For organizations using both HubSpot and Salesforce, this integration is a game-changer. This integration isn’t just about syncing contact records; it’s about creating a cohesive environment where sales and marketing teams can work in harmony. It unlocks full-funnel revenue attribution, and powerful marketing to sales handoff improvements.
When the requirements are complex, a successful integration requires customization beyond the HubSpot + Salesforce integration app’s capabilities. We fully customize the sync by using the HubSpot + Salesforce integration app as a foundation, and then incorporating advanced configurations outside the integration app.
We speak both HubSpot and Salesforce, and will translate the language used on both sides. We are well-versed in planning for the challenges that typically come up, and will ensure all details have been accounted for prior to implementation. Some common use cases for this advanced solution include:
Protect sensitive information
Accommodate non-standard data flow
Keep the integration up-to-date throughout changes being made on both sides
Understand how marketing efforts in HubSpot contribute to closed/won opportunities in Salesforce. Track a marketing email or advertising campaign letting you click all the way through to closed/won dollars. No more guessing as to what’s working and what’s not.
It’s always the details that are overlooked until it’s too late. The integration requires combining HubSpot’s terms and processes with Salesforce’s very different terms and processes. A couple of the first steps that need to be done on both sides include customizing integration user permissions and ensuring field value compatibility, which can be complex and time-consuming.
Common issues include: drop-down field mismatches, duplicates, inability to sync parent/child company relationships, and opportunities without opportunity contact roles (aka contact/deal associations). All of this can be avoided with proper planning and user training.
By connecting marketing activities in HubSpot with sales outcomes in Salesforce, organizations can achieve closed-loop or full-funnel reporting. It enables organizations to analyze directly - “How are specific activities influencing closed/won dollars?” Lead Love provides education and support for building and analyzing revenue attribution reports. One of the first steps is to understand attribution models and to compare them to get an accurate picture.
We are happy to create reports, manage page layouts and fields, or adjust user permissions in Salesforce. Lead Love works great in collaboration with a Salesforce Administrator who oversees the full scope of Salesforce.
We want to help your business be what you envision it to be. Schedule your free consultation now.