Seamless HubSpot-Salesforce Integration Guide in 5 Steps

HubSpot and Salesforce Integration

Integrating HubSpot with Salesforce enables seamless synchronization of data between marketing and sales teams, ensuring both systems are up-to-date and in harmony. This integration supports a bidirectional flow of data, including contacts, leads, and customer activities, allowing for more informed decision-making and personalized customer experiences.

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How to Integrate HubSpot with Salesforce

The integration process primarily starts and ends within HubSpot, with certain steps requiring action in Salesforce. It involves the installation of a Salesforce managed package, the assignment of a Salesforce permission set, and the addition of Visualforce pages in Salesforce. Once installed, configuration and management of the integration, including field mappings and sync settings, are handled within HubSpot.

1. In your HubSpot account, navigate to the marketplace icon in the main navigation bar, then select "App Marketplace."
2. Use the search bar to locate and select the Salesforce integration.
3. Click "Install app." If connecting to a Salesforce sandbox, ensure to select the corresponding checkbox.
4. Log in to Salesforce when prompted and complete the installation of the HubSpot package in Salesforce.
5. Configure the integration settings in HubSpot, including field mappings and sync preferences.

Enhance your integration process by automating HubSpot and Salesforce data sync. Learn more about Sync HubSpot Contact to Salesforce as New Contact.

HubSpot Salesforce Integration Best Practices

Adhering to best practices ensures a successful integration between HubSpot and Salesforce, optimizing data flow and utilization across both platforms.

• Lead Management: Decide whether Salesforce leads or contacts will be created from new HubSpot contacts based on your sales process. Utilize HubSpot's deduplication features to manage leads effectively.
• Field Mapping: Carefully map HubSpot properties to Salesforce fields, considering data types and sync rules to avoid errors and ensure data integrity.
• Inclusion Lists and Selective Sync: Use inclusion lists in HubSpot to manage which contacts sync to Salesforce, focusing on quality leads. Salesforce's selective sync feature can further refine this process.
• Reporting: Determine your primary reporting system. While Salesforce offers detailed sales reports, HubSpot's marketing reports provide valuable insights into marketing activities.
• Sandbox Testing: Utilize a Salesforce sandbox to test the integration and data flow before going live, ensuring a smooth transition and minimizing potential issues.

By focusing on these key areas, organizations can leverage the strengths of both HubSpot and Salesforce, enhancing marketing and sales efforts with accurate, timely, and actionable data.

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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.