Retaining Salesforce Lead Owners When Bulk-Converting to Contacts

Do you find that Salesforce leads changing owners when they are converted into contacts is causing confusion among your sales team? In Salesforce, companies set their own rules and thresholds for when...

Taming the Two-Way Sync: Preventing Duplicates in HubSpot Before They Sync Into Salesforce

Are your CRMs being flooded with duplicates as a result of the Hubspot-Salesforce sync? It can be a huge headache to manage. Duplicate records are not just technical nuisances; they have real implicat...

Deduplicating When Salesforce’s Contacts-Linked-to-Multiple-Accounts Feature Is Active For A Better Sales Experience

Salesforce's Contacts-Linked-to-Multiple-Accounts feature provides businesses the flexibility to link a single contact with multiple accounts. This is particularly useful in complex business scenarios...

Mirroring Company Hierarchies Between Salesforce and HubSpot for ABM

In account-based marketing (ABM), the importance of maintaining child-to-parent company associations and company hierarchies cannot be overstated. These associations are critical to understanding a co...

Salesforce Lead Routing: Solving Common Issues to Close More Deals

Lead routing in Salesforce is the process of automatically assigning leads to the appropriate sales representatives or teams based on predefined criteria. Lead routing helps organizations ensure that ...

Salesforce Account and Contact Owner Match: Using Flow Automation for Efficient ABM

ABM effectiveness requires consistent data and well-defined data policies that facilitate what’s known as a “single customer view.” A single customer view describes a data quality state where employee...

The Top 3 Salesforce Email Automation Apps

Initially, Salesforce emerged as primarily as a sales solution; however, it has since evolved into the world's leading CRM platform. Today, Salesforce serves as a comprehensive organizational engine, ...

Case Study: Improve Lead Scoring with Accurate Child-Parent Associations and a HubSpot+Salesforce Sync

This post is part of a series that explores problems our customers have fixed using Insycle. Each post outlines the challenge and shows the solution step by step. The Problem: An Active CRM Sync Made ...

Top 3 Salesforce-Google Sheets Connector Apps

Salesforce delivers many powerful features and tools for managing data. But many companies prefer to bulk-update and perform data maintenance with Google Sheets. Google Suite, the business subscriptio...

Top 7 Salesforce Excel Connector Apps

Salesforce Account and Contact Owner Match: Using Flow Automation for Efficient ABMSalesforce offers a powerful modern interface for managing data, but many companies prefer using Microsoft Excel for ...

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