Seamless HubSpot-Salesforce Integration Guide in 8 Steps

HubSpot and Salesforce Integration

Integrating HubSpot with Salesforce creates a seamless bridge between your marketing and sales teams, allowing for a synchronized workflow and data sharing. This integration is designed to be fast, reliable, and powerful, requiring no technical setup from the user's end.

Streamline your HubSpot Salesforce integration with Bardeen's automation playbooks.

HubSpot Salesforce Integration Guide

To get started with the HubSpot-Salesforce integration, you'll need to have 'Account Access' permissions in your HubSpot account and appropriate permissions in your Salesforce account. The integration process begins and ends in HubSpot, with steps to be completed in Salesforce throughout.

1. In your HubSpot account, navigate to the Marketplace icon in the top navigation bar, then select App Marketplace.
2. Use the search bar to find the Salesforce integration.
3. Click 'Install app'.
4. If connecting to a Salesforce sandbox, select the 'Yes, this will connect to a sandbox' checkbox.
5. Click 'Log in to Salesforce' and enter your Salesforce credentials. After logging in, you'll be redirected back to HubSpot to continue the installation process.
6. Follow the prompts to install HubSpot in Salesforce, including adding the HubSpot Visualforce module to Salesforce for enhanced functionality.
7. Choose your data sync settings between HubSpot and Salesforce. HubSpot will create mappings between HubSpot properties and Salesforce fields. If the Salesforce field does not have a matching HubSpot property, a new property will be created in HubSpot.
8. Review your selected data sync settings and click 'Finish setup and begin syncing'.

Upon completion, you'll be redirected to your Salesforce integration settings in HubSpot, and data syncing between HubSpot and Salesforce will commence.

HubSpot Salesforce Sync

The integration allows for a two-way sync between HubSpot and Salesforce. This includes syncing contacts, companies, deals, and custom objects. You can manage what gets synced and how it syncs through the integration settings in HubSpot.

• Contacts and leads from Salesforce can be synced as contacts in HubSpot.
• Companies in HubSpot sync with accounts in Salesforce.
• Deals in HubSpot sync with opportunities in Salesforce.
• Custom objects can also be synced between the two platforms.

Sync settings allow you to specify what happens when records are created or updated in either system, ensuring data consistency and integrity.

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Integrating HubSpot with Salesforce

For a successful integration, ensure that all necessary permissions are set in both HubSpot and Salesforce. This includes API access and the appropriate user profile permissions in Salesforce, as well as 'Account Access' permissions in HubSpot.

Once the integration is installed, it can be managed and configured within HubSpot. This includes setting up field mappings, sync settings, and handling sync errors. The integration's 'Sync Health' tab in HubSpot provides a view of API call usage and sync errors, helping you maintain a healthy data sync between the platforms.

Overall, the HubSpot-Salesforce integration enhances the alignment between marketing and sales, enabling more effective lead management, personalized marketing efforts, and improved sales outcomes.

Integrating Salesforce with HubSpot enables a powerful synergy between sales and marketing efforts, ensuring seamless data flow and enhanced alignment. While this integration can be set up manually as described, leveraging automation tools like Bardeen can significantly streamline the process, saving time and minimizing errors. For those looking to optimize their Salesforce and HubSpot interaction, automating key workflows becomes an invaluable strategy.

Experience the efficiency of automation with these Bardeen playbooks:

1. Sync New HubSpot Deal to Salesforce: This playbook ensures real-time synchronization of new deals from HubSpot to Salesforce, maintaining data accuracy and streamlining sales operations.
2. Sync HubSpot Contact to Salesforce as New Contact: Automatically transfer HubSpot contacts to Salesforce, keeping your CRM systems aligned and up-to-date without manual data entry.
3. Sync HubSpot Contacts to Salesforce Accounts: Effortlessly map and sync contacts from HubSpot to corresponding Salesforce accounts to ensure uniform data across both platforms.

Embrace the power of automation to enhance your Salesforce and HubSpot integration for more effective collaboration and data management. Begin your journey by downloading the Bardeen app.