HubSpot Salesforce Integration: The Complete Guide
Chintan Prajapati In today’s fast-paced business landscape, efficient customer relationship management (CRM) and marketing automation are paramount for success. Two powerful systems that are leaders in their respective fields—sales and marketing—are Salesforce and HubSpot.
The Salesforce integration is one of the most popular integrations in HubSpot’s App Marketplace.
Many sales teams rely on the data provided by Salesforce, which has been operating for several decades. As marketing and sales teams become more and more integrated, they are recognizing the need to resolve friction when they work in different systems.
The sales team uses Salesforce and the marketing team uses HubSpot in many businesses. This division may result in data that is compartmentalized, making it challenging to assess the success of clients’ marketing and sales initiatives. Users may access vital data from both systems thanks to the Salesforce Integration, which connects the two systems.
The capabilities of your company can be greatly increased by integrating these platforms, which will also facilitate smooth communication between the marketing and sales departments and streamline procedures. We’ll go over the specifics of the HubSpot Salesforce integration in this comprehensive guide, including advice and best practices to help you get the most out of it.
Understanding HubSpot and Salesforce Integration
It’s important to understand both HubSpot and Salesforce and how they integrate. Before going into integration tactics, allow us to quickly review the fundamental features of HubSpot and Salesforce:
HubSpot:
HubSpot is well known for its sales and inbound marketing software. It provides solutions for lead generation, email marketing, social media marketing, content management, and customer relationship management that are specifically made to help businesses draw in, engage, and delight customers. HubSpot gives businesses the ability to attract, engage, and delight customers throughout their buying journey.
Salesforce:
One of the best cloud-based CRM programs available is Salesforce, which enables businesses to effectively manage their marketing initiatives, sales pipelines, and customer interactions. It provides a comprehensive suite of solutions for sales automation, customer support, analytics, and lead management.
The business may take advantage of the integration between HubSpot and Salesforce, which unifies the customer view. In the end, this connection promotes business growth by enabling smooth data flow, automation, and cooperation.
Why Integrate Hubspot with Salesforce?
Using both HubSpot and Salesforce lets companies get the best of both worlds—HubSpot is great for marketing and content management, while Salesforce excels in sales and CRM. When you integrate them, you end up with a powerhouse that unifies customer data, which enhances your marketing and sales strategies. It also automates data sharing between departments, boosting efficiency and ensuring everyone’s on the same page. Plus, it streamlines how leads are managed, so none slip through the cracks.
Example of how HubSpot and Salesforce customer field mapping might look
Here’s a simple table that demonstrates a common mapping setup between the two platforms. However, please note that for specific API fields, it’s important to consult the latest API documentation directly from HubSpot and Salesforce.
| HubSpot Field | Salesforce Field |
|---|---|
| First Name | FirstName |
| Last Name | LastName |
| Company Name | AccountName |
| Phone Number | Phone |
| Lead Status | LeadStatus |
| Deal Stage | OpportunityStage |
| Customer Lifetime Value | TotalOpportunityValue |
Regarding the API documentation for both HubSpot and Salesforce, it’s essential to access these details directly from their official developer portals to ensure accuracy and up-to-date information:
HubSpot API Documentation: (HubSpot Developer Documentation)[https://developers.hubspot.com/docs/api/overview)
Salesforce API Documentation: (Salesforce Developer Documentation)[https://developer.salesforce.com/docs/apis]
Please make sure to visit these links to access the latest API documentation, explore detailed guides, and view specific API endpoints necessary for your integration needs.
How Entities can be Mapped between HubSpot and Salesforce?
Here is a potential entity mapping table that aligns relevant entities between the HubSpot and Salesforce platforms based on the information about the capabilities and entities accessible in each platform. This mapping takes into account both the bespoke functionalities that are available through APIs and the regular ones.
| HubSpot Entity | Salesforce Entity |
|---|---|
| Contacts | Contact |
| Companies | Account |
| Deals | Opportunity |
| Tickets | Case |
| Tasks | Task |
| Engagements | Event (or Task for calls and emails) |
| Products | Product |
| Line Items | OpportunityLineItem |
| Marketing Emails | Campaign |
| Forms | Web-to-Lead Forms (as part of Campaigns) |
| Quotes (via Deals) | Quote |
| Invoices (API – read-only) | Invoice (custom or third-party integrations) |
Quotes: HubSpot manages quotes through its deals. In Salesforce, quotes are directly related to opportunities but can be mapped from HubSpot deals.
