HubSpot to Salesforce Integration allows companies to sync data between the 2 platforms in real-time. It makes it possible for teams to nurture and manage leads effectively. HubSpot being a CRM
Customer relationship management
Customer relationship management (CRM) is an approach to managing a company’s interaction with current and future customers. The CRM approach tries to analyze data about customers' history with a company, in order to better improve business relationships with customers, specifically focusing on retaining customers, in order to drive sales growth.
Which is better, HubSpot or Salesforce?
Winner: Hubspot for beginners, Salesforce for experts who need lots of customization. If you’re just starting out or if you want something intuitive, HubSpot will give you a better user experience and everything you need. But if you want more features or if you’re interested in customizing your own experience, Salesforce is superior. Cost
What is the difference between HubSpot and Salesforce?
What is the Difference Between Salesforce and HubSpot?
- A Brief Overview. Salesforce and HubSpot have similar features but they aim to serve for different purposes. ...
- Pricing
- Ease of Use. According to SoftwareAdvice.com, Capterra, and G2Crowd.com, HubSpot CRM is estimated at 4.4/5. ...
- Integration. ...
- Support. ...
- Summing Up. ...
How to use HubSpot along with Salesforce?
The installation process may take around 5-10 minutes.
- There is a possibility that you may see a message, “This app is taking a long time to install. ...
- Navigate back to the HubSpot connector wizard once the package has been successfully installed in Salesforce and click Next.
- Add the HubSpot VisualForce module to Salesforce and click Add HubSpot to Salesforce.
Does HubSpot integrate with Salesforce?
With HubSpot and Salesforce’s integration, activity and information get seamlessly connected between HubSpot’s marketing database and Salesforce’s sales database. Having HubSpot integration on top of your marketing funnel will ensure your sales team always gets the best leads from your salesforce. What Integrations Does Asana Have?
Can we integrate HubSpot with Salesforce?
The HubSpot-Salesforce integration allows you to pass data between HubSpot and Salesforce seamlessly, and maintain consistency between your marketing and sales teams.
Why would you use HubSpot and Salesforce?
HubSpot and Salesforce Integration With HubSpot's fast, reliable, and powerful integration with Salesforce, syncing your data can be done in minutes – no technical setup required. This makes it possible to use both platforms for your different teams.
How often do HubSpot and Salesforce sync?
every 10-15 minutesThe HubSpot-Salesforce integration initiates a sync from Salesforce to HubSpot every 10-15 minutes. This means that a record may take 15 minutes to sync to HubSpot after it first meets the Sharing Rule criteria. Make sure that records created in Salesforce by the HubSpot Integration meet your sharing rule criteria.
Do you need HubSpot and Salesforce?
HubSpot and Salesforce work better together, especially if your company is large enough to require a full-service CRM like Salesforce. As you compare HubSpot vs. Salesforce, you'll want to think about the platforms your sales, marketing, and development teams will need.
What is the difference between HubSpot and Salesforce?
HubSpot is best known as an inbound marketing tool, while Salesforce is known as sales automation software, but they both offer a really similar set of features: CRM. Sales forecasting and analytics. Customer service features.
Who is bigger Salesforce or HubSpot?
HubSpot vs Salesforce CRM In terms of market share, Salesforce is the leader with a 19.6% market share and over 150,000 customers.
How do I transfer data from Salesforce to HubSpot?
If you have the HubSpot-Salesforce integration enabled, you can import Salesforce leads, contacts, accounts, opportunities, tasks, and campaigns into HubSpot.In your HubSpot account, navigate to Contacts > Contacts.In the upper right, click Import.Click Start an import.More items...•
What does HubSpot integrate with?
Gmail. One of HubSpot's most popular integrations is Gmail. By installing the Gmail integration, you can easily log emails sent from Gmail in HubSpot CRM with just one click. You'll also be able to access data on email opens and clicks in real time.
What makes HubSpot different?
What makes HubSpot's CMS truly unique is how the integration with HubSpot's other hubs enhances what the CMS is capable of. For example, using the HubSpot CMS in conjunction with HubSpot's free CRM or Marketing Hub means you can make maximum use of seamless integration of your marketing tools and your website.
Will HubSpot beat Salesforce?
HubSpot gets our nod over Salesforce This is a close matchup, but our ultimate winner here is HubSpot due to their superior ease of use, pricing, and integration, which overcome Salesforce's edge in support and overall features.
