HubSpot Salesforce Integration

Connect Salesforce with HubSpot

Fully Secure Integration

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Examples of Integration Workflow Triggers and Actions

New Contact in List

Triggered when a contact is added to a specific list in HubSpot. This can initiate workflows in Salesforce, especially useful for sales follow-ups based on marketing list segmentation.

New Deal Property Change

Activated when a property of a deal in HubSpot is updated. This is crucial for Salesforce to track changes in deal stages or other custom deal properties, aligning sales strategies accordingly.

Product Created or Updated

Fires when a product is either newly created or updated in HubSpot. This is essential for Salesforce to keep track of inventory management and sales tracking.

New Email Event

Triggered by various email activities in HubSpot, such as when an email is opened, clicked, or bounced. This helps Salesforce users to monitor the effectiveness of email campaigns and tailor their sales strategies.

Add Contact to HubSpot List

Adds a contact to a specified list in HubSpot from Salesforce. This can be used for segmenting contacts for targeted marketing campaigns based on sales interactions.

Create a Company in HubSpot

Allows for the creation of a new company record in HubSpot from Salesforce data. This can be triggered by various sales activities, like a successful deal closure or a new lead qualification.

Find Company

Searches for a company in HubSpot. If the company exists, it retrieves details; otherwise, it can trigger the creation of a new company record. This is particularly useful for Salesforce to maintain alignment with marketing data.

Find or Create Line_item

Looks for a specific line item in HubSpot. If it doesn't exist, it creates a new one. This action is crucial for syncing e-commerce data between Salesforce and HubSpot.

Find or Create Ticket

Searches for a support ticket in HubSpot. If not found, it creates a new ticket. This ensures that customer service issues tracked in Salesforce are aligned with marketing efforts.

Find or Create Deal

Either locates an existing deal or creates a new one in HubSpot, based on Salesforce data. This is key for maintaining a unified view of the sales pipeline.

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Frequently Asked Questions

The integration allows for seamless data flow between HubSpot and Salesforce, ensuring that lead information is consistent and up-to-date across both platforms, enhancing lead management processes.
Yes, opportunities in Salesforce can be synced with deals in HubSpot, providing a unified view of the sales pipeline.
Data synchronization is near real-time, ensuring that changes in one system are quickly reflected in the other.
By sharing data between HubSpot and Salesforce, sales and marketing teams can align their strategies and actions based on a unified set of data, improving collaboration and efficiency.
Yes, the integration allows you to track the performance of HubSpot marketing campaigns directly within Salesforce.
Yes, Salesforce reports can include HubSpot marketing data, providing a comprehensive view of your sales and marketing performance.
The integration includes mechanisms to prevent duplication, ensuring that contacts and leads are consistently managed across both platforms.
Absolutely. You can leverage Salesforce data within HubSpot to create targeted email campaigns, enhancing the relevance and effectiveness of your marketing efforts.
Yes, you have the flexibility to customize which data fields sync between HubSpot and Salesforce, allowing you to tailor the integration to your specific needs.
The integration allows you to use combined data from both platforms for more accurate lead scoring and qualification, enhancing the effectiveness of your sales funnel.