Popular HubSpot + Salesforce automations
Why automate HubSpot and Salesforce workflows?
Your proactive teammate — doing the busywork to save you time
Integrate your apps and websites
Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.
Perform tasks & actions
Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.
Combine it all to create workflows
Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.
Available actions & triggers
Guides and tips for HubSpot + Salesforce workflows
Learn more about the apps
FAQs
Bardeen integrates HubSpot and Salesforce through their APIs, creating a smooth data flow between the two. It automates actions in Salesforce based on triggers from HubSpot and vice versa, enhancing lead management and customer experiences.
With Bardeen, sales teams can seamlessly sync their HubSpot and Salesforce data. For instance, they can copy all HubSpot companies to Salesforce as new accounts, ensuring that their customer databases are always up-to-date and aligned across platforms.
Automating tasks in HubSpot can be a game-changer in optimizing your time and elevating your impact, especially if you're in Sales or Marketing. By automating repetitive tasks such as email follow-ups, scheduling appointments, or updating contact information, sales teams can focus more on building relationships and closing deals. For marketers, automating social media posts, blog publishing, and campaign tracking frees up time for crafting more effective strategies. The automation capabilities of HubSpot can significantly boost efficiency and productivity, allowing you to focus on the core aspects of your business that truly drive growth.
Automating tasks in Salesforce can be a game-changer for boosting productivity and amplifying your impact, particularly for sales and recruiting professionals. For the sales teams, it means automatic updates of lead statuses, instant report generation, and seamless follow-up scheduling, which saves significant time and reduces potential for human error. For recruiters, it allows for efficient candidate tracking and automated communication, thereby accelerating the hiring process. Implementing automation in Salesforce frees up more time for critical tasks, such as strategic planning or building relationships with potential leads or candidates, ultimately driving your success to new heights.
HubSpot acts as a central hub for managing customer data, which can be seamlessly integrated with Salesforce via Bardeen, streamlining marketing and sales processes.
Salesforce is largely a customer relationship management (CRM) tool, while HubSpot is an all-in-one marketing, sales, and service platform with a built-in CRM.