Is HubSpot more expensive than Salesforce?
When it comes to paid software, HubSpot is likely to be the cheaper option. Between HubSpot and Salesforce, the latter offers a larger variety of tools. But regardless of which you choose, you might end up purchasing multiple products.
What is the purpose of HubSpot?
HubSpot is a marketing, sales, and service platform that helps companies to attract visitors, convert leads, and close & retain customers. It does this through a single source of truth, intuitive UX, and a unified codebase. HubSpot equips companies to better manage marketing, sales, service, and operations efforts.
1. Understand how your sales process works
Ultimately, any tool you implement into your business should support, enhance and improve the activities and processes you already have in place.
2. Get to grips with the lingo and naming conventions
Although the values of the fields that require populating in each platform are similar, they're likely to have different names.
3. Use an inclusion list to define sync criteria
Making an active HubSpot list where you can select the criteria which qualify a contact to move to the Salesforce platform will ensure that only the right lead is popping up on your sales team's radar. This step helps keep your Salesforce tidy, ensuring only the most relevant leads are transferred over from HubSpot.
4. Practice good data hygiene
Cluttering up your Salesforce with low-value or irrelevant data will, ultimately, make using the platform unpleasant. If contacts have bounced, are no longer engaged or fit your buyer persona type, a good spring clean is in order.
5. Align your property mappings and property values
As expected, what appears in a dropdown menu in HubSpot won't be the same thing that appears in Salesforce. To ensure that contact records sync with the correct picklist across platforms, property mapping must be created. Use HubSpot's integration menu to resolve sync issues and ensure that deleted or updated mapped properties sync correctly.
6. What's in a campaign?
Bandwagon, cause, drive, project, undertaking… these are just some synonyms for the word "campaign" –– and both Salesforce and HubSpot have taken advantage of the freedom to interpret the word in their own specific way. For HubSpot, a campaign is a group or collection of assets used for a specific purpose to target a set of leads.
7. Sales and marketing alignment – go beyond the software!
Tools like Salesforce and HubSpot were born out of a clear necessity for better alignment between sales and marketing teams. Marketing, who generate leads, need an overview of how sales' teams are handling the leads being passed over to them and what impact that is having on the business.
Integrate HubSpot with Salesforce: Overview
How to integrate HubSpot with Salesforce? What is Salesforce? Salesforce is an online customer relationship management (CRM) service built on the Salesforce cloud computing platform. It allows users to store and manage customer information, create and send marketing campaigns, and gain valuable insights from data.
What is HubSpot?
Hubspot is a powerful online marketing tool that offers tools and services for businesses that want to connect with prospects, clients, and customers through social media, email, search engine optimization, and more.
Why Should You Integrate HubSpot with Salesforce?
Why should you integrate HubSpot with Salesforce? We’re seeing a lot of customers who are moving to Salesforce, specifically in the B2B space, because of the opportunities that Salesforce enables within the platform.
What Happen When You Integrate HubSpot with Salesforce?
An integration requires combining two different types of software, usually to access new features or provide enhanced functionality. Instead of your clients having to migrate away from their current CRM solution to HubSpot, you can give them the ability to use both platforms side-by-side.
HubSpot and Salesforce Integration Features
Get set up in minutes – no technical knowledge required. Setting up a HubSpot-Salesforce integration is simple and requires no technical work. You’ll have a phone conversation with a customer service representative to set things up.
Why is it Good to Integrate HubSpot with Salesforce to Your Business?
These two companies have easy integration steps for the last release of their products. They always work together because of the large number of props. This integration is a quick and easy setup that ensures it works great and captures customers around the globe.
How to Integrate HubSpot with Salesforce?
You can register API credentials using API keys or API certificates. The API key should be entered in the API credentials section of the API settings page.
What is the standard setup between Salesforce and Hubspot?
The standard setup between HubSpot and Salesforce is to have new contacts in HubSpot become leads in Salesforce. When an opportunity is won in Salesforce, the contact in HubSpot enters the customer stage in the lifecycle.
Why won't Hubspot sync with Salesforce?
Your HubSpot contacts would not sync because Salesforce would reject them, since they don’t include the required information. Custom mapping allows you to map this field so that the contacts could be created in HubSpot without a hitch. 2.
What is data sync?
