Hubspot

Salesforce integration

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Hubspot

Salesforce Integration Guide

Salesforce is considered to be one of the most powerful SaaS tools based on the ease of integrating it to the rest of your systems environment.

This provides what Salesforce refers to as the '360 Degree Customer View'.

By integrating Salesforce with other applications across teams and divisions, companies have unrivaled visibility and data insights.

Hubspot

to Salesforce

Salesforce to

Hubspot

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What is

Hubspot

?

HubSpot is a leading growth platform with thousands of customers around the world. Comprised of Marketing Hub, Sales Hub, Service Hub, CRM.

Hubspot

Integration Guides

Depending on the complexity of your Salesforce environment, you may have several options for how you integrate new tools.

More straightforward integrations can be done using 'no code' integration platforms like Zapier, while larger scale orgs may involve custom development and the use of APIs.

Here are the options for this specific product!

HubSpot Salesforce Integration Overview

Get set up in minutes – no technical knowledge required.

Getting started with the HubSpot-Salesforce integration is easy and requires no technical work – just a straightforward, phone-based setup process. What’s more, HubSpot employs a team of engineers and support staff dedicated to maintaining and improving your integration.

You’ll get a lightning-fast integration you and your whole team can rely on.

Send valuable lead intelligence to your sales team.

Choose which new records sync from HubSpot to Salesforce and when, and automatically send important lead intelligence like email opens, form submissions, website activity, and more to your sales team so they have valuable lead data to help them close more deals.

Prioritize Leads

Send lead scores from HubSpot to Salesforce as well to help your sales team prioritize their outreach and save time.

Close the loop between marketing and sales

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.

Read on ...

Hubspot Salesforce Integration Guide

According to the company, HubSpot is a marketing, sales, and customer service platform that helps companies grow better. The company was started in 2010 by Brian Halligan and Darmesh Shah at MIT. Initially, Hubspot provided a CRM product which has expanded to include dedicated sales, marketing, operations, and service “Hubs.”

Their Salesforce integration allows for a bi-directional connection to keep your sales and marketing information uniform. You can sync data from all of Hubspot’s Hub products into your Salesforce instance.

If you’re just getting started with Hubspot, check out the Salesforce Hubspot Integration Guide to see the requirements.

Using Zapier to integrate

Hubspot

How to integrate with Salesforce using Zapier.

Browse the self-serve guide for using Zapier to integrate with Salesforce!

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What is Zapier?

Zapier makes it easy to integrate apps like Salesforce, Intuit, Google, and Dropbox, to move data between them automatically!

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Learn More

Uh oh! It doesn't look like this product has a Zapier integration with Salesforce.

Don't worry, Zapier is typically the default integration method for non-Developers but you can still integrate with Salesforce using a bit of technical experience.

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Hubspot

Salesforce AppExchange

How to Set Up the Hubspot Salesforce Integration

The Hubspot Salesforce integration is harder to set up than a lot of integrations, although it doesn’t require technical knowledge to get started, there are 19 steps to completing it. Before starting, make sure you have the following permissions.

Salesforce Requirements

  • A Salesforce edition with API access, or Salesforce Professional.
  • Be a Salesforce system administrator, or be assigned the HubSpot Integration Permission set (in the Available Permission Sets section, select HubSpot Integration Permissions).
  • Have all of the following user profile administrative permissions:
  • API Enabled.
  • View Setup and Configuration enabled.
  • Modify All Data on any objects (accounts, campaigns, contacts, leads, or opportunities) which will sync to HubSpot.
  • Have the Modify Metadata permission (to view data in the HubSpot Visualforce window on Salesforce lead and/or contact records).
  • Have the Download AppExchange Packages permission.
  • Have the task Type field be Visible to their user profile.


Hubspot Requirements

  • A Hubspot Professional or Enterprise subscription
  • Account access permission in Hubspot

