playbook Template

Sync New HubSpot Deal to Salesforce

This workflow automatically updates Salesforce deals when a new deal is created in HubSpot, ensuring data consistency and streamlined sales processes.
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When HubSpot Deal is created
When HubSpot Deal is created
Get HubSpot Deal
Get HubSpot Deal
Create Salesforce lead
Create Salesforce lead

How does this playbook work?

This workflow automatically updates Salesforce deals when a new deal is created in HubSpot, ensuring data consistency and streamlined sales processes.
  • HubSpot deal creation trigger
  • Corresponding Salesforce deal ID mapping
  • Updated Salesforce deal with HubSpot details

This automation seamlessly updates Salesforce deals based on new deal creations in HubSpot.

Upon the creation of a new deal in HubSpot, the workflow is triggered, subsequently retrieving the details of the newly created deal from HubSpot. These details include the name, value, expected close date, and stage of the deal. Finally, the corresponding deal in Salesforce is located and updated with these details. This ensures that sales information remains consistent and up-to-date across both platforms, which is crucial for:

  • Aligning sales strategies
  • Providing accurate forecasting
  • Ensuring seamless customer experience across sales channels
Note: This workflow leverages the integration capabilities of Bardeen, connecting HubSpot and Salesforce seamlessly. Customization options allow for additional fields to be synchronized as needed.

Adopt this automation to maintain consistency and accuracy in your sales processes.

Step 1: Install the Bardeen App

First, download and install the Bardeen app.

Step 2: Navigate to the Magic Box

Open the Bardeen app and go to the Magic Box. Enter the prompt:

When HubSpot deal is created, update Salesforce deal

Step 3: Integrate the Workflow Integrations

Integrate both HubSpot and Salesforce into your Bardeen app. This is necessary for the workflow to access and modify deals.

Step 4: Run the Workflow

To begin automating, execute the workflow. It performs the following tasks:

  • Monitors for new deals created in HubSpot.
  • Retrieves the details of the newly created deal.
  • Then, it updates the corresponding deal in Salesforce with the retrieved details.
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How Does Syncing Deals from HubSpot to Salesforce Enhance Sales Strategy?

HubSpot and Salesforce Integration

Integrating HubSpot with Salesforce can streamline your sales and marketing processes, ensuring data consistency across both platforms. This integration allows for the seamless transfer of leads, contacts, and deal information, enabling better alignment between sales and marketing teams.

Looking to enhance your sales and marketing alignment? Adopt the HubSpot-Salesforce integration workflow with Bardeen now.

Setting Up the Integration

To begin, you need to connect your HubSpot and Salesforce accounts. This process is initiated from HubSpot's side and requires no technical setup. Once the connection is established, you can customize which records to sync, such as contacts, companies, and deals, and configure the data flow between the two platforms.

It's crucial to understand the integration user concept. This Salesforce user facilitates the connection and determines which records are visible and, therefore, syncable with HubSpot. By adjusting the integration user's permissions, you can control which data is shared between HubSpot and Salesforce.

Syncing Deals from HubSpot to Salesforce

After setting up the integration, you can sync deals from HubSpot to Salesforce. This ensures that any updates made in HubSpot are reflected in Salesforce, keeping sales data up-to-date. The sync can be configured to run automatically, ensuring real-time data consistency.

Automate your workflow and keep your sales data synchronized. Enable HubSpot-Salesforce deal sync with Bardeen.

Remember, the sync settings are highly customizable. You can specify which properties and fields are mapped between HubSpot and Salesforce, allowing for a tailored integration that meets your specific business needs. Additionally, you can set up selective sync to control precisely which records are shared between the two platforms, based on criteria such as record type or field values.

For any sync errors or to manage your integration settings, HubSpot provides a detailed view where you can monitor the health of the integration, view error logs, and adjust settings as needed. This helps ensure that your integration runs smoothly and that your data remains consistent across both platforms.

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