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Using Salesforce and HubSpot? Let's go beyond the native integration, and solve for the slow lead movements, bad attribution and breaking the Marketing Sales silo, eventually making your revenue engine runs smarter, not harder.

automated workflows
Yes, integrate my Salesforce with HubSpot

The problem statements we solve for.

  • Marketing & Sales Data Silos

    • Marketing teams use HubSpot, while sales teams rely on Salesforce, leading to misalignment and lost opportunities.
    • Sync HubSpot marketing data with Salesforce to ensure smooth handoff between teams.

  • Slow Lead-to-SQL Conversion

    • MQLs in HubSpot aren’t automatically converted into Salesforce leads, slowing sales cycles.
    • Automate lead qualification workflows from HubSpot to Salesforce for faster conversions

  • Duplicate Customer & Lead Data

    • Leads and contacts often exist in both systems, creating duplicate records.
    • Enable bi-directional syncing of leads, contacts, and accounts to eliminate duplicates.

  • Poor Sales Pipeline Visibility

    • Sales managers don’t have full visibility into pipeline progression due to disconnected systems.
    • Provide sales managers with a unified pipeline view by syncing deal stages across platforms.

  • Lack of Real-Time Performance Metrics

    • Without real-time deal syncing, revenue forecasting and performance tracking are inaccurate.
    • Ensure accurate reporting by integrating Salesforce deal data with HubSpot dashboards.

As HubSpot x Salesforce integration experts, we map objects contextually, and accurately.

Salesforce Object
HubSpot Object
Sync Type
Notes
Leads
Contacts or Deals
Two-Way Sync
Syncs Salesforce leads to HubSpot contacts or deals based on criteria.
Contacts
Contacts
Two-Way Sync
Ensures contact details stay updated in both systems.
Accounts (Companies)
Companies
Two-Way Sync
Syncs Salesforce accounts to HubSpot companies, keeping business data aligned.
Opportunities (Deals)
Deals
Two-Way Sync
HubSpot deals sync with Salesforce opportunities for pipeline tracking.
Campaigns
Campaigns
One-Way Sync (HubSpot → Salesforce)
HubSpot campaign data can sync to Salesforce for attribution tracking.
Tasks & Activities
Activities (Tasks, Calls, Notes, Emails)
Two-Way Sync
Ensures that sales & marketing interactions are visible in both platforms.
Custom Objects
Custom Objects
Two-Way Sync
Custom Salesforce objects can be mapped to HubSpot for extended reporting.
Pipeline Stages
Deal Stages
Two-Way Sync
Ensures consistent deal progression tracking across both systems.
Revenue & Forecasting
Reports & Dashboards
One-Way Sync (HubSpot → Salesforce)
Sales performance metrics sync into HubSpot for analytics.
Salesforce Object
Leads
HubSpot Object
Contacts or Deals
Sync Type
Two-Way Sync
Notes
Syncs Salesforce leads to HubSpot contacts or deals based on criteria.
Salesforce Object
Contacts
HubSpot Object
Contacts
Sync Type
Two-Way Sync
Notes
Ensures contact details stay updated in both systems.
Salesforce Object
Accounts (Companies)
HubSpot Object
Companies
Sync Type
Two-Way Sync
Notes
Syncs Salesforce accounts to HubSpot companies, keeping business data aligned.
Salesforce Object
Opportunities (Deals)
HubSpot Object
Deals
Sync Type
Two-Way Sync
Notes
HubSpot deals sync with Salesforce opportunities for pipeline tracking.
Salesforce Object
Campaigns
HubSpot Object
Campaigns
Sync Type
One-Way Sync (HubSpot → Salesforce)
Notes
HubSpot campaign data can sync to Salesforce for attribution tracking.
Salesforce Object
Tasks & Activities
HubSpot Object
Activities (Tasks, Calls, Notes, Emails)
Sync Type
Two-Way Sync
Notes
Ensures that sales & marketing interactions are visible in both platforms.
Salesforce Object
Custom Objects
HubSpot Object
Custom Objects
Sync Type
Two-Way Sync
Notes
Custom Salesforce objects can be mapped to HubSpot for extended reporting.
Salesforce Object
Pipeline Stages
HubSpot Object
Deal Stages
Sync Type
Two-Way Sync
Notes
Ensures consistent deal progression tracking across both systems.
Salesforce Object
Revenue & Forecasting
HubSpot Object
Reports & Dashboards
Sync Type
One-Way Sync (HubSpot → Salesforce)
Notes
Sales performance metrics sync into HubSpot for analytics.
Speak to a Salesforce Integration Expert

Salesforce & HubSpot Sync: Benefits & Use Cases

360° Customer View
Automated Lead Handoff

MQLs from HubSpot are instantly sent to Salesforce as SQLs, reducing lead response time.

Automated Lead-to-Cash Process
360° Customer Visibility

Sales and marketing teams access real-time lead, deal, and customer data across both systems.

Improved Sales Forecasting
Improved Sales Forecasting

Syncing pipeline data from Salesforce into HubSpot enables more accurate revenue forecasting.

Personalized Marketing Campaigns
Smarter Lead Nurturing

HubSpot workflows trigger automated email sequences based on Salesforce deal progress

Faster Order Processing
Faster Deal Cycles

Sales reps access lead engagement data, campaign history, and customer interactions in Salesforce.

Reduced Data Duplication & Errors
Stronger Sales & Marketing Alignment

Marketing teams track which campaigns drive the most SQLs and revenue in Salesforce.

Customer Support Efficiency
Automated Follow-ups & Reminders

Sales teams receive automated task reminders in Salesforce, triggered by HubSpot workflows.

Better Sales Team Productivity
Data-Driven Decision Making

Syncing campaign performance, pipeline health, and deal progression helps drive better business decisions.

Enhanced Financial Reporting
Reduced Manual Data Entry

Eliminate duplicate data by syncing Salesforce records with HubSpot in real-time.

Customizable Workflows
Customizable Workflows

Use HubSpot automation to trigger Salesforce actions, ensuring a seamless sales process

Relatable? We should definitely talk.

All that we’ll cover when we speak:

  • Opportunities to increase the ROI of your HubSpot investment
  • Your current GTM motions and future roadmap
  • Challenges that you face with your overall revenue stack
  • Missed revenue opportunities due to gaps in your funnel
  • What would "wins" look like for you?
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