Asking for advice: Hubspot<>Pipedrive Integration issues
Currently working on HubSpot and Pipedrive integration, but I've encountered several issues when it comes to lead routing: only the organization and deal objects are being created, but not the person associated.
Also 2-way sync is limited only to fields that are "free-text" type, so I was suggested to clone fields that are "single-option" into "free-text" ones and then update them via a workflow in PD, but this is not working unless I do a manual update in the object first, which is not scalable.
Anyone with experience in this integration that can provide some advice?
Thank you!
Comments
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Did you able to resolve this issue?
If not please get in touch after a week, we are planning to try HubSpot sync.
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@Akhil_Supermeet.ai no, we are using zapier to sync some fiels that are not allowed via the Hubspot cnnector 2-way. Let me now if you have more insights. Also I'm looking into recording email engagement from Hubspot to Pipedirve.
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@Urban Sports Club Campaigns , sure. Please feel free to email me at akhil@supermeet.ai .
Happy to help with what I know.
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Hi @Urban Sports Club Campaigns
My colleague @Markus Leming suggested the following fix:
- Create and activate the workflow in the screenshot below (it’s basically identical to the one posted but without the extra trigger condition. Also, the field update is dynamic so if you have other values in that field then this will be ported over accordingly)
- Create a deal filter with the condition that the original single option Lead source field is not empty
- Update the new text-based Lead source in bulk to any value
- You should then see the new field update with the right information so all existing records are updated
- Then delete the workflow as this was only for one time migration
We'd recommend testing it with one deal first. The whole process shouldn’t take more than 5 min
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