HubSpot Integration Benefits
- Sync HubSpot with Salesforce to easily, securely and effectively integrate the two databases. No technical installation needed. Keep your marketing and sales databases harmonious.
- Arrange in minutes – no technical knowledge required. Starting with HubSpot-Salesforce integration is easy, fast phone-based setup process. Moreover, HubSpot hires a development department and support staff to manage and develop the integration.
- Send valuable sales team lead intelligence toy your stuff. Choose which new records sync from HubSpot to Salesforce and when and automatically send important lead intelligence to your sales team to help them close more deals. Send HubSpot lead scores to Salesforce to help your sales team prioritize and save time.
- Close the marketing-sales loop. Use Salesforce contacts or accounts information to configure marketing communications, segment the database, or send emails to a lead assigned sales rep. You'll never have to export a list from Salesforce to kick off a campaign, or import the response from the campaign back to Salesforce.
HubSpot and Salesforce Integration Services limits.
- Mismatch Naming Convention. A person is usually referred to as a "contact" and has a "contact record" anywhere they are in the sales process — i.e. as soon as someone purchases a piece of content or fills out a form, HubSpot produces a contact record. But, Salesforce has both "leads" and "contact" records, meaning different things depending on the Salesforce advanced setup.
- Confusion program. Talking of various definitions, a "campaign" within the two networks is completely different. A HubSpot program is asset selection. Reports can be created showing the contacts with which campaigns. Salesforce sees campaigns as contact lists. Reports show who is connected to an asset and can be used to drive campaigns or create segments in data. Salesforce campaigns can’t be automatically added to HubSpot (added manually beforehand).
- It's not an equal data exchange. When you start talking about integration, it's easy to imagine merging two things into one. However,
not everything HubSpot can enter into Salesforce in a technical integration, and vice versa. Similar to mismatched language, make sure you know what data matters most to you before you start integration. Then check if it will be exchanged between the two systems ... and how, including whether it's a one-way or two-way sync. What matters most to you might not be part of a typical integration. - Integration Problems will establish data integrity. Once you unite two systems, like when integrating HubSpot Salesforce, you introduce
yourself (and your organization) to a myriad of data nightmare possibilities. Most likely, it is duplicate records. HubSpot looks for matching email addresses, which means that if the email address already exists, a new contact will not be created. Salesforce isn't that easy. Rules must be set or add-ons used to prevent duplicate records. - Integration Can’t Translate Platform Lists. Segmentation is key to effective lead nutrition, and lists can be a very important part of
your process. HubSpot users create lists with well-defined criteria to segment leads, and Salesforce users make lists with reports. If HubSpot and Salesforce users need to have the same lists available, they will need to be created independently using the same underlying criteria. - Restricted skills: Workflows and Salesforce activities. Using HubSpot, building workflows will automate several different processes.
technology to replace a well-defined, proven marketing and sales playbook.