It's hard to ignore how disparate your sales and marketing teams are, isn't it? Leads are going missing, data has become disorganized, and everything is moving at a stagnant pace due to manual processes. All of this results in wasted revenue.
This is where HubSpot Salesforce integration solves this problem. It merges marketing automation and CRM functions, enabling more timely tracking, relationship nurturing, and deal closing.
In this guide, we will show you the correct steps for Salesforce HubSpot integration. In addition, you will learn how to avoid common mistakes and enhance your results. So, let’s get started.
Imagine you’ve captured a lead using HubSpot, but when it comes to closing the deal, your sales reps in Salesforce have no record of them. How annoying is that? If there is no integration, marketing and sales departments operate in silos which results in missed chances and revenue.
This is why integrating HubSpot with Salesforce is incredibly useful. It makes certain that marketing nurtures leads and that sales teams close deals seamlessly. Let’s break down how each platform works.
HubSpot is an inbound marketing platform that aids companies in locating and engaging with prospective clients. Its functionalities include e-mail marketing, social media management, and monitoring leads. Companies utilize it for sending out messages to targeted audiences at the optimal time, helping convert interested website visitors into customers.
Salesforce is one of the popular Customer Relationship Management (CRM) systems or software that helps businesses in tracking their sales leads, managing customer relations, and increasing sales. It helps to store detailed information of each customer in one repository which makes follow-ups effortless. It helps to track sales, and with its automation features, teams can stay organized and make deal closure easier and faster.
The combination of HubSpot and Salesforce is ideal for them as they address business needs at different levels. HubSpot brings in leads, and Salesforce converts them into clients. Here’s why businesses choose to use both solutions:
HubSpot helps companies locate, teach, and interact with prospects well before they are ready to buy. It achieves this through
Automated emails help maintain the interest and engagement of leads.
Creation of educational materials such as blogs, guides, and videos.
Actively interacts with the audience to cultivate their trust.
Best leads are identified and sent to sales teams at the perfect time.
Without HubSpot, leads may simply go unnoticed or lose interest before reaching sales teams.
Salesforce has features that help sales personnel in managing and tracking a potential customer’s information to ensure that no deals are lost. It offers:
Maintain an organized file for the client’s details.
Takes care of sending reminders and follow-ups, thus enhancing the speed with which deals are closed.
Enables the sales team to shift their focus to the best opportunities available.
Reports trends in sales and shows the performance of the teams.
Sales teams without Salesforce may follow up on the leads, and neglected opportunities might lean toward potential losses.
Integrating HubSpot with Salesforce assists your marketing and sales teams in collaborating effectively. It minimizes time, reduces errors, and simplifies lead management. Here’s why this integration is important:
Customer information gets updated in all systems simultaneously. Hence, all users benefit from the same details with no missing or duplicated records.
HubSpot prepares leads by sending emails and valuable content. When they are ready to make a purchase, they are transferred to Salesforce so the sales team can concentrate on actual buyers.
You are not required to perform manual typing. The systems work for you by auto-completing processes such as transferring leads, task assignments, and sending reminders.
All client interactions can be viewed in a single dashboard. This enables you to figure out what’s effective and improve future business decisions on marketing and sales.
Implementing HubSpot with Salesforce assists your team in time savings, increased sales, and rapid business growth.
The integration of HubSpot and Salesforce allows businesses to track their leads and clients seamlessly. Read further to learn how to set up the integration effortlessly.
Ensure that you have the following before you proceed with setting up:
You can connect HubSpot and Salesforce in two ways:
After linking both platforms, determine the information you want to be able to sync:
To match HubSpot and Salesforce merge mapping, align HubSpot fields with Salesforce fields as follows:
For effective use of integrations, ensure that everything has been functioning as required for systems:
Following these guides ensures the successful integration of HubSpot with Salesforce without encountering malfunctions!
For effective HubSpot Salesforce integration best practices, consider the following. They will ensure efficient task automation, seamless workflow for your sales teams, and the accuracy of your data.
