SALESFORCE - HUBSPOT INTEGRATION

The Salesforce - HubSpot integration is a link built by HubSpot itself. It allows you to have automatic & bi-directional synchronization between HubSpot and Salesforce.

WHAT CAN INTEGRATION DO?

  • Bi-directional synchronization that automatically updates changes from one system to another
  • Choose which new records are synced from HubSpot to Salesforce and when
  • Automatically send data such as opened emails, form submissions, website activity and more to Salesforce
  • Send lead scores from HubSpot to Salesforce
  • Use details & data from Salesforce contacts or accounts in HubSpot
  • Send revenue data from closed won deals directly to HubSpot
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Salesforce sync dashboard
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Salesforce sync settings
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Salesforce field mapping
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HOW DO WE PROCEED?

When implementing a Salesforce integration, three steps must be addressed. With this proven method, we always end up with a successful result.

Functional assessment

Before we start establishing the link, we need to know exactly what the integration with Salesforce should be able to do. What data needs to be exchanged, what are the integration frameworks, and how will this affect processes in HubSpot/Salesforce? We answer these questions together in the functional assessment.

Configure

Now that the frameworks of the link between Salesforce and HubSpot are clear let's start laying the initial link and configuring it both on the HubSpot side and the Salesforce side.

Testing

This step speaks for itself: we test the link thoroughly, possibly in a sandbox (test environment), before putting it live and making it available to everyone in the company. During this step, we naturally stay in touch to discuss and resolve progress and any error messages.

Customers with Hubspot integrations

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WONDERING IF WE CAN BUILD AN INTEGRATION FOR YOU?

schedule a call

Shoot an appointment in our calendar on a day and time that suits you best. Then we'll work together to see how we can address your HubSpot issue!