Seamless HubSpot-Salesforce Integration Guide in 5 Steps

Jason Gong
LAST UPDATED
June 6, 2024
TL;DR

Connect HubSpot and Salesforce by following these five steps.

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If you need to keep your CRM data in sync, try Bardeen's AI sales automation. It automates data syncs and ensures accuracy between HubSpot and Salesforce.

Integrating HubSpot with Salesforce is a powerful way to sync your customer data and streamline your sales and marketing efforts. In this step-by-step guide, we'll walk you through the process of connecting these two platforms, from understanding the prerequisites to configuring the essential settings. By the end, you'll have a seamless integration that enhances your CRM capabilities and drives better results for your business.

Preparing for HubSpot and Salesforce Integration

Before diving into the integration process, it's crucial to understand the prerequisites and ensure your HubSpot and Salesforce accounts are ready. Here's what you need to know:

  • Make sure you have the necessary permissions in both HubSpot and Salesforce. You'll need to be an admin or have the appropriate access levels to set up the integration.
  • Review the API access requirements for Salesforce. Depending on your Salesforce edition, you may need to enable API access or have a specific plan that includes it.
  • Check your account access permissions in HubSpot. You'll need to have the right level of access to configure the integration settings.

By taking care of these prerequisites, you'll be well-prepared to start the integration process and avoid any roadblocks along the way. Double-check your permissions and access levels in both platforms to ensure a smooth setup. For more tips, check out sales prospecting tools that can help you streamline your processes.

Implementing the Integration in HubSpot and Salesforce

Now that you've taken care of the prerequisites, it's time to dive into the actual integration process. Here's how to get HubSpot and Salesforce talking to each other:

  1. In your HubSpot account, go to the App Marketplace and find the Salesforce integration. Click "Install app" to begin the process.
  2. Log in to your Salesforce account when prompted and grant the necessary permissions for HubSpot to access your data.
  3. Install the HubSpot integration package in Salesforce. This may take a few minutes, so be patient.
  4. Once the package is installed, head back to HubSpot and continue the setup wizard. You'll have the option to add the HubSpot Visualforce module to Salesforce, which provides additional data visibility.
  5. Configure your data sync settings, including which contacts to sync, how to handle activities and tasks, and mapping object properties between the two platforms.

Pay close attention to the field mappings and sync preferences during this process. Making sure the right data is flowing between HubSpot and Salesforce is crucial for maintaining data integrity and ensuring your teams are working with accurate, up-to-date information. For a more efficient workflow, consider using automation tools to streamline tasks.

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Best Practices for Data Synchronization

To get the most out of your HubSpot and Salesforce integration, it's crucial to establish clear rules for data synchronization. This includes defining criteria for lead conversion and handling duplicate records.

Start by determining which leads should be converted into contacts in HubSpot based on their level of engagement or other key factors. This helps keep your database clean and ensures your team is focusing on the most promising opportunities.

Next, decide how you want to handle duplicate records. HubSpot and Salesforce have built-in deduplication features, but it's important to set up rules that align with your unique business processes. Consider factors like email address, company name, and other key fields when defining your deduplication criteria.

Another powerful strategy is to use inclusion lists and selective sync features. These tools allow you to refine the data that's synchronized between HubSpot and Salesforce, ensuring only the most relevant and high-quality information is shared between the two platforms. For example:

  • Create an inclusion list in HubSpot that only syncs contacts who meet certain criteria, such as having a specific job title or being associated with a high-value deal.
  • Use Salesforce's selective sync options to choose which objects and fields are synced with HubSpot, reducing clutter and focusing on the data that matters most to your team.

By taking the time to define your synchronization rules and leveraging advanced features like inclusion lists and selective sync, you can ensure your HubSpot and Salesforce integration is always working with the most accurate, up-to-date, and relevant data. Using a lead enrichment guide can also enhance your synchronization strategy.

Advanced Integration Features and Troubleshooting

HubSpot's Salesforce integration offers several advanced features to enhance data visibility and streamline workflows. One such feature is the HubSpot Intelligence Visualforce element in Salesforce. This powerful tool allows you to view HubSpot contact and company data directly within Salesforce, providing a comprehensive view of your leads and customers.

To leverage the HubSpot Intelligence Visualforce element:

  1. Add the element to your Salesforce page layouts for contacts, leads, and accounts.
  2. Customize the displayed HubSpot properties to align with your team's needs.
  3. Train your sales team on how to utilize this data to personalize their outreach and prioritize their efforts.

While the HubSpot Salesforce integration is designed to be robust and reliable, challenges may occasionally arise. Common issues include sync delays, field mapping discrepancies, and data inconsistencies between the two platforms.

To troubleshoot integration issues:

  • Check the sync status in both HubSpot and Salesforce to identify any errors or warnings.
  • Review your field mappings to ensure they are correctly configured and aligned between the two systems.
  • Verify that your integration settings, such as inclusion lists and selective sync, are properly set up and not inadvertently excluding critical data.
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If you're unable to resolve the issue, reach out to AI sales automation for assistance. They can help diagnose the problem and provide guidance on resolving it, ensuring your integration remains healthy and efficient.

Automate Your HubSpot and Salesforce Integration with Bardeen

Integrating HubSpot with Salesforce streamlines the flow of information between sales and marketing, ensuring up-to-date data across both platforms. While manual integration steps are straightforward, automating this process with Bardeen enhances efficiency, accuracy, and productivity.

Here are examples of how Bardeen can automate critical aspects of HubSpot and Salesforce integration:

  1. Sync HubSpot Contact to Salesforce as New Contact: Automatically transfer HubSpot contacts to Salesforce, ensuring your sales team has the latest information for follow-up and engagement.
  2. Sync New HubSpot Deal to Salesforce: Keep your sales deals aligned and up to date by syncing new HubSpot deals to Salesforce, maintaining consistency and accuracy in your sales strategy.

Adopt these automation strategies to streamline your HubSpot and Salesforce integration for improved sales and marketing alignment. Get started by downloading the Bardeen app.

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