Example Workflow Triggers and Actions

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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Customer Reviews

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    Carrie Dudley
    Director of Client Services
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    Ben Oaksmith
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John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

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Salesforce + HubSpot

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Efficient Lead Management

Automatically sync Salesforce with HubSpot for real-time lead updates, ensuring seamless management across both platforms.

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Enhanced Sales Insights

Leverage HubSpot's marketing data within Salesforce to gain deeper insights into customer behavior, driving more informed sales strategies.

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Streamlined Workflow Automation

Trigger automated sales actions in Salesforce based on marketing activities tracked in HubSpot, aligning your sales and marketing efforts efficiently.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does integrating Salesforce with HubSpot benefit lead management?

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.

Can I sync Salesforce opportunities with HubSpot deals seamlessly?

Yes, opportunities in Salesforce can be synced with deals in HubSpot, providing a unified view of the sales pipeline.

Is data synchronization between HubSpot and Salesforce real-time?

Data synchronization is near real-time, ensuring that changes in one system are quickly reflected in the other.

How does the integration enhance sales and marketing alignment?

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.

Can I track HubSpot marketing campaigns in Salesforce?

Yes, the integration allows you to track the performance of HubSpot marketing campaigns directly within Salesforce.

Can Salesforce reports include marketing data from HubSpot?

Yes, Salesforce reports can include HubSpot marketing data, providing a comprehensive view of your sales and marketing performance.

How does the integration handle contact and lead duplication?

The integration includes mechanisms to prevent duplication, ensuring that contacts and leads are consistently managed across both platforms.

Can I create and manage HubSpot email campaigns based on Salesforce data?

Absolutely. You can leverage Salesforce data within HubSpot to create targeted email campaigns, enhancing the relevance and effectiveness of your marketing efforts.

Is it possible to customize the data fields that sync between HubSpot and Salesforce?

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.

How does the integration impact lead scoring and qualification?

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.
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.

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