Syncing Salesforce Opportunity Contact Roles in HubSpot for Better Sales Operations

The customer, a leader in the IT services and IT consulting industry, was using Salesforce as its CRM and HubSpot as its marketing automation platform. However, syncing SFDC opportunity contact roles in HubSpot through custom objects was a bit of a challenge as it is not easy to differentiate which contact has a role to which opportunity.

The customer wanted to sync the SFDC opportunity contact roles in HubSpot so that their sales team has clarity on which lead is to be contacted and when. They wanted to track specific custom data for revenue attribution and improve their sales team’s productivity.

Download this case study to learn how we helped the customer to:

• Successfully Sync Salesforce Opportunity’s Contact Roles in HubSpot
• Set up HubSpot Workflows Automation
• Increased visibility across sales and marketing teams
• Witness a 40% Increase in Sales Productivity