Integration

HubSpot <> Salesforce Integration

This powerful "Native" bi-directional sync allows you to share data in real time between both platforms in a quick, efficient and enterprise fashion.

Maximizing Synergy: Salesforce Meets HubSpot CRM

Discover the ultimate growth-driving duo by integrating Salesforce with HubSpot. This connection breaks down data silos, delivering a unified view of your customers to supercharge your sales and marketing strategies. Say goodbye to manual data entry and hello to automation that saves time and boosts productivity. With real-time insights and seamless team collaboration, you can nurture leads more effectively, create unforgettable customer experiences, and unlock new revenue opportunities. Ready to elevate your business? The power of integration awaits!

The native integration supports the following objects:

Contacts
Leads
Accounts
Cases (one-way to HubSpot)
Tasks
Custom objects can be added for an additional fee and synced one-way from Salesforce to HubSpot.

Compare our setup and configuration packages and find what works best for you!

	Standard / Migration	Advanced
	$ 3,250	$ 6,500
Strategy
Technical Strategy Session to plan the Integration requirements & field mappings. Following this call: Client is provided with a mapping worksheet to complete	30 minutes	Up to 5 hours
Setup and installation
Setup of HubSpot inclusion list to limit data syncing from HubSpot to Salesforce
Setup of Integration field mappings within HubSpot
Setup, testing, and deployment of up to 5 data manipulation automations in HubSpot to allow data to flow successfully through the integration **Example: Copying data from an ‘Original Source’ property to a ‘Custom lead source’ property, accommodating subscription management in HubSpot through Salesforce. Using HubSpot’s conversion tracking data to add a contact to a Salesforce campaign.
Setup & Configuration of the Salesforce integration using a HubSpot (Enterprise only) and/or Salesforce Sandbox
Creation of HubSpot Sandbox (Enterprise only)
Installation of Sandbox Integration
Setup of Sandbox integration field mappings within HubSpot
Integration Review
30 min Integration Review Meeting to review final settings before sync
Integration sync & import of historical data
Sandbox Integration sync & import of historical data
Resolution of initial sync errors
30 min Testing & Troubleshooting Training Session
Integration testing
Setup & Configuration of Production HubSpot <> Salesforce integration
Installation of integration
Setup of integration field mappings within HubSpot
30 min pre-launch integration Review Meeting to review final settings prior to sync
Integration sync & import of historical data
Resolution of initial sync errors
Integration testing
Integration user
Client is responsible for creating the Salesforce integration user

Integration overview and limitations

The Salesforce <> HubSpot integration supports the following data flow between objects.

Both ways

Salesforce Contacts ← → HubSpot Contacts

Salesforce Leads ← → HubSpot Contacts

Salesforce Accounts ← → HubSpot Companies

Salesforce Opportunities ← → HubSpot Deals

One way

Salesforce Cases → HubSpot Tickets

HubSpot Activities → Salesforce Tasks

Includes: Form Submission, Marketing Email Activity, Sales Email Activity, Sales Call, Note, Sales Content View, Task, Installed Integration Event

Salesforce Tasks → HubSpot Tasks

Must be associated with a contact or lead record to sync. Includes: Tasks, Logged Calls, Logged Emails

Our 6-step integration setup process

1. Kickoff

We will gather information about the desired integration settings during the kickoff call.

2. Verify credentials

We verify the integration user through the provided credentials and connect integration or provide instructions for you to connect it.

3. Settings configuration

We will set up integration settings but will not turn the sync on.

4. Settings review

We have a meeting to go over the integration and answer any questions you might have.

5. Turn on sync & import

After receiving approval, we turn on the sync and import all data.

6. Resolve sync errors

After the data is imported, there’s usually a few sync errors. We’ll resolve any errors we can and then communicate to you any outstanding errors that we cannot resolve with recommended next steps.

Requirements and important notes

Supported objects notes
- Salesforce Attachments & Events are NOT supported.
- HubSpot Activities sync to Salesforce Tasks
- Salesforce Tasks associated with Contacts or Leads will sync back to HubSpot.
- Salesforce Tasks associated with an Account or Opportunity will NOT sync with this integration.
- Salesforce Tasks can be manually imported into HubSpot for an additional fee.
HubSpot embed window may be added to Salesforce page layouts
- View the object record’s timeline and any associated object in SF
- Enroll the object in a workflow and view any previous workflow enrollments
- View property and property history for the object record
- Directly book meetings in HubSpot through SF
- Enroll contacts in a sequence through SF
Requirements
- SF user viewing must be a user in
  HS with view records permissions,
  and must be actively logged into HS
  to view window
- For the window to display on a SF
  account or opportunity record, the
  account/opp must be syncing with
  a respective HubSpot company/
  deal, and that company/deal
  must have an associated syncing
  contact.
- Custom Objects (one-way sync SF
  → HS; requires Enterprise Hub ) -
  may be implemented as a product
  add-on. (2-way sync in BETA)
  Attachments are not supported.
Syncing from Salesforce to HubSpot
- The integration user must have specific permissions in Salesforce for the integration to work.
- Use Selective Sync to limit which records can sync from Salesforce to HubSpot.
- Duplicate contacts are mapped by email address; only leads or contacts with a valid email address will sync.
Syncing from HubSpot to Salesforce
- Use an inclusion list to limit which records can sync from HubSpot to Salesforce.
- You can choose whether any new contacts created in HubSpot should be created as Salesforce leads or contacts. For existing contacts, HubSpot will update their existing contact record with new data.
Individual Object Field Mappings
- You can set sync preferences for individual fields per object:
  - Always use Salesforce
  - Prefer Salesforce unless blank
  - Two way
  - Don’t sync
- Some standard mappings will be preset, and you can add a custom field mappings as needed.
- TIP: Use a field’s internal API name to check whether you use the correct field from Salesforce. If a lead field and a contact field share an internal name in Salesforce, HubSpot will sync data to both leads and contacts in Salesforce.

Let’s discuss your specific use case!

We'll review your requirements and get you a quote on the spot! Get started by choosing a date and time below.

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Integration

HubSpot <> Salesforce Integration

Maximizing Synergy: Salesforce Meets HubSpot CRM

Compare our setup and configuration packages and find what works best for you!

Integration overview and limitations

Both ways

One way

Our 6-step integration setup process

1. Kickoff

2. Verify credentials

3. Settings configuration

4. Settings review

5. Turn on sync & import

6. Resolve sync errors

Requirements and important notes

Supported objects notes

HubSpot embed window may be added to Salesforce page layouts

Syncing from Salesforce to HubSpot

Syncing from HubSpot to Salesforce

Individual Object Field Mappings

Let’s discuss your specific use case!

We'll review your requirements and get you a quote on the spot! Get started by choosing a date and time below.

Ditch the Hourly Retainer Model—Embrace a Smarter Solution

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