How to set up the Hubspot Salesforce Integration step-by-step

  1. In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar, then select App Marketplace.
  2. Use the search bar to locate and select the Salesforce integration.
  3. In the upper right, click Install app.
  4. The connector wizard will open. If you're connecting HubSpot to a Salesforce sandbox, select the Yes, this will connect to a sandbox checkbox.
  5. Click Log in to Salesforce.
  6. 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.
  7. Next, install HubSpot in Salesforce. Click Start the Salesforce package installation to begin.
  8. You'll be redirected to Salesforce to install the HubSpot integration package. Select Install for All Users, then click Install.
  9. In the dialog box, select the Yes, grant access to these third-party web sites checkbox, then click Continue.
  10. Salesforce will then install the HubSpot integration package. This installation may take up to ten minutes.
    a) You may see a message: This app is taking a long time to install. You will receive an email after the installation has completed.
    b) Click Done and wait for an email from Salesforce with the subject Package HubSpot Integration Install Successful.
    c) Once you received the email, the installation should be successful.
  11. 11. After the package has been installed in Salesforce, navigate back to the HubSpot connector wizard and click Next.
  12. Next, add the HubSpot Visualforce module to Salesforce. This module shows the contact's likelihood to close, and allows you to view and filter contact activity and enroll contacts in HubSpot workflows. Click Add HubSpot to Salesforce.
  13. Follow the step-by-step instructions in the connector wizard to add the HubSpot Visualforce module in Salesforce, or learn more about adding the HubSpot Visualforce window to your Salesforce page layouts.
  14. When you're done, click Next.
  15. Next, choose how your data will sync between HubSpot and Salesforce.
  16. If you select Recommended setup, click Review settings.
  17. If you select Advanced setup, click Next.
    a) On the next screen, set up your contact sync settings:
    i) Click the Choose which contacts to sync dropdown menu and select All contacts to sync all contacts to Salesforce, or select a HubSpot list to use as an inclusion list to sync only those contacts to Salesforce.
    ii) Click Next.

    b. On the next screen, set up your activity and task sync settings:
    i) Click to toggle the Salesforce task sync switch on to automatically create a task in HubSpot when a task is created in Salesforce.
    ii) In the Timeline sync table, select the Sync checkbox next to HubSpot events to sync to Salesforce as tasks, and click the Salesforce task type dropdown menu to select the task type it will be created as in Salesforce.
    iii) Click Next.

    c) On the next screen, set up your object and property sync settings:
    i) Click the Contacts, Companies, or Deals tab to configure the sync type for standard properties for that object. In the Companies and Deals tabs, you may need to click to toggle the Enable company/deal sync switch on before you can create field mappings.
    ii) The table displays the standard HubSpot object properties and their Salesforce field equivalents. For each property sync, select the sync type: Prefer Salesforce (default), Always use Salesforce, or Two-way. Learn more about the sync types for Salesforce field mappings.
    iii) Click Next.
  18. Lastly, review your selected data sync settings. To change the settings for a data sync type, click Change. When you're done, click Finish setup and begin syncing.
  19. You'll be redirected to your Salesforce integration settings, and data between HubSpot and Salesforce will begin syncing.

Oops! It doesn't look like this product has a listing on the Salesforce AppExchange.

Don't worry, you can almost definitely still integrate it with Salesforce but you may need deeper technical knowledge or the help of a Salesforce Developer to get it connected.

Skip ahead to Hire an Integration Expert to browse from 650+ Salesforce Freelancers that can help.

Latest Release:
Reviews:

Reviews:
356
Latest Release:
6/8/2020
Go to AppExchange Listing

Using APIs for Salesforce

Hubspot

If Zapier doesn't have a connector for this integration and there's no easy solution to integrate the product via AppExchange, you likely need a custom integration.
Here are the API guides for both products - if you need help from a Salesforce Integration Freelancer, you can browse from 650+ pre-vetted Freelancers on FoundHQ.

Hubspot

API

Here is the information you will need about this API to start building a custom integration with Salesforce!

Read more
API Guide

Salesforce API

Explore a wide range of declarative tools, Apex utilities, platform events, integration patterns, and APIs.

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Salesforce API Guide

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Salesforce Admin

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Salesforce Developer

Build custom integrations, work with APIs, and develop complex automations within Salesforce and across systems to maximize data flow and visibility.

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Salesforce Architect

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Hubspot

Website

Company Details

Founded:
2006
HQ:
Cambridge, Massachusetts
Headcount:
3,387
Support:
1(877) 929-0687
Contact:
https://help.hubspot.com

Hubspot Salesforce Integration Guide

According to the company, HubSpot is a marketing, sales, and customer service platform that helps companies grow better. The company was started in 2010 by Brian Halligan and Darmesh Shah at MIT. Initially, Hubspot provided a CRM product which has expanded to include dedicated sales, marketing, operations, and service “Hubs.”

Their Salesforce integration allows for a bi-directional connection to keep your sales and marketing information uniform. You can sync data from all of Hubspot’s Hub products into your Salesforce instance.