Data sync, a part of HubSpot’s Operations Hub, is another sync solution that can work to tie data between the two systems. If more than one connection is needed — for instance, if you need to sync data between HubSpot and Shopify for e-commerce — it may make sense to also use data sync to integrate HubSpot with Salesforce.
Can non-marketing contacts be included in CRM?
Non-marketing contacts cannot be included in certain marketing interactions like marketing emails, ads, or marketing actions in workflows, but can be kept in your CRM for other purposes. Marketing contacts progress through the sales and marketing cycle based on their lifecycle stages: Contact. Subscriber.
Is Hubspot a CRM?
In the same way, most marketers I know would prefer to have HubSpot’s all-in-one CRM solution, and to not have to bother with managing more than one database. While HubSpot and Salesforce have the capability to work well together, you should take note of a few key nuances. First, HubSpot has marketing and non-marketing contacts, ...
Is Hubspot a Salesforce integration?
Another important aspect of integrating HubSpot and Salesforce is monitoring contacts across the platforms, especially during the first few months of the integration. Sometimes, especially in more customized integrations, contacts that should be syncing won’t be, and others that shouldn’t sync do.
Can you see Hubspot on Salesforce?
One particularly useful benefit of the integration is that you can see your HubSpot information not only directly inside your Salesforce portal on your desktop, but also directly inside the Salesforce app.
What does it mean to know how your Salesforce instance is configured?
Knowing how your Salesforce instance is configured can mean the difference between a stress-free integration, or you pulling your hair out trying to get the data to sync properly. Planning for the small intricacies of the different record types will help stop confusion down the line.
Does Hubspot sync with Salesforce?
Once you integrate HubSpot and Salesforce, your data will not automatically sync over your data between the two platforms. You need to take care of that, but luckily, you have a feature that will help.
Can you clean Salesforce before you bring it into Hubspot?
Make it a point to clean your data in Salesforce as much as possible before you even bring it into HubSpot. This means removing contacts that have previously bounced, old contacts that have never engaged with you, duplicate contacts, or any other qualifications that will help remove unwanted contacts.
Simple steps to integrate your Hubspot and Salesforce accounts in minutes
It can be difficult to make a choice when it comes to adopting the best CRM software for business. Hubspot and Salesforce are two giants in the CRM industry, and they offer different functionalities and benefits.
Today's best Salesforce and HubSpot deals
Get Salesforce from $25 per user/mo (US-only link) Salesforce is the CRM software market-leader for good reason: it offers a comprehensive suite of customer relationship tools, excellent integration, and unrivalled customization. Follow this link to find out more.
How to set up Hubspot to Salesforce integration: Preparation
You must have specific account permissions in place on both Hubspot and Salesforce to complete the integration process. On Hubspot, you will need to have admin-level access. On Salesforce, system administrators have the permissions required.
Step 1: Install the Salesforce integration via Hubspot
You'll complete most of the integration process within your Hubspot account. You will be temporarily redirected to Salesforce a couple of times throughout the process.
Step 2: Install Hubspot into your Salesforce account
The next step is to install Hubspot into your Salesforce account. You’ll see a hyperlinked message that says, “Start the Salesforce package installation to begin.” Click this link, and Salesforce will open in a new tab with the Hubspot installation package already open.
Step 4: Decide how the two apps will sync data
Hubspot provides a recommended set-up option at this point in terms of mapping fields and syncing data between the two platforms. This might be the best option if you have a fairly straightforward or out of the box Salesforce set-up. You’ll always have the opportunity to go back and change the field mappings later if needed.
Step 5: Decide which contacts to sync
If you select Advanced set-up, the following screens will contain step-by-step instructions on mapping different fields and objects between the two platforms.
How to install Hubspot on Salesforce?
Click Start the Salesforce package installation to begin. You'll be redirected to Salesforce to install the HubSpot integration package. Select Install for All Users, then click Install. In the dialog box, select the Yes, grant access to these third-party web sites checkbox, then click Continue.
What is Hubspot integration?
The HubSpot-Salesforce integration allows you to pass data between HubSpot and Salesforce seamlessly, and maintain consistency between your marketing and sales teams.
How to change Hubspot sync settings?
To change the settings for a data sync type, click Change. When you're done, click Finish setup and begin syncing. You'll be redirected to your Salesforce integration settings, and data between HubSpot and Salesforce will begin syncing.
