Hi everyone!!!! Anyone knowledgeable in Hubspot In...
# general
h
Hi everyone!!!! Anyone knowledgeable in Hubspot Integration? I have some questions, please? Context: The customer used SalesForce and Celigo to integrate data and convert them into a sales order in NS. There are salesperson fields that were added in the sales order form (Salesforce Data). The client decided to drop Salesforce and Celigo and then move to Hubspot. The question now is can we use the same fields from the SalesForce data tab or do we need to create add another tab then replicate the transaction body fields? Thank you.
t
Depends on what record type those custom fields were attached too. It sounds like you have custom records that are displayed in the "Sales Force Data" tab. I imagine that those fields are part of the Celigo bundle that was installed. If that is the case, if you remove the bundle, you will loose all those fields. Yes, most likely you will have to recreate all of it.
h
Thank you. Will check further.