Ensure customer information is consistent with HubSpot and Salesforce. Ensure names, email addresses, and other salient fields are correctly synchronized. In order to avoid out-of-date data or duplicates, adjust field settings on a regular basis.
Automate the workflows that transfer leads from marketing to sales. HubSpot will assign a lead to a sales representative within Salesforce as the lead becomes sales-ready. Your team’s response time, along with efficiency, is improved.
Every lead does not have the same intention to purchase. With HubSpot, you can utilize lead scoring to evaluate the interest and actions of a prospect. HubSpot only forwards high-value leads to Salesforce, thereby streamlining the prospects for the sales team.
There may be some errors after some time. Regularly check for and resolve issues such as missing contacts or incorrect data. HubSpot’s Data Sync Dashboard enables users to identify issues early on.
These top practices help ensure the HubSpot Salesforce integration works seamlessly, improving efficiency and increasing sales.
Integrating HubSpot and Salesforce provides powerful marketing, sales, and analytics tools. Like any tool, the HubSpot Salesforce integration comes with its problems. Below are some HubSpot Salesforce integration issues along with simple workarounds to solve them.
Duplicate and redundant contacts, deals, and accounts lead to unnecessary data clutter within the user systems, which confuses the teams and slows down operations. Here’s how you can fix it:
Turn on duplicate detection in both HubSpot and Salesforce to eliminate data duplication.
A few records may not sync successfully, or perhaps you have reached the API limits set by Salesforce, which in turn halts the flow of data. Here’s how you can fix it:
Some team members are unable to see or edit the synced data because of improper permissions. How to Fix It:
Misaligned fields in HubSpot and Salesforce create errors and prevent information from transferring properly.
How to Fix It:
Addressing all of these problems will enable seamless integration between HubSpot and Salesforce, keeping all teams in sync and maintaining a clean database!
Integrating Salesforce with other applications can be beneficial. However, the question remains: should you try and do it by yourself, or call an expert? Simple setups are simple, but complex ones might require some degree of professionalism.
Did you know when to use salesforce integration services? Here are some reasons that will help you understand when and why Salesforce integration services are used:
An expert offers assistance if you require special features, custom fields, or highly customized configurations.
Are you coming from a different system? Experts will eliminate the hassle of organized chaos. They keep everything tidy and efficient.
Continual maintenance includes software updates and repairs to ensure optimal performance. Security and Compliance
Experts will make sure everything you do with such sensitive data is fully protected and compliant and that rules are followed.
So, what are the underlying factors for the sales not converting? If that's the case, you should integrate with HubSpot and Salesforce now.
This will ensure that your leads won’t be getting messed up, plus your sales team will concentrate on the things that truly matter. Your data will no longer be out of date due to automatic sync, and you will be able to seize new opportunities, which will save you time in the long run.
This also improves the tracking of the recorded customer interactions, deals, and reports that are essential to understanding the current sales pipeline when HubSpot and Salesforce are integrated. All of these features from this integration will lead to better workflow and sales.
Take action now so that the systems work in unison to increase sales and close more deals.
Is it draining to constantly lose prospects and spend too much time on repetitive tasks? Integrating HubSpot with Salesforce will simplify things, allowing your sales personnel to concentrate on selling.
Imagine a world where your leads are always up-to-date, your data is accurate, and your team is more productive. Sounds amazing, right?
Get in touch with PixelConsulting now and get a tailored plan for connecting HubSpot and Salesforce. We help businesses like yours close more deals, increase revenue, and witness substantial growth!
You can use both software together for free, as long as you have a HubSpot account. However, some more functionalities may require enrollment in a paid tier of HubSpot.
The timeframe can range from several hours to weeks, depending on the required customization.
Both systems can sync Contacts, Deals, Companies, Tasks, and custom fields according to the set preferences.
Prevent duplication with Custom Field mapping along with deduplication procedures to maintain data integrity.
Confirm user permissions, API limit, and check the error logs to troubleshoot.
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