To mass delete HubSpot records (HubSpot Intelligence records, HubSpot logs, HubSpot log messages, HubSpot activities) from Salesforce, you need to: Generate a list of the HubSpot record IDs to be deleted Use Data Loader to mass delete the HubSpot records
- Generate a list of the HubSpot record IDs to be deleted.
- Use Data Loader to mass delete the HubSpot records.
How do I report on HubSpot activities in Salesforce?
You can also report on HubSpot activities in Salesforce. In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar. Under Manage, select Connected apps. Click Salesforce. Click the Activities tab. Click to toggle the Salesforce task sync switch on.
What can I do with the HubSpot-Salesforce integration?
With the HubSpot-Salesforce integration installed, you can sync HubSpot marketing and sales activities (e.g., emails, notes, meetings) with Salesforce tasks for a more complete picture of interactions with your leads and contacts and your team's productivity. You can also report on HubSpot activities in Salesforce.
How do I Sync my sales and marketing activities with HubSpot?
1 In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar. ... 2 In the Salesforce integration section, click the More dropdown menu and select View details. 3 Click the Activities tab. 4 Select the checkbox next to a HubSpot marketing or sales activity to sync to Salesforce as a task. More items...
How do I sync tasks from Salesforce to HubSpot?
The following fields on tasks in Salesforce will sync to HubSpot: To set up bidirectional sync for HubSpot and Salesforce tasks across both systems, enable timeline sync for HubSpot tasks. Please note: when you enable the Salesforce task sync, new Salesforce tasks will sync to HubSpot going forward.
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How do I remove HubSpot from Salesforce?
In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar. Under Manage, select Connected apps. Click Salesforce. In the upper right, click Disconnect.
How do I delete all data from HubSpot?
In your HubSpot account, navigate to Contacts > Lists. Click the name of the list....Select the contacts or companies you want to delete:To choose specific records, select the checkbox next to each contact or company.To select all records in the current page of the list, click the checkbox in the top left of the table.More items...•
How do I delete imported data from HubSpot?
Need to delete an imported list of contactsIf you have access to view imported record via your contacts page > Import (top right), you can go: Contacts > Imports > View Contacts (for specified Import) > Checkmark All. ... You can create a contact view to filter all the imported contacts to delete.More items...
How do I bulk delete HubSpot?
Delete: select to delete the records. In the dialog box, enter the number of records and click Delete. Users must have Bulk delete permission to delete multiple records. Create tasks: select to add a task to each selected record.
How do I delete a sequence in HubSpot?
To remove a step from your sequence, in the upper right, click the Actions dropdown menu and select Delete. When you have finished editing your sequence steps: To apply the changes you just made to the existing sequence, click Save existing.
How do I reset HubSpot?
Change your password when logged in to HubSpot In the Password row, click Reset password. In the dialog box, enter your current password and your new password. Click Reset password.
Can you delete deals in HubSpot?
0:190:54How To Delete A Deal From HubSpot - YouTubeYouTubeStart of suggested clipEnd of suggested clipFirst make sure that you are signed in to your HubSpot portal then go to sales. And select deals ifMoreFirst make sure that you are signed in to your HubSpot portal then go to sales. And select deals if you were in the board view make sure that you switch to the table view and in the table view simply
How do I undo an import in HubSpot?
There's no way of reverting your HubSpot data that's available to end-users. Your best bet is to open a support ticket and see if it's possible to revert your data to a backup pre-import. Good luck! "The rest of my advice has no basis more reliable than my own meandering experience.
How do I delete imported contacts?
On your Android phone or tablet, open the Contacts app ....Select an option.A single contact: Tap the contact. At the top right, tap More Delete. Delete.Multiple contacts: Touch and hold a contact and then tap the other contacts. Tap Delete. Delete.All contacts: At the top right, tap More Select all Delete. Delete.
How do I permanently delete contacts from HubSpot?
Contacts: In your HubSpot account, navigate to Contacts > Contacts.Click the name of the contact.In the left panel, click Actions, then select Delete.
How do I delete a view on HubSpot?
In the dialog box, enter a name for the cloned view, then click Save. A new view will be created with the same filters. Delete: delete the view. In the dialog box, click Delete to confirm.
How do I remove a contact from my list in HubSpot?
In your HubSpot account, navigate to Contacts > Lists. Click the name of the static list. In the list, select the checkboxes next to the contacts to remove from the list.
How to disconnect Hubspot from Salesforce?
In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar. Under Manage, select Connected apps. Click Salesforce. In the upper right, click Disconnect. In the dialog box, review the data and settings that will and will not be removed: The following will be removed: Salesforce integration settings.
Can you uninstall Salesforce integration?
Users with Admin permissions can uninstall the Salesforce integration in HubSpot. After disconnecting the integration in HubSpot , you'll remove the HubSpot integration package from your Salesforce account. If you have any contacts, companies, or deals that were previously assigned to Salesforce-only users, you'll get an email with instructions to reassign them to HubSpot owners.
How to view Hubspot activity?
In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar. Under Manage, select Connected apps. In the Salesforce integration section, click the More dropdown menu and select View details. Click the Activities tab.
How to create tasks in Hubspot?
To create tasks in HubSpot when tasks are created in Salesforce: In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar. Under Manage, select Connected apps. Click Salesforce. Click the Activities tab. Click to toggle the Salesforce task sync switch on. With this setting enabled, ...
How to specify Salesforce task type?
To specify the Salesforce task type for the activity, click the Salesforce task type dropdown menu and select a task type. If you don't select a specific task type (i.e., -- No task type -- is selected), the activity will sync to Salesforce as a task without a type.
Can you sync Hubspot with Salesforce?
With the HubSpot-Salesforce integration installed, you can sync HubSpot marketing and sales activities (e.g., emails, notes, meetings) with Salesforce tasks for a more complete picture of interactions with your leads and contacts and your team's productivity. You can also report on HubSpot activities in Salesforce.
Can Hubspot be synced with Salesforce?
You can sync HubSpot marketing or sales activities to Salesforce as tasks. For example, a contact opening a marketing email can sync to Salesforce as a task. If you're using HubSpot integrations, you can also sync associated contact activities to Salesforce as tasks.
Can you map Salesforce to Hubspot?
Yes. You can create field mappings to sync conversion data on the Salesforce lead and/or contact object to standard HubSpot contact properties. Mapping Salesforce lead and/or contact fields to HubSpot contact analytics properties will provide the most comparable experience to reporting on the HubSpot Intelligence object.
Can you import Salesforce contacts into Hubspot?
Yes. Users need a minimum of contacts view access in HubSpot in order to view content in the HubSpot Visualforce window in Salesforce. You can import your Salesforce users directly into HubSpot using HubSpot's Create user function.
