HubSpot Integration with Salesforce

Harnessing the full potential of customer relationship management (CRM) requires a unified approach that seamlessly integrates key platforms. Integrating HubSpot with Salesforce offers a powerful solution for increasing productivity, saving time and managing data. This blog post explores how combining these two leading platforms can enhance your CRM strategy and improve your business operations.

Understanding HubSpot and Salesforce

Integrating HubSpot with Salesforce can be a powerful move for businesses, as both platforms offer unique strengths. HubSpot is a scalable customer platform with a focus on marketing, sales, customer service, operations, and content management. It provides a suite of tools that enable companies to manage their online presence, automate marketing tasks, nurture leads, and track sales and customer interactions. It offers open APIs and hundreds of certified integrations, making it extremely flexible. Read on in our blog post about HubSpot to learn more about the platform and its integration possibilities.

Salesforce is a highly customizable CRM software that helps businesses manage and analyze customer interactions and data. With extensive third-party integrations and various tools, it can be used to improve your customer service and sales operations. We also offer a detailed review of Salesforce for more information.

Why integrate HubSpot with Salesforce?

By leveraging the combined strengths of HubSpot and Salesforce, your business can drive efficiency, improve data accuracy and foster growth. Here are all the ways it can help you:

• Bi-Directional Data Sync: Simplify data management by eliminating time-consuming manual data transfers. Synchronize all important business data such as contacts, leads and opportunities and ensure data accuracy across HubSpot and Salesforce.  
• Connect Marketing and Sales: Use Salesforce data to bridge the gap between marketing and sales teams for better visibility into customer interactions, enabling better collaboration. With the integration, you can avoid manually exporting and importing lists and campaign responses.
• Automated Workflows: The data sync between HubSpot and Salesforce and custom object sync will help you automate and streamline workflows, gain deeper insights, and empower scalability as well as data-driven decision-making for your business.

How do I integrate HubSpot with Salesforce?

Integrating HubSpot with Salesforce requires only a simple setup and can be accomplished quickly. Here is a step-by-step guide to setting up a HubSpot integration with Salesforce:

Preparation

Before you begin the integration process of HubSpot and Salesforce, there are a few things you need to be aware of. Make sure you have the following access and permissions enabled:

In your HubSpot account

• Have Account Access permissions

In your Salesforce account

• Have a Salesforce edition with API access, or Salesforce Professional
• Be a Salesforce administrator, or be assigned the HubSpot Integration Permission set
• Have all the following user permissions: API Enabled, View Setup and Configuration, Modify All on objects you would like to sync, Modify Metadata permission, Download AppExchange Packages permission, and Customize Application profile permission.
• Have the task Type field visible to your user profile

Installation

Once you have completed all necessary preparation steps, you can proceed with installing the HubSpot-Salesforce integration. To do this, follow the steps below, or visit HubSpot’s detailed setup guide:

• Navigate to the App Marketplace in your HubSpot account and search for the Salesforce integration.
• In the top right, click Install app, then click Log in to Salesforce.
• After entering your Salesforce information in the pop-up window and clicking Log In, you will be redirected back to the installation process in HubSpot.
• To then install HubSpot in Salesforce, click on Start the Salesforce package installation to begin. You will then be redirected to Salesforce. Choose Install for All Users, then click Install.
• A dialog box will then pop up where you can select Yes, grant access to these third-party web sites and then Continue.
• Once the HubSpot integration package has been successfully installed, you can choose to add the HubSpot Visualforce module to Salesforce or skip this step and install it at a later time.

Configuration

The next step is configuring your data synchronization settings. These can be changed at any time. Here you have the choice between the default Recommended setup and the Advanced setup. If you select Recommended setup, simply click Review settings. If you select Advanced setup, click Next and go through each setting one by one. Over the next few screens you will be able to configure your contact, activity, task, object and property sync settings. After reviewing your selected data sync settings, click Finish setup and begin syncing.

Conclusion: Transform Your Business with HubSpot and Salesforce

A HubSpot integration with Salesforce can be a strategic step for your business operations, uniting the powerful features of both platforms. HubSpot’s marketing, sales, and customer service tools, combined with Salesforce’s customizable CRM and extensive data management capabilities, provide a comprehensive solution for driving efficiency and growth. The integration of these two platforms offers seamless bi-directional data sync, eliminating the need for manual data entry, thus reducing the risk of errors and saving valuable time. This also ensures that your data is always up-to-date and accurate across both systems.

Moreover, it promotes efficient communication and strategy alignment between your marketing and sales teams by providing them with a unified view of customer interactions and data. Automated workflows further streamline your processes, allowing you to focus on making strategic data-driven decisions.

Setting up this integration and configuring your data sync settings is also straightforward and can be completed in just a few simple steps, allowing your business to quickly reap the benefits. This user-friendly installation means that even those with minimal technical expertise can successfully integrate the two systems with extensive training or support.

Are you ready to take your CRM strategy to a new level? Get started now, or reach out to us if you require further assistance or information!