How many API calls can you make in a day?
There is a limit to the number of API calls used by the integration per day. A single contact sync can take up to four API calls per record, but this number can vary.
Can you connect Hubspot to Salesforce?
If you're connecting HubSpot to a Salesforce sandbox, select the Yes, this will connect to a sandbox checkbox. Click Log in to Salesforce. In the pop-up window, enter your Salesforce credentials and click Log In. After logging in, you'll be redirected back to the connector wizard in HubSpot.
Do you need permissions for Hubspot?
You must have Account Access permissions in your HubSpot account, along with the following subscriptions, access and permissions in your Salesforce account:
Can you import Salesforce records into Hubspot?
When you've installed and set up the Salesforce integration, you can import your Salesforce records in to HubSpot.
5 Benefits of HubSpot-Salesforce Integration
If you’re already on SalesForce, integrating Hubspot is like adding a booster rocket to charge up sales. Get the power of inbound marketing and integrating sales channels to align internal teams managing both the functions.
Salesforce
While previously a custom intelligence object existed within the layout, the integration moved to incorporate this information at the field level to increase data usability. Users can also leverage the same filtering capabilities in the new iframe design for timeline activities.
campaigns
Our HubSpot certified integration specialists can carry out multiple integrations on a host of platforms. Get in touch today.
Tips to keep in mind during this Integration
Once you integrate these two platforms, possibilities for sales and marketing actions are endless. The integration of HubSpot and Salesforce has enabled HubSpot users to incorporate rich data related to lead tracking into their Salesforce platform, so the sales teams can have data on their fingertips when they contact leads for the first time.
Salesforce
There are some basic variations in Salesforce between leads, contacts, and accounts. Fields in each record are very similar, and usually will have the same values, but the actual field names will differ, and that’s what matters.
Understand How Your Sales Process Works
- Ultimately, any tool you implement into your business should support, enhance and improve the activities and processes you already have in place. But, if you don't know how a lead moves from point A to B in the buyer's journey, you won't be able to extract the correct information from HubSpot to feed into Salesforce. Set criteria that help determine when a lead is qualified and rea…
Get to Grips with The Lingo and Naming Conventions
- Although the values of the fields that require populating in each platform are similar, they're likely to have different names. Yes, this can be frustrating –– Why can't there just be industry-standard nomenclature, right? To eliminate as much friction as possible, it's essential to note down the names of the different record types so that you can connect the relevant data between the two p…
Use An Inclusion List to Define Sync Criteria
- Making an active HubSpot list where you can select the criteria which qualify a contact to move to the Salesforce platform will ensure that only the right lead is popping up on your sales team's radar. This step helps keep your Salesforce tidy, ensuring only the most relevant leads are transferred over from HubSpot.
Practice Good Data Hygiene
- Cluttering up your Salesforce with low-value or irrelevant data will, ultimately, make using the platform unpleasant. If contacts have bounced, are no longer engaged or fit your buyer persona type, a good spring clean is in order. Keeping useful, impactful data will help your sales process flow and save you and your team a lot of time. How do you know which contacts can be swept o…
Align Your Property Mappings and Property Values
- As expected, what appears in a dropdown menu in HubSpot won't be the same thing that appears in Salesforce. To ensure that contact records sync with the correct picklist across platforms, property mapping must be created. Use HubSpot's integration menu to resolve sync issues and ensure that deleted or updated mapped properties sync correctly.
What's in A Campaign?
- Bandwagon, cause, drive, project, undertaking… these are just some synonyms for the word "campaign" –– and both Salesforce and HubSpot have taken advantage of the freedom to interpret the word in their own specific way. For HubSpot, a campaign is a group or collection of assets used for a specific purpose to target a set of leads. You can generate leads to gain insigh…
Sales and Marketing Alignment – Go Beyond The Software!
- Tools like Salesforce and HubSpot were born out of a clear necessity for better alignment between sales and marketing teams. Marketing, who generate leads, need an overview of how sales' teams are handling the leads being passed over to them and what impact that is having on the business. On the other hand, sales require high-quality leads to fill their pipeline to ensure th…
Conclusion
- Whether you're looking for technical support on your Salesforce X HubSpot integration or you'd like to see what the BEE team can do to support and improve alignment between your sales and marketing teams, we'd like to invite you to visit our website to learn more about our services.