how to set up the salesforce integration with hubspot

Install the HubSpot-Salesforce integration.

• In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar, then select App Marketplace.
• Use the search bar to locate and select the Salesforce integration.
• In the upper right, click Install app.
• If you're connecting HubSpot to a Salesforce sandbox, select the Yes, this will connect to a sandbox checkbox.
• Click Log in to Salesforce.

Full Answer

How to migrate from HubSpot to Salesforce?

1. Define which data (leads, accounts, contacts, opportunities, etc.) should be moved into HubSpot.
2. Build new properties in HubSpot.
3. Export data from current platform into .csv and clean. Use our native Salesforce integration to automate the migration. ...

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.

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What are the best apps to integrate with Salesforce?

What are the Best Apps to Integrate with Salesforce

1. Marketo. Marketo is a marketing automation tool that helps companies to manage leads, gain access to sales insights, understand revenue cycle and also engage in social marketing.
2. WordPress. WordPress is an important content management system which is used by a number of businesses to host and run their websites.
3. SAP Business Suite. ...
4. Microsoft Dynamics. ...

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How do I integrate with Salesforce?

• xxxyyyzzzz (no punctuation) - this is the preferred entry since it's displayed in Salesforce formatted
• xxx-yyy-zzzz
• (xxx)yyy-zzzz

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How does Salesforce and HubSpot integrate?

Integration features Use details from Salesforce contacts/accounts to personalize marketing emails, segment your database, or send emails on behalf of a lead's sales rep. As sales reps close leads, Salesforce sends revenue data from closed-won opportunities to HubSpot to tie each marketing campaign to real revenue.

How many API calls will HubSpot use with the SFDC integration?

four API callsAccording to the documentation on the HubSpot-Salesforce connector: "A single contact sync can take up to four API calls per record, but this number can vary." Depending on your Salesforce Edition and HubSpot usage limit, it may not be possible to sync all of this data in one day.

How often does Salesforce sync with HubSpot?

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.

How do I change the integration user on HubSpot?

Under Manage, select Connected apps. In the Salesforce integration section, click the More dropdown menu and select View details. Navigate to the Sync Settings tab. Click the Actions dropdown and click Connect a different user.

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...•

Which 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.

Does HubSpot use Salesforce?

Formed in 2007 and last renewed in 2015, HubSpot's relationship with Salesforce is a testament to the companies' shared commitment to an open and collaborative ecosystem. “At HubSpot, we believe that our customers should have the freedom to choose the right combination of software for their specific use case.

How long does HubSpot sync take Salesforce?

15 minutesHubSpot also checks for new information that needs to be updated across your HubSpot and Salesforce accounts every 15 minutes, and a sync is triggered as needed.

What does HubSpot integrate with?

HubSpot and Salesforce's integration is a bridge between your marketing database and your sales database, allowing activity and information to move seamlessly between the two. With the HubSpot Salesforce integration, your sales team will consistently have the most up-to-date leads from your marketing team.

What is integration user in Salesforce?

What is an Integration User? An integration user is an assigned license with its own custom profile and permission sets dedicated to the integration of any 3rd party integrations. For clarity, an integration user is NOT a human.

How do I check integrations in Salesforce?

Select Salesforce from the list of integrations. Click to the Settings tab and turn the toggle to enable the integration.

How do I link an account and contact in Salesforce?

Linking accounts to contacts for Salesforce integrationNavigate to Audience. ... Select Link by mapping.Select the SFDC Account ID as the fields you want to use to automatically link contact and account records by. ... Select the Perform a case-sensitive match check box since Salesforce uses case-sensitive matches.More items...

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.

Integrate Salesforce with HubSpot

Once the requirements are met you can proceed with this tutorial which will guide you through connecting your HubSpot and Salesforce accounts. The procedure to do so is as follows:

Infographic What do You Need to Know About Integrating Salesforce with HubSpot?

From your HubSpot account interface, select Integrations (which can be found upon clicking on your Account Name located in the top right corner).

HubSpot and Salesforce

One of the major advantages of the HubSpot platform is its integration capabilities, which allow users to integrate other marketing and sales solutions with their HubSpot platform. One such tool supported by HubSpot is SalesForce, which is arguably one of the most popular CRM (customer relationship management) solutions currently available.

How to Set up your HubSpot account and Install Salesforce Integration

HubSpot is one of the most popular marketing and sales platform solutions on the market. Businesses that sign up to HubSpot, whether it’s their free version or one of their paid versions, are provided access to an extensive library of marketing and sales software tools.

Setting Up Your HubSpot Account

Many first-time users tend to be a little overwhelmed when they first sign up for HubSpot. It’s a very comprehensive marketing and sales platform and its feature list is so extensive that it can leave you bewildered how to even get started.

Installing The Salesforce Integration

Once you’ve set up your HubSpot account, integrating your other sales and marketing tools is relatively easy. The following is a brief guide to installing Salesforce integration into your HubSpot account.

HubSpot Salesforce Integration Complications You May Run Into

Although Salesforce integration is extremely beneficial, there are still a few complications that you could potentially run into once it’s been integrated. Here are some of the possible issues that you may face:

HubSpot & Salesforce Work Excellent Together

The HubSpot Salesforce integration works flawlessly, it just requires a little patience and know-how to get all of the details integrated correctly and then a few decisions to be made as to how and when you will use each system for your sales and marketing processes.

1. Do you know what your sales path looks like?

Understanding the entire process a contact goes through–from the first point of conversion on the website to the final closing sales call and all the steps in between–is important for setting up the perfect integration.

2. Do you want ALL contacts to sync?

If you want all of your contacts to sync between HubSpot and Salesforce, you can continue with the standard integration set up. If not, you may need to consider the selective sync set up. Selective sync allows you to set up guidelines and criteria so that only the contacts and other properties you desire are synced between HubSpot and Salesforce.

3. Do you have the proper subscription, access, and permissions to install the integration?

In order to install the HubSpot-Salesforce integration, you must ensure you have the appropriate subscriptions, access, and permissions from both HubSpot and Salesforce.

4. Do you have enough API calls?

The integration can only make a limited number of API calls per day. A single contact can make up to four API calls per record, and this number can vary. Always note how many API calls are available before syncing between HubSpot and Salesforce.

Keep your marketing and sales databases in perfect harmony

Getting started with the HubSpot-Salesforce integration is easy and requires no technical work – just a straightforward, phone-based setup process.

Grow your business like a team twice your size

Use HubSpot to streamline your marketing by bringing your team, tools, and data together in one place.

How to sync Salesforce with Hubspot?

Here’s what you’ll get with the HubSpot app for Salesforce: 1 Easy to get started - no technical work required 2 Fast app your whole team can rely on 3 Bi-directional sync that automatically updates changes from one system to the other 4 Choose which new records sync from HubSpot to Salesforce and when 5 Automatically send lead data like email opens, form submissions, website activity, and more 6 Send lead scores from HubSpot to Salesforce 7 Use details from Salesforce contacts or accounts in HubSpot 8 Send revenue data from closed-won opportunities right into HubSpot

Does Hubspot include taxes?

All prices are U.S. only and do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners.