What does this Salesforce template do?
Pipeline CSV with stages, probabilities, and marketing influence flag properties for reporting alignment with HubSpot.
What's included
- Pipeline CSV
- Influence rules doc
Common use cases
- Marketing ops — Documented starting point for your stack.
How to import into Salesforce
- 1
Download the config pack
You'll receive Flow JSON, CSV field maps, or step-by-step clone documentation.
- 2
Open Setup or Flow Builder
Use Flow Builder for automations, or Object Manager for assignment rules and fields.
- 3
Import or recreate
Import Flow JSON in sandbox first, or follow the doc to clone actions manually.
- 4
Validate in sandbox
Test with sample leads before deploying to production.
How to customize for your stack
Extend
Add Slack or CRM branches per operator notes in email.
Anton Chisliuk · AI Marketing Ops · Updated September 2026