Salesforce To HubSpot Integration

Maintain consistency between your marketing and sales teams with the HubSpot and Salesforce integration. Pass data seamlessly and maximize efficiency today. Still thinking about whether you should integrate? Continue reading below to learn more about the benefits of integrating, what HubSpot can bring to your business, when you should integrate, and how.

How Does The HubSpot Salesforce Integration Work?

Simply put, The Hubspot Salesforce integration creates new leads in Salesforce once a new contact is added in HubSpot. But what does that mean for you? Below are a few of the key benefits of integrating these two systems.

No technical setup required for a fast, reliable, and powerful sync. Follow the simple step-by-step guide provided by both Salesforce and HubSpot.
Send powerful lead intelligence to your sales teams for richer revenue reporting.
Keep your marketing and sales databases in perfect harmony with HubSpot Visualforce.
Send valuable lead intelligence to your sales team like email opens, form submissions, website activity, and more.

 

Did you know?

Did you know that HubSpot offers a demo of their software? Simply reach out one of HubSpots’ representatives to request your demo and try before you buy. If you’re a NetSuite user and you’re looking for a HubSpot integration with your instance, head over to our NetSuite integration page and request more information.

Request More Info From an Expert

HubSpot Salesforce Integration Best Practices

 

Now that we’ve addressed the benefits of integrating, we’ll discuss some of the best practices once you’ve integrated. HubSpot offers an incredibly advanced marketing and sales platform that can provide any company with the means to create engaging content, keep their social media calendars in order, and organize their lead to prospect journey. Below are the some of the top features:

Blogging:

Sync your web pages with HubSpot to post new content directly to your site. Speed up creation, keep formatting consistent, and make it easy to publish relevant, engaging content. HubSpot offers excellent formatting options that can help your site rank better with richer text options, keyword suggestions, and engaging call-to-actions.

Email:

Connect your business email with a few simple clicks to start sending emails directly out of HubSpot. Build engaging email templates that can be shared with the whole team, A/B test to improve open rates, and view key performance insights. Don’t stop there! Increase productivity by adding follow-up options to your sent emails. Be reminded of every next-step required to close the deal. Don’t let any lead slip through the cracks.

Social Media:

Link each of your social media platforms and maintain them all under one roof. HubSpot gives you the ability to bulk post content on all of your platforms. Schedule posts and manage all of your social media accounts in one place. View each post's performance, and optimize each aspect of your content to increase engagement with your audience.

Lead Management:

See every interaction between your sales team and the leads that come in, and each lead’s history through your site. Create hyper-targeted campaigns that will close deals faster by utilizing the data collected from every contact from your sales team, or interaction with your site. Maximize your investment by utilizing the sales automation, forecasting, and deals functionalities.

Calls-to-Action:

Build incredibly engaging CTAs that your website visitors can’t help but click. Know who clicks which CTA, and measure performance to optimize conversion rates. Do you know which color of CTA works best? Where should they all be placed? What should they say? Learn all of the best practices regarding Calls-to-Action through HubSpot’s learning portal, HubSpot Academy.

When Should I integrate Salesforce And HubSpot?

If you’re looking to strengthen the harmony between your sales team and marketing team, there’s no better time to integrate your Salesforce account to HubSpot than the present. Using HubSpot to streamline your marketing efforts, you’ll be able to grow your business as fast as a team twice the size. 

Due to the simplicity of the integration process, you can safely integrate these systems at any point. Regardless, we always recommend integrating as soon as possible to avoid any potential growing pains as your business inevitably grows. Don’t let pain points stifle your business’ growth and integrate today.

But how? Continue reading to find out.

How To Integrate Salesforce With HubSpot

As previously mentioned, the integration process is easy, and doesn’t require any technical skills to accomplish. Simply follow the steps outlined by either platform, and you’ll have the rich functionalities of HubSpot at your fingertips.

Integrating your systems can be a labor-intensive process. If you’re looking to manage all of your integrations seamlessly, Boomi is the only integration tool you’ll need for your systems and applications.

Nevertheless, If you're still deciding on systems, or would like to see how NetSuite handles integrations, check out our Boomi for NetSuite resources here.

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