HubSpot Salesforce Integration for Better Sales and Marketing

If you're using HubSpot and Salesforce as your sales and marketing platforms, you might be wondering how to integrate them for better alignment and efficiency. In this blog post, we'll show you how to connect HubSpot and Salesforce, what benefits you can expect from the integration, and some best practices to follow. But first, let's understand what HubSpot and Salesforce are, and why they are so popular among sales and marketing professionals.

What is Hubspot?

HubSpot is a leading inbound marketing and sales software that helps you attract, engage, and delight your prospects and customers. HubSpot offers a suite of tools that cover various aspects of your sales and marketing funnel, such as website creation, SEO, content management, email marketing, social media marketing, lead generation, lead nurturing, CRM, sales automation, analytics, and more.

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What is Salesforce?

Salesforce is a leading cloud-based CRM platform that helps you manage your customer relationships and interactions. Salesforce offers a range of products that cover various aspects of your sales cycle, such as contact management, opportunity management, pipeline management, forecasting, quoting, contract management, order management, billing, customer service, and more.

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What is HubSpot and Salesforce integration?

HubSpot and Salesforce integration is the process of connecting your HubSpot and Salesforce accounts so that data can flow seamlessly between them. This allows you to sync your contacts, leads, opportunities, campaigns, and other information across both platforms.

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Why should you integrate HubSpot and Salesforce?

Integrating HubSpot and Salesforce enables a smooth exchange of data between these systems, ensuring that information is consistent and up-to-date across both platforms. Let's break down the integration process in detail:

Contact and Lead Sync:

HubSpot to Salesforce: Contacts and leads entered or updated in HubSpot can be automatically synced with Salesforce. This includes basic information like names, email addresses, phone numbers, and any other relevant details.

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Salesforce to HubSpot: Similarly, if you make changes or additions in Salesforce, the data can be mirrored in HubSpot. This bidirectional sync helps maintain a unified database.

Deal and Opportunity Management:

HubSpot to Salesforce: Opportunities created in HubSpot can be transferred to Salesforce as deals. This ensures that your sales team can work with the same set of information, regardless of whether they are using HubSpot or Salesforce.

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Salesforce to HubSpot: Any updates or changes made to deals or opportunities in Salesforce will be reflected in HubSpot, providing a comprehensive view of your sales pipeline.

Marketing Campaign Integration:

HubSpot to Salesforce: Marketing campaigns and their associated data (such as leads generated, email engagement, and website visits) in HubSpot can be integrated with Salesforce. This allows your sales team to see the impact of marketing efforts on lead generation and conversions.

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Salesforce to HubSpot: Information about campaign responses and engagements recorded in Salesforce can be sent back to HubSpot, providing marketing teams with a holistic view of campaign effectiveness.

Automation and Workflows:

HubSpot to Salesforce: Workflows and automation set up in HubSpot can trigger actions in Salesforce, streamlining processes and reducing manual work for your teams.

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Salesforce to HubSpot: Conversely, Salesforce workflows can trigger actions in HubSpot, ensuring that changes made in one system are reflected in the other.

Customization:

Both HubSpot and Salesforce allow for the customization of fields and data, and the integration typically supports the syncing of custom data fields.

Real-Time Updates:

Changes made in either HubSpot or Salesforce are reflected in real-time across both platforms, ensuring that everyone in your organization has access to the most current and accurate information.

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How to integrate HubSpot and Salesforce?

There are two main ways to integrate HubSpot and Salesforce:

Use the native HubSpot-Salesforce connector: 

This is the easiest and most recommended way to integrate HubSpot and Salesforce. The native connector is built by HubSpot and supported by both platforms. It allows you to sync data bi-directionally between HubSpot and Salesforce, customize your sync settings, map your fields, enable deduplication, and more. You can find the instructions on how to set up the native connector here.

Use a third-party integration tool:

If you have more complex or specific integration needs that the native connector cannot meet, you can use a third-party integration tool such as Zapier, Workato, PieSync, or others, along with the expertise of Zapier Consultants. These tools allow you to connect HubSpot and Salesforce with other apps and services, create custom workflows and logic, handle advanced data transformations, and more. However, they may require more technical skills and maintenance than the native connector.

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Best practices for integrating HubSpot and Salesforce

To make the most of your HubSpot-Salesforce integration, here are some best practices to follow:

Define your goals and use cases: 

Before you start integrating HubSpot and Salesforce, you should have a clear idea of what you want to achieve with the integration, what data you want to sync, how often you want to sync it, what rules you want to apply, etc. This will help you choose the right integration method and configure it properly.

Align your sales and marketing teams:

 Integrating HubSpot and Salesforce is not only a technical process but also a strategic one. You should involve both your sales and marketing teams in the integration project, align them on the common goals and definitions, agree on the roles and responsibilities, communicate the changes and benefits, train them on how to use the integrated platforms, etc.

Monitor and optimize your integration: 

After you set up your integration, you should monitor its performance and results regularly. You should check for any errors or issues in the data sync, troubleshoot them promptly, update your sync settings as needed, measure the impact of the integration on your sales and marketing metrics, etc.

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Conclusion

Integrating HubSpot and Salesforce can help you improve your sales and marketing alignment, efficiency, effectiveness, customer experience, reporting, etc. You can use the native HubSpot-Salesforce connector or a third-party integration tool to connect your platforms. You should also follow some best practices to ensure a successful integration project.

If you're planning to integrate these powerhouse platforms and want expert guidance, we've got you covered, one of the best Salesforce consulting companies in the USA! Let's chat about how our expertise can fuel your success. Connect with us today and take the first step towards a more streamlined and efficient business journey!

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