How to Integrate Salesforce and HubSpot

Integrating Salesforce with HubSpot is an excellent way to access customer data and automate processes for increased productivity. Here are the steps for setting up a successful integration:

Install App – Begin by installing the Salesforce app, which adds a HubSpot menu option in the top navigation bar of your system & allows access to HubSpot tools & features.
Configure Settings – Once installed, configure settings such as object mappings and field mappings; this ensures that data is properly synced between systems and provides an easier user experience.
Sync Information – Using the sync functions, ensure all information from both platforms is up-to-date at any given time; this makes it easier for teams to collaborate & execute tasks seamlessly.
Test Connection – Test out the connection to make sure everything is working properly; check for errors and take appropriate actions if any are identified.
Start Tracking – Finally, start tracking performance metrics across all of your channels using reports & dashboards available in both platforms; this helps identify areas of improvement & capitalize on success.

By integrating Salesforce with HubSpot, businesses can easily collect meaningful data, automate processes & unlock new opportunities for growth!