If you’re just getting started with Hubspot, check out the Salesforce Hubspot Integration Guide to see the requirements.

What is Hubspot and what makes it different?

Hubspot initially targeted small businesses and has steadily moved upmarket over time to sell to larger companies. Today, they have more than 110,000 customers of all sizes using their various products. Hubspot’s primary offering, it’s CRM, is free to set up and start using. They also have free products like live chat that easily integrate with their CRM.

Hubspot Marketing Hub Features

Integration

  • Data import and export tools
  • Integration APIs
  • Partner Applications


Platform

  • Customization
  • Workflow Capability
  • User, role and access capability
  • Internationalization
  • Sandbox
  • Performance and Reliability
  • Output Document Generation
  • API / Integrations
  • Custom Reports
  • Notifications


Email Marketing

  • Building and Personalizing Emails
  • Sending Outbound Emails
  • Manage Email Deliverability
  • Automated Email Responses


Online Marketing

  • Landing Pages and Forms
  • Dynamic Content
  • A/B Testing
  • Mobile Optimization
  • Search Tracking and Optimization


Lead Management

  • Marketing Lead Database
  • Data Quality Management
  • Segmentation
  • Lead Quality and Scoring
  • Lead Nurturing
  • Online Behavior Tracking
  • Automated Alerts and Tasks
  • CRM Lead Integration
  • Predictive Scoring
  • Account Identification

How to Set Up the Hubspot Salesforce Integration

The Hubspot Salesforce integration is harder to set up than a lot of integrations, although it doesn’t require technical knowledge to get started, there are 19 steps to completing it. Before starting, make sure you have the following permissions.

Salesforce Requirements

  • A Salesforce edition with API access, or Salesforce Professional.
  • Be a Salesforce system administrator, or be assigned the HubSpot Integration Permission set (in the Available Permission Sets section, select HubSpot Integration Permissions).
  • Have all of the following user profile administrative permissions:
  • API Enabled.
  • View Setup and Configuration enabled.
  • Modify All Data on any objects (accounts, campaigns, contacts, leads, or opportunities) which will sync to HubSpot.
  • Have the Modify Metadata permission (to view data in the HubSpot Visualforce window on Salesforce lead and/or contact records).
  • Have the Download AppExchange Packages permission.
  • Have the task Type field be Visible to their user profile.


Hubspot Requirements

  • A Hubspot Professional or Enterprise subscription
  • Account access permission in Hubspot

How to set up the Hubspot Salesforce Integration step-by-step

  1. In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar, then select App Marketplace.
  2. Use the search bar to locate and select the Salesforce integration.
  3. In the upper right, click Install app.
  4. The connector wizard will open. If you're connecting HubSpot to a Salesforce sandbox, select the Yes, this will connect to a sandbox checkbox.
  5. Click Log in to Salesforce.
  6. 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.
  7. Next, install HubSpot in Salesforce. Click Start the Salesforce package installation to begin.
  8. You'll be redirected to Salesforce to install the HubSpot integration package. Select Install for All Users, then click Install.
  9. In the dialog box, select the Yes, grant access to these third-party web sites checkbox, then click Continue.
  10. Salesforce will then install the HubSpot integration package. This installation may take up to ten minutes.
    a) You may see a message: This app is taking a long time to install. You will receive an email after the installation has completed.
    b) Click Done and wait for an email from Salesforce with the subject Package HubSpot Integration Install Successful.
    c) Once you received the email, the installation should be successful.
  11. 11. After the package has been installed in Salesforce, navigate back to the HubSpot connector wizard and click Next.
  12. Next, add the HubSpot Visualforce module to Salesforce. This module shows the contact's likelihood to close, and allows you to view and filter contact activity and enroll contacts in HubSpot workflows. Click Add HubSpot to Salesforce.
  13. Follow the step-by-step instructions in the connector wizard to add the HubSpot Visualforce module in Salesforce, or learn more about adding the HubSpot Visualforce window to your Salesforce page layouts.
  14. When you're done, click Next.
  15. Next, choose how your data will sync between HubSpot and Salesforce.
  16. If you select Recommended setup, click Review settings.
  17. If you select Advanced setup, click Next.
    a) On the next screen, set up your contact sync settings:
    i) Click the Choose which contacts to sync dropdown menu and select All contacts to sync all contacts to Salesforce, or select a HubSpot list to use as an inclusion list to sync only those contacts to Salesforce.
    ii) Click Next.

