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  1. Integrate ML Platform with Salesforce

  2. Click on Setup Measurement under the Salesforce Tile on the Integration page

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  3. Click on the ABM Signals Setup tab

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  4. Toggle the Setup & Activate buttons. To facilitate the daily push sync of account engagement data, Madison Logic will automatically create custom fields on the Account object

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  1. Add Madison Logic’s Custom Fields to the Account Page Layout

    1. Classic

    2. Lightning

  2. To test that the synchronization is working as intended, enter an existing HubSpot Company SFDC Account ID and click Send

  3. To activate the daily synchronization of data, toggle the Activate Tab

Madison Logic Custom Fields

Madison Logic will automatically create custom fields in the Account object on your behalf to hold the account-level engagement data. The fields below will be created:

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