How to Sync Leads Between HubSpot and Salesforce

The HubSpot-Salesforce Integration App allows businesses to sync lead data between the two systems, making it easy and efficient to share, manage and track leads. Here's how you can sync leads between HubSpot and SalesForce:

Connect Accounts – Create a connection between your HubSpot & Salesforce accounts; this ensures a secure & successful transfer of data.
Map Fields – Map relevant fields from each system or utilize existing mappings; this ensures only relevant data is synced across both systems.
Configure Sync Rules - Configure rules for when or how often the sync should take place; this gives you full control over your marketing activities.
Monitor Performance - Track performance metrics over time to optimize campaigns; this allows you to identify areas for improvement in real-time.

By syncing leads between HubSpot & Salesforce, businesses can ensure all customer data is up-to-date, organized and accessible at all times!