Invoices: As you pointed out, HubSpot’s invoice capability is restricted to API retrieval and does not immediately match the more extensive invoice management features offered by Salesforce (which are often handled through custom objects in Salesforce or custom integrations).
Engagements and Events: Depending on the nature of the engagement, HubSpot engagements may correspond to tasks or events in Salesforce. These interactions may take the form of emails, calls, or meetings.
This table ought to be your initial resource. Depending on their unique process requirements and system setups, each organization may need to use third-party solutions or additional custom mappings to close functional gaps between HubSpot and Salesforce.
Case Study: Two-way integrations for data sync Salesforce to QBO and from QBO to Salesforce
Benefits of HubSpot Salesforce Integration:
Let’s dive into Integrating HubSpot with Salesforce brings numerous advantages:
Unified Data Management:
In Unified Data Management, By syncing data across Salesforce and HubSpot, marketing and sales teams can be confident they have access to the most recent data regarding leads, contacts, and clients. Better communication and well-informed decision-making are made possible by this.
For example, any updates made to a lead’s details in Salesforce by a sales professional are reflected in HubSpot and vice versa.
Streamlined Workflows:
HubSpot Salesforce Integration allows for the automation of repetitive tasks such as lead assignments, email notifications, and data updates. This streamlines workflows, reduces manual effort and increases productivity across teams.
Closed-Loop Reporting:
By tracking lead activity from initial engagement to closed deals, integration enables comprehensive reporting and analysis. This visibility into the entire customer lifecycle helps optimize marketing campaigns, sales strategies, and customer interactions.
Enhanced Lead Nurturing:
Hubspot Salesforce Integration enables seamless lead nurturing by syncing lead data, email interactions, and website activity between HubSpot and Salesforce. This ensures that leads receive personalized and timely communications, improving conversion rates and customer satisfaction.
Hubspot Salesforce Integration Options:
Several methods exist for integrating HubSpot with Salesforce, depending on your unique needs and preferences:
Native Integration:
Salesforce and HubSpot have a native integration that enables seamless syncing of contacts, leads, opportunities, and other data between the two systems. This connection offers strong capabilities right out of the box and is simple to set up.
Custom Hubspot Salesforce Integration:
Custom API integration services could be required for businesses with particular integration requirements or complex business procedures. This involves developing custom scripts or using APIs to build tailored integration workflows between HubSpot and Salesforce.
Third-Party Integration Tools:
As an alternative, you can link HubSpot and Salesforce using third-party integration technologies like Workato or Zapier. With the increased flexibility and customization choices offered by these platforms, you may automate intricate procedures and synchronize data between several systems.
Best Practices for Successful HubSpot Salesforce Integration:
To ensure a smooth and successful integration between HubSpot and Salesforce, consider the following best practices:
Define Clear Objectives: Clearly define your integration goals and objectives upfront. Whether improving lead management, optimizing marketing campaigns, or enhancing sales processes, having a clear vision will guide your integration strategy.
Standardize Data: Standardize data fields and naming conventions across HubSpot and Salesforce to avoid discrepancies and ensure consistency. This will simplify data mapping and synchronization during the integration process.
Train Users: Provide comprehensive training to marketing and sales teams on how to use the integrated system effectively. Empower users with the knowledge and skills they need to leverage the full capabilities of HubSpot and Salesforce.
Monitor Performance: Regularly monitor key performance metrics and analytics to evaluate the impact of integration on your business objectives. Identify areas for improvement and make adjustments to your integration strategy as needed.
Stay Updated: Keep abreast of new features, updates, and best practices for both HubSpot and Salesforce. Continuous learning and optimization are essential for maximizing the benefits of integration over time.
Conclusion:
HubSpot Salesforce integration offers a powerful solution for aligning marketing and sales efforts, driving efficiency, and improving customer relationships. By synchronizing data, automating workflows, and enabling comprehensive reporting, integration empowers organizations to deliver personalized experiences and achieve their business goals.
Whether you opt for native integration, or custom Integration solutions, following best practices and staying committed to continuous improvement will ensure a successful integration experience. Embrace the power of integration and unlock the full potential of HubSpot and Salesforce to propel your business forward.
Need help in exploring the possibilities & setting up the HubSpot Salesforce integration with salesforce API integration service or Hubspot Integration service? contact us today!