{"id":151556,"date":"2016-10-14T05:28:51","date_gmt":"2016-10-14T05:28:51","guid":{"rendered":"https:\/\/mikedrizzo.com\/?p=151556"},"modified":"2016-10-14T05:28:51","modified_gmt":"2016-10-14T05:28:51","slug":"tracking-sync-time-in-hubspot-and-salesforce","status":"publish","type":"post","link":"https:\/\/mikedrizzo.com\/2016\/10\/14\/tracking-sync-time-in-hubspot-and-salesforce\/","title":{"rendered":"Tracking Sync Time In HubSpot and Salesforce"},"content":{"rendered":"

There’s a ton of research<\/a> on how impactful ‘speed-to-lead’ is on the sales process. The faster your leads end up in the call queue, the more likely you are to convert them to an opportunity and customer.<\/p>\n

Our team is\u00a0always attempting to measure\u00a0how long it takes our leads to make it to the sales team. So, I built a way to track that. If you want to copy what I’ve done feel free! Alternately, if you have suggestions on how to improve on this tracking or suggestions to\u00a0improve the speed at which sync occurs between HubSpot + Salesforce please let me know in the comments or send me a message on my contact page<\/a>.<\/p>\n

Before we get started I think it’s important to note that our organization used the “inclusion list” functionality of the HubSpot and Salesforce integration. This causes additional snags in sync time so we wanted to measure what our average was…<\/p>\n

In order to get this going you’ll need to setup some things in both HubSpot and Salesforce:<\/p>\n

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  1. Multiple HubSpot Workflows<\/li>\n
  2. Custom Salesforce Fields (For calculations)<\/li>\n
  3. Smart Lists (HubSpot)<\/li>\n<\/ol>\n

    Ready to track your speed to lead with HubSpot and Salesforce?\u00a0Let’s go!<\/p>\n

    Step 1: Build Custom Field in HubSpot<\/strong><\/p>\n

    First you’ll want to build a custom NUMBER field in HubSpot. You can call it whatever you like, but I chose to call mine “HubSpot to SFDC Delay”.<\/p>\n

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    Step 2: Build Custom Lists in HubSpot<\/strong><\/p>\n

    I built one\u00a0list in HubSpot called “Workflow List | Leads Created Today – On Inclusion List – Not Synced”. We’ll call it “Workflow List” from now on.<\/p>\n

    The name of this list is pretty clear on it’s purpose but to break that down further here is what it does:<\/p>\n

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    1. It looks for leads\u00a0where:\n