When seeking a marketing automation tool that seamlessly integrates with Salesforce, HubSpot emerges as a top choice. But how can you ensure HubSpot and Salesforce work together effectively?
Marketing with HubSpot while Selling with Salesforce
If your organization is already deeply rooted in Salesforce and your sales team is accustomed to its user experience, transitioning to a different system may pose challenges.
Many teams choose to remain within the Salesforce ecosystem. However, your marketing team still requires a solution to attract, qualify, convert leads, and nurture and delight customers.
So, in comes HubSpot.
HubSpot stands out as the premier marketing automation solution for Salesforce due to its:
- Native Salesforce integration.
- User-friendly workflow creation for nurturing prospects and customers.
- A rich array of apps, integrations, and features tailored to marketers.
The Standard HubSpot Salesforce Integration
Out of the box, the HubSpot Salesforce integration automatically generates new leads in Salesforce from new contacts in HubSpot. When a Salesforce opportunity is won, the contact’s lifecycle stage in HubSpot is set to ‘Customer.’
By default, contacts sync between HubSpot and Salesforce, and this sync cannot be turned off while the integration is active. Optionally, you can also sync the following standard objects:
What HubSpot Adds to Salesforce
Here’s a non-exhaustive list of how HubSpot’s Marketing Hub can amplify your marketing efforts when integrated with Salesforce:
Email Marketing
- Marketing automation via HubSpot’s workflow tool.
- Email performance tracking.
- Email subscription types.
- Intuitive drag-and-drop email builder.
- Unsubscribe management.
- GDPR compliance.
- A/B testing.
- Calls to action.
- Email comparison reporting.
Campaign Marketing
- User-friendly drag-and-drop landing page builder.
- Organized assets by campaign.
- Campaign management.
- Form builder for websites and landing pages.
- Integration with Google Search Console.
Sales Enablement
- Native lead scoring.
- Seamless Salesforce integration.
- Activity reporting.
- Company scoring.
- Calculated properties.
Inbound & Channel Marketing
- Omni-channel marketing automation.
- ABM tools and automation.
- Social media scheduling and monitoring.
- Video hosting and management.
- Ad management (Google Ads, Facebook Ads, LinkedIn Ads).
- Live chat+ chatbot.
- Blog creation tool.
AI Marketing Features:
- Blog Post Generator
- SEO recommendation
- Metadata description generator
- Text to Image generator
- Website builder assistance
- Report generator
- Content generator
- AI chatbot
When to Seek Assistance with the HubSpot Salesforce Integration?
While the standard HubSpot Salesforce integration is powerful and straightforward to configure, not all Salesforce accounts are equal. It’s advisable to engage an expert when:
Dealing with Complex Automation: If your Salesforce setup includes flows, process builders, and Apex triggers for lead intake, sales, or customer service processes, technical expertise is crucial to manage the integration effectively.
Custom Mapping: If custom fields in Salesforce are vital to your business, an experienced partner can ensure that field types match between HubSpot and Salesforce, maintaining data consistency.
Selective Sync: When you need to exclude specific contact types or fields in Salesforce from syncing to HubSpot, proper configuration of Selective Sync is essential to prevent issues like contact overages and data mismatches.
Performance Monitoring: Without a dedicated HubSpot administrator, it’s wise to seek a resource or partner to monitor the integration’s health, ensuring seamless operation and data consistency.
Explore our successful Salesforce <> HubSpot integration project with Octopai
Getting Started
Now that you’re acquainted with the HubSpot and Salesforce integration, it’s time to assess whether it’s the right fit for your team.
SAGE Marketing specializes in integrating HubSpot and Salesforce for B2B companies aiming to enhance their marketing and sales automation efforts.
Feel free to schedule a consultation for guidance on HubSpot plan selection or preparing for the HubSpot Salesforce integration.
HubSpot Salesforce Integration FAQs
- Can I use HubSpot with Salesforce?
Yes! HubSpot provides a seamless native integration with Salesforce, making it easy to install and use.
- Why use HubSpot and Salesforce?
HubSpot offers superior marketing automation capabilities compared to Salesforce’s native offerings. Many marketers prefer HubSpot due to its user-friendly interface and robust features.
- What roles are needed to manage HubSpot effectively?
Recommended roles for managing HubSpot Professional or Enterprise include a HubSpot Administrator, Marketing Manager, and Marketing Specialists.
- Which HubSpot plan integrates with Salesforce?
The HubSpot Salesforce integration is available with the HubSpot Professional and Enterprise plans.
- How often does HubSpot sync with Salesforce?
HubSpot syncs with Salesforce every 15 minutes or when automatic sync is triggered.
- Is the HubSpot Salesforce integration native?
Yes, the HubSpot Salesforce integration does not require custom development or API creation and can be easily installed from the HubSpot App Marketplace.
- Can I integrate two Salesforce accounts with one HubSpot account?
No, only one Salesforce account can be integrated with a HubSpot account.
- Can I integrate two HubSpot accounts with one Salesforce account?
Yes, with careful configuration, including selective sync and two dedicated Salesforce integration users, you can integrate two HubSpot accounts with one Salesforce account.
