubSpot and Salesforce experience.

If you still feel like Salesforce and HubSpot integration is lacking or that the data isn't quite right, feel free to schedule some time with us. We'd be happy to perform an audit of your HubSpot and Salesforce orgs and help you get your systems into a better place. Remember that even with the best integration in the world, if your underlying data quality and CRM implementation is a mess, you'll still run into issues. That's where the RevBlack consulting team can dive in and help.

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Watch our step-by-step guide here:

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