How to Link Salesforce with HubSpot

Linking Salesforce and HubSpot is a great way to improve collaboration, gain insights from customer data, and create targeted campaigns. Here are some of the steps in linking these two powerful tools:

Establish an Integration – Create an integration between Salesforce & HubSpot and map the associated objects/fields; e.g. contacts, opportunities, deals & leads.
Install the Required Apps – Install any necessary apps in each system to ensure seamless communication & collaboration between both platforms.
Configure Data Settings – Ensure data settings for each system are configured properly; e.g. choose the correct currency and date formats to avoid discrepancies when syncing information.
Synchronize Contacts – Set up a real-time sync between both systems for contact management so that leads created in one platform will be populated in the other automatically.
Test and Troubleshoot – Run tests to make sure everything is working correctly & troubleshoot any errors that may occur during integration or synchronization of data.

By linking Salesforce with HubSpot, businesses can unlock powerful insights, build better campaigns and collaborate more effectively!