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Salesforce integration allows users to work on a centralized platform that provides them with an ideal mix of features pertaining to two different platforms. This prevents them from switching from one platform to another for carrying out specific tasks and leveraging the overall functionality of their Salesforce org.
If you are willing to combine your sales and marketing platforms, you can integrate Salesforce with HubSpot. The Salesforce HubSpot integration allows your team to carry out marketing and sales processes from a single platform. This helps the users to look for leads, manage them, approach them, and close deals using a centralized platform. The integrated platform streamlines your marketing and sales processes through seamless process automation and data management.
Also, integrating Salesforce with HubSpot helps you in maintaining consistency within the two databases, saving your team members from the efforts of reconciling data and syncing it between the two platforms. The integrated platform provides utmost ease of operation and enriched user experience to obtain the best results. You can also use a ready-made connector like Peeklogic to simplify the integration process and unlock extended functionality.
How To Integrate Salesforce With HubSpot
Here are all the major steps you need to follow for integrating your Salesforce org with HubSpot.
Step 1
Start by logging into your HubSpot account and hovering over to the top-right corner of the screen. Click on your Account Name and select “Integrations” from the dropdown menu.
Step 2
You will now be directed to the Integrations screen. Here, you need to click on the orange button that says “Connect An App.” Now, search for Salesforce in the search bar to continue with the process.
Step 3
You will now see a Salesforce box pop up on your screen. Hover over the box and click on the “View Integration” button. Clicking here will open the connector wizard. Here, you will see a button that says, “Yes this will connect to a sandbox”. If you are connecting HubSpot with a Salesforce sandbox, check this box. Now, click on “Log In To Salesforce.”
Step 4
Now, enter your Salesforce credentials click on Log In within the pop-up box on your screen. Once you are logged into your Salesforce account, you will automatically be directed to the connector wizard in HubSpot. Now, you will be required to install HubSpot in Salesforce.
For doing this, click on the option of “Start the Salesforce package to begin the installation.” You will find this highlighted in blue text.
Step 5
This will redirect you to Salesforce for installing the Salesforce HubSpot integration package. Here, click on the middle button that says “Install for all users”, followed by clicking on “Install.”
Now, click on the option of “Yes, grant access to these third-party websites” in the dialogue box, followed by hitting “Continue.” This will make Salesforce install the HubSpot integration package. This should take around 5 to 10 minutes to complete the process.
Here, you may get a message saying, “This app is taking a long time to install. You will receive an email after the installation has completed.” In such cases, click on “Done” and wait for the email once the package has been installed. The subject of the email should read “Package HubSpot Integration Install Successful.”
Step 6
Once the Salesforce HubSpot integration package has been installed, you can go back to the HubSpotconnector wizard and click on “Next.” You will not be required to add the HubSpot Visualforce module to your Salesforce org. This module allows users to see the likelihood of a contact getting closed, view and filter specific contact activities, and enroll specific contacts in HubSpot workflows for reaching out to them in the best way possible.
For this, you need to click on the orange button that says “Add HubSpotTo Salesforce.”
Once the connector wizard is open, follow the stepwise procedure listed on your screen in the wizard to add the HubSpot Visualforce module to your Salesforce org. Click on “Next” once you are done.
Step 7
Now, you will need to choose the manner in which you would sync your data between the two platforms. You will see two options on your screen – Recommended Setup and Advanced Setup. Click on the orange Review Settings button if you want to go ahead with the recommended settings. If you choose to go for an advanced setup, skip to the following step.
After choosing the Recommended Setup, you will need to review your data sync settings as selected. Just click on “Change” to alter settings for a specific data sync type. Click on Finish Setup once you are done and begin the syncing process.
You will now be redirected to the Salesforce integration settings and your data between Salesforce and HubSpot will start syncing effectively.
All you need to do is click on the option of “Finish setup and begin syncing” to start getting your data synced between the two platforms.
Step 8
If you select the option of ‘Advanced Setup” in the previous step, you would be required to set up three distinct settings as mentioned below.
Setting Up Contact Sync Settings
1. Click on “Next” after selecting “Advanced Setup” in the previous step.
2. Select “Choose which contacts to sync” and click on “All Contacts” if you are willing to sync all your contacts with Salesforce.
3. Click on “Next”
Setting Up Activity Task Sync Settings
1. Click on the “Salesforce task sync switch” to toggle it on. This would automatically create a task in HubSpot when one is created on Salesforce.
2. Tick the “sync” checkbox in the “Timeline Sync’ table. Now, click on “Salesforce Task Types.”
3. Click on “Next.”
Setting Up Object And Property Sync Settings
1. Click on the Contacts, Companies, or Deals tab for configuring the sync type for standard properties for the concerned object. You may need to click on the “Enable Company/Deal Sync” switch before creating field mappings.
2. A table would pop up showing properties of the standard HubSpot objects and their equivalents in Salesforce fields.
3. Click on ‘Next”.
This will finally conclude your Salesforce HubSpot integration process.
