Learn how to set up and manage the Native Salesforce integration with HubSpot. Sync contacts, companies, deals, and activities between both platforms.
Hello there! Are you feeling the strain of managing your business's marketing and sales efforts separately? If so, you're in luck! By integrating HubSpot with Salesforce, you can not only streamline your business processes but also gain greater visibility into customer interactions. This can help you make better-informed decisions and achieve higher revenue growth.
If you're interested in setting up this integration, here's a more detailed breakdown of the process:
Step 1
Make sure you have admin access to both HubSpot and Salesforce. If you don't have an account for one or both of these platforms, you can easily create one by following the instructions provided on their respective websites.
Step 2
After ensuring that you have both accounts and admin access, navigate to your HubSpot account and go to the "Settings" menu. From there, select "Integrations" from the dropdown menu and then click on "Connect an app". From the list of available integrations, select "Salesforce". Follow the prompts to authenticate your Salesforce account and let HubSpot access your Salesforce data.
Step 3
Once the integration is set up, you can choose which data to sync between HubSpot and Salesforce. In HubSpot, go to "Settings" > "Integrations" > "Salesforce" > "Sync settings". Here, you can select the objects you want to sync (like contacts, leads, and deals) and choose which fields to sync. This ensures that you have a cohesive view of your customer data across both platforms.
Step 4
To keep your data up to date, set up a sync schedule in HubSpot. Go to "Settings" > "Integrations" > "Salesforce" > "Sync settings" and choose how often the data should sync (like every hour or day). This ensures that your teams are working with the most recent data.
Step 5
Ensure that your sales and marketing teams are trained to use the integrated system. Encourage them to keep the data accurate in both systems and provide resources to help them do so.
By following these steps and setting up a HubSpot-Salesforce integration, you'll have a powerful tool that can offer great benefits to your business. You'll have a better understanding of your customer's behaviors and interactions, which can help you make data-driven decisions that drive revenue growth. For more detailed information on each step, check out the HubSpot blog post on "How to Set Up the HubSpot Salesforce Integration". We wish you the best of luck in integrating your systems!