Are you looking to move data from HubSpot to Salesforce? You are in luck, this article is just right for you. We not only talk about these two applications and why you should integrate them but also show you the different ways in which you can move data from one to another.
Table of Contents
- What is HubSpot?
- What is Salesforce?
- What is HubSpot to Salesforce Integration?
- Why Do You Need HubSpot to Salesforce Integration?
- Limitations of HubSpot to Salesforce Integration
- Steps to Integrate Data from HubSpot to Salesforce
What is HubSpot?
HubSpot is one of the most popular growth platforms that lets you grow your business dramatically by providing resources for sales, marketing and customer management. With companies becoming more and more customer focused, customer experience is at the top priority for most businesses. HubSpot with it’s free CRM platform helps you build strong and long lasting relationships with your customers. HubSpot delivers tools for content management, customer support, social media marketing, web analytics, landing pages as well as search engine optimization. SaaS solutions like HubSpot relieve businesses from making huge investments in custom software development.
HubSpot is feasible as it offers subscription-based pricing for every module. HubSpot has integration features for Salesforce, Microsoft Dynamics CRM, SugarCRM, NetSuite, and others. In this article, we will be focusing on integrating HubSpot with Salesforce.
What is Salesforce?
Salesforce is the most popular SaaS-based Customer Relationship Management (CRM) tool. It provides an entire suite of resources for customer service. It provides in-built applications for sales, accounts, marketing, servicing, leads, opportunities, and more. It helps you maintain relationships with customers by storing customer data, contact data as well as marketing data. Moreover, it seamlessly manages integration with other platforms.
Salesforce thus lets you curate a custom solution tailored to your business requirements. It employs a pay-as-you-go policy, making it feasible and an attractive choice for many businesses. WIth the ever increased focus on the customer, it is essential to nurture and grow your relationships with your customers, Salesforce simplifies this process exponentially. However, in certain use cases, it is beneficial to integrate data from Salesforce with that of other applications such as HubSpot.
What is HubSpot to Salesforce Integration?
When your Sales and Marketing teams are working on two different CRM (Customer Relation Management) and CMS (Content Management System) platforms, it creates communication gaps between the 2 teams. HubSpot to Salesforce Integration allows companies to sync data between the 2 platforms in real-time. It makes it possible for teams to nurture and manage leads effectively.
HubSpot being a CRM platform gathers all the data related to Marketing and load it to Salesforce. Salesforce keeps track of every activity and manages the Sales process using data from HubSpot.
Why Do You Need HubSpot to Salesforce Integration?
HubSpot is better suited for companies that are starting out, have a small budget, and can rely on manual management and maintenance of data. On the other hand, companies with a large customer base and big-budget can opt for Salesforce and its enterprise suite of features. It is thus extremely useful for a company to integrate the two as it grows and its clientele increases. You will also be able to receive richer lead intelligence and revenue reporting when you sync HubSpot to Salesforce. These platforms integrate easily and work to give you the best possible results. Let’s look at how to integrate data from HubSpot to Salesforce.
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Limitations of HubSpot to Salesforce Integration
Although HubSpot to Salesforce Integration eases of the team’s work adds some issues to the process. A few limitations of HubSpot to Salesforce Integration are listed below:
- Mismatched Naming Convention: Both platforms have different ways to treat the new entry of an individual or a person in the records. HubSpot stores people as contact no matter what kind of contact record it is. Salesforce on the other hand treats leads and contact records as two different things. This increases complexity in understanding data in HubSpot to Salesforce Integration.
- Campaign Confusion: HubSpot and Salesforce have different concepts for the Campaigns. HubSpot takes Campaigns as a collection of assets in which reports are generated based on which contacts are connected to which Campaigns. In Salesforce, Campaigns are the list of contacts that can be used to create segments. You need to manually add Campaigns from HubSpot to Salesforce.
- Mapping and Property Values: HubSpot and Salesforce associate different properties when it comes to mapping records. It becomes a time-consuming task to manually map the fields before syncing the data between the 2 platforms. The information in the drop-down in the HubSpot is a Picklist in Salesforce. So you need to create new property every time you want to sync some values from the drop-down.
- Multi-Currency Sync Issue: Both the platforms support multi-currency but when the default currency in both the platforms is different it creates a problem. If you sync any Sales data from HubSpot to Salesforce where the currency in HubSpot is in $ Dollars and in Salesforce is € Euro. So while syncing data $100 in HubSpot becomes €100 in Salesforce.
Steps to Integrate Data from HubSpot to Salesforce
An in-built integration facility allows you to move data between HubSpot and Salesforce easily. It is easy to set up and simple to use.
- A HubSpot Marketing, Sales or Service Hub Professional/Enterprise account with admin access.
- Either a Salesforce edition with API access or Salesforce Professional.
- Have the role of a Salesforce system administrator or be assigned the HubSpot Integration Permission set.
Steps to Integrate Data from HubSpot to Salesforce:
Step 1: Installation
- Navigate to the marketplace in your HubSpot account by clicking on the Marketplace icon. Select connected apps under “Manage.”.
- Click on the Visit App Marketplace button on the upper-right corner.
- Search for Salesforce integration and click on View integration. This will open the connector wizard.
- The next step is to log in to Salesforce. In the pop-up window, enter your Salesforce credentials and click Log In. Once you are logged in, you’ll be taken back to the connector wizard in HubSpot.
- The next step is to install HubSpot in Salesforce. Here, click on Start the Salesforce package for the installation to begin..
- You’ll then be redirected to Salesforce to install the HubSpot integration package. Choose the Install for All Users option, then click Install. The installation may take up to ten minutes to complete. You will get an email after the installation finishes.
- Once the package has finished installing in Salesforce, return to the HubSpot connector wizard and click on Next.
Step 2: Add the HubSpot Visualforce Module to Salesforce
- This module enables you to see how likely a contact is, to close and facilitates you to view and filter contact activity and also enroll contacts in HubSpot workflows. Now, click Add HubSpot to Salesforce.
- You must follow the steps given in the connector wizard to add the HubSpot Visualforce module in Salesforce. You can learn more about this module and how to add it here.
- After you’re done, click on Next.
- The final step is to choose how the data will sync between HubSpot and Salesforce.
- If you choose the Recommended setup, click on Review settings.
Step 3: Advanced Setup
- The next step is to set up your contact sync settings:
- Choose the contacts you want to sync from the dropdown menu. You may also choose the select All option to sync all contacts to Salesforce. Then click on Next.
- It is now time to set up your activity and task sync settings:
- To toggle the Salesforce task sync switch on to automatically create a task in HubSpot when a task is created in Salesforce, select the suitable option and click on Next.
- Finally, set up your object and property sync settings:
- To configure the sync type for standard properties, click the Contacts, Companies, or Deals tab for that object. In the Companies and Deals tabs, you may have to toggle the Enable company/deal sync switch on before creating field mappings.
- For each property sync, you will have to select the sync type: Prefer Salesforce (default), Always use Salesforce or Two-way.
- Finally, you must review your selected data sync settings. To modify the settings for a data sync type, you can click on Change. Once done, click Finish setup and begin syncing.
- You’ll be redirected to your Salesforce integration settings.
HubSpot and Salesforce will begin syncing! Congratulations, you’re done!
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