    b. On the next screen, set up your activity and task sync settings:
    i) Click to toggle the Salesforce task sync switch on to automatically create a task in HubSpot when a task is created in Salesforce.
    ii) In the Timeline sync table, select the Sync checkbox next to HubSpot events to sync to Salesforce as tasks, and click the Salesforce task type dropdown menu to select the task type it will be created as in Salesforce.
    iii) Click Next.

    c) On the next screen, set up your object and property sync settings:
    i) Click the Contacts, Companies, or Deals tab to configure the sync type for standard properties for that object. In the Companies and Deals tabs, you may need to click to toggle the Enable company/deal sync switch on before you can create field mappings.
    ii) The table displays the standard HubSpot object properties and their Salesforce field equivalents. For each property sync, select the sync type: Prefer Salesforce (default), Always use Salesforce, or Two-way. Learn more about the sync types for Salesforce field mappings.
    iii) Click Next.
  18. Lastly, review your selected data sync settings. To change the settings for a data sync type, click Change. When you're done, click Finish setup and begin syncing.
  19. You'll be redirected to your Salesforce integration settings, and data between HubSpot and Salesforce will begin syncing.

Hubspot Pricing

Hubspot offers multiple tools for sales, service, marketing and operations. Each tool can be purchased individually or within specific bundles targeting companies by size. Bundles including multiple products start at $40 per month and go up to $4,000 per month for enterprise. These are starting points for each bundle and can vary depending on the size of your business and usage of each platform.

In addition to paid tools, Hubspot offers a variety of free tools including a CRM platform, live chat software, and more. If you have questions about pricing, you can calculate your price based on specific requirements on their interactive pricing page.

Popular Hubspot Alternatives and Competitors

With tools for sales, service, marketing and operations, few companies can compete with the breadth of Hubspot’s offering. On the flip side however, because they are competing in a number of highly competitive markets, they have literally hundreds of competitors. In lieu of listing them all here, we’ve linked to the companies that truly match the full capabilities of Hubspot’s suite of products.

Frequently Asked Hubspot Support Questions


What exactly does Hubspot do?

  • Hubspot is a software suite with specific tools for sales, marketing, service, and operations. According to the company, their software helps your business grow, without compromise. Their marketing products help bring more people to your website and convert a higher percentage of them into customers. Their sales suite aligns your data with marketing and increases efficiency through automation.


Is Hubspot better than Salesforce?

  • Hubspot and Salesforce both offer CRMs to help align sales and marketing efforts. Many companies use both Hubspot and Salesforce at the same time. Both products are highly rated on G2 for Sales and Marketing. Salesforce is more popular with sales teams and Hubspot is more popular with marketing. According to G2, Salesforce is the best (most popular) CRM, but Hubspot users are slightly more satisfied.


Is Hubspot any good?

  • Hubspot is one of the top 3 most popular CRMs in the world. Their world-class content and marketing efforts have helped them grow into an award winning brand and software company. They offer a variety of products in multiple categories becoming a household name for b2b, small business, and enterprise companies worldwide.

How to integrate Salesforce and

Hubspot

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Salesforce and

Hubspot

Integration Guide

Browse tutorials and vendor resources to get help integrating with Salesforce or sign up below to access Salesforce Integration Experts.

HubSpot Salesforce Integration Overview

Get set up in minutes – no technical knowledge required.

Getting started with the HubSpot-Salesforce integration is easy and requires no technical work – just a straightforward, phone-based setup process. What’s more, HubSpot employs a team of engineers and support staff dedicated to maintaining and improving your integration.

You’ll get a lightning-fast integration you and your whole team can rely on.

Send valuable lead intelligence to your sales team.

Choose which new records sync from HubSpot to Salesforce and when, and automatically send important lead intelligence like email opens, form submissions, website activity, and more to your sales team so they have valuable lead data to help them close more deals.

Prioritize Leads

Send lead scores from HubSpot to Salesforce as well to help your sales team prioritize their outreach and save time.

Close the loop between marketing and sales

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.

View Integration Guide
  • Salesforce Administrators can help setup new platforms and handle straightforward integrations or configuration work but tend to live within Salesforce and not focus cross-systems as much.
  • Salesforce Developers will build custom integrations, work with APIs, and build out more complex automations within Salesforce and across systems to maximize data flow and visibility.
  • Salesforce Architects bring a more holistic approach to platform architecture, data modeling, system integration & data management, and designing a security model across all systems.
Hubspot
and Salesforce Integration

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