Salesforce <> Hubspot Integration Audit

Is your Salesforce-HubSpot integration not performing as expected? Are you uncertain whether it was configured correctly from the start? Let us assist you in evaluating your integration and providing valuable recommendations. Our comprehensive audit includes the following key areas:

1. Settings Audit: We'll review the current configuration of your integration settings and offer recommendations for optimization as necessary.

2. API Calls and Sync Errors Audit: We'll help you identify and prioritize any errors related to API calls and data synchronization.

3. Inclusion List Evaluation: We'll assess your inclusion list to determine its effectiveness and suggest potential enhancements.

4. Contact, Company, and Deal Property Sync: We'll evaluate the properties being synchronized, including the number, type, and status of each sync.

5. Events Sync: We'll examine the synchronization of events and recommend improvements where needed.

Let us help you get the most out of your Salesforce-HubSpot integration.

NOTE: This Audit evaluates the health of the Hubspot<>Salesforce Integration App, for more information visit this knowledge base article

What is NOT Included:

• Implementation 
• Additional Consulting hours 
• Debugging or error fixing
• Training
• Custom Object sync evaluation
• Any custom integration evaluation
• Custom Integration work 
• Migrations

If you would like to include any of the options above, please contact us here