Your marketing team uses HubSpot Marketing Hub for marketing automation, while your sales and services teams use Salesforce CRM. Integrating them is essential to unify marketing and CRM, creating a seamless funnel from marketing to sales.
Here’s what you’ll get with the HubSpot app for Salesforce:
- Easy to get started – no technical work required
- Fast app your whole team can rely on
- Bi-directional sync that automatically updates changes from one system to the other, including for activities, tickets, and custom objects
- Choose which new records sync from HubSpot to Salesforce
- Automatically send lead data like email opens, form submissions, website activity, and more
- Send lead scores from HubSpot to Salesforce
- Use details from Salesforce contacts or accounts in HubSpot
- Send revenue data from closed-won opportunities right into HubSpot
- Book HubSpot meetings from Salesforce
- Enroll in HubSpot sequences from Salesforce
…with all of these features and more, your sales team will be more productive than ever. With this app, you’ll empower your sales team with valuable data to help them prioritize their outreach, save time, build more meaningful relationships, and close more deals.
Requirements
- Hubspot Subscription: Marketing Hub Professional, Enterprise
- Salesforce Subscription: Professional or Enterprise plans
Seamlessly sync and enhance your business data.
Managing and integrating business data across multiple platforms can be complex and time-consuming.
Eliminate manual data transfers and reduce the risk of errors with HubSpot’s Salesforce integration
Get set up in minutes — no technical knowledge required.
HubSpot’s engineers and support staff are dedicated to maintaining and improving the integration, so you’ll get a lightning-fast connection you and your whole team can rely on.
Send valuable lead intelligence to your sales team.
Experience seamless bi-directional sync. Customize record syncing and send vital lead intelligence like email opens, form submissions, and website activity to your sales team to close more deals. Prioritize outreach and save time with lead scores synced from HubSpot to Salesforce.
Close the loop between marketing and sales.
Leverage Salesforce data to personalize emails, segment your database, and send emails on behalf of sales reps. With the integration, you’ll skip the manual exporting and importing of lists and campaign responses. You’ll also be able to track revenue from closed-won deals in HubSpot, tying campaigns to actual revenue generated.
Automate workflows by syncing custom objects, tickets, and more.
By seamlessly syncing data between HubSpot and Salesforce, you’ll eliminate manual data entry and errors, while also boosting productivity. And with custom object sync, you’ll streamline workflows, enhance insights, and improve decision-making and scalability for your